Kwayar cutar ta Sin ta kuma shafi masu saka jari a wannan makon ta hanyar tasiri ga kasuwannin daidaito a duniya. Inda a ranar Litinin yayi mamakin samarda faduwa wanda yakai tsakanin 2% da 3%. Musamman, zaɓin zaɓi na kasuwar hannun jari ta Sipaniya ta fadi da kashi 2,1% a kan hanya saboda tsoron cewa wannan abin da ya faru na likita na iya shafar kyakkyawan ɓangare na kamfanonin da aka jera a kasuwannin kuɗi. Kodayake a zama na gaba ana dawo da wani ɓangare na ɓataccen ƙasa. Kuma a cikin kowane hali, ya rasa mahimman tallafi a cikin nazarin fasaha.
Wannan ya kasance labarai ne wanda ba zato ba tsammani wanda ya tarwatsa kyakkyawan ɓangare na ƙanana da matsakaita masu saka jari waɗanda suka yi tsammanin mako mai zuwa a kasuwannin daidaito bayan zaman ƙarshe a kasuwar jari Amma wannan sabon gaskiyar na iya lalata damar da masu amfani da hannun jari ke da shi na watan Fabrairu. Inda zaku iya sake tunanin kasancewa a ciki wasu sassa sun fi wasu kyau fuskantar wannan sabon lamarin da kasuwannin kuɗi suka sha wahala. Ba abin mamaki bane, akwai wasu fannoni da suka fi wasu damuwa fiye da wasu don haɓaka waɗannan ƙananan digo.
Ala kulli halin, ya yi aiki don matsalar gaggawa ta lafiya a China ta sanya kasuwannin kuɗi a kan wannan gaskiyar, waɗanda ba a tantance tasirinsu ba tukuna. Amma wannan yana nuna haɗin kan duniya, har ila yau a cikin kasuwannin daidaito tunda an shafe su a cikin duk latteran ƙasa, ba tare da keɓewa da kowane nau'i ba. A lokacin da yanayin duniya ya kasance a fili karara kuma tare da hangen nesa na kai hare-hare manyan matakai a cikin matakan ƙididdigar kasuwar hannayen jari ta duniya.
Tsaron da aka fi hukunta wannan makon
Ala kulli halin, ba dukkan fannoni na kasuwar hannayen jari suka amsa iri ɗaya ba. Ba yawa ba. Idan ba haka ba, akasin haka, waɗanda suka ci galaba a fanni na musamman kamar jiragen sama, otal, manajan tashar jirgin sama, kamfanoni a ɓangaren alatu kuma, a kaikaice, zuwa kamfanonin mai, ma'adinai da karafa. Mafi rinjaye, ta yaya zai kasance in ba haka ba, su ne waɗanda ke da alaƙa da tafiye-tafiye da yawon shakatawa. Tare da faduwa sama da 3% ko 4%, kuma a wurin mu kamfanin jirgin IAG ne ya wakilce su, wanda ya fadi kasa da 4% a cikin zaman ciniki a ranar Litinin.
Sauran manyan asarar sun kasance hannun jari ne saboda tsoron cewa wannan gaskiyar na iya yin tasiri ga ci gaban tattalin arzikin duniya musamman a wasu ƙasashe. A wannan ma'anar, wasu binciken farko sun ba da shawarar cewa GDP a China za a iya rage shi da kashi 1% sakamakon bayyanar kwayar cutar Sina a cikin yawan wannan ƙasar ta Asiya. Tare da tasiri kan kamfanonin da aka jera a kasuwannin kasuwancin su. Kuma hakan na iya shafar shakatawa a farashin kamfanonin da aka jera a kasuwannin daidaito daga yanzu.
Bangaren nishadi wani ya cutar dashi
Amma ba wai kawai wadannan kamfanoni ba ne manyan wadanda cutar ta Sin ta shafa. Idan ba haka ba, akasin haka, wakilan masu alatu sune mafi saurin fuskantar ragi a farashin su. Wannan saboda Sinawa sune manyan masu amfani da waɗannan samfuran kuma wannan sabon yanayin zai iya haifar da ƙuntatawa a cikin cin abincin yanzu. Sabili da haka hakan ya haifar da alamun kasuwannin hannun jari kamar su Nikkei sun ɓata a farkon mako da kusan sama da 2%. Duk da yake a cikin Turai, ranar ta ƙare tare da faɗuwa da sama da kashi biyu cikin ɗari a cikin manyan alamun ƙididdiga.
A gefe guda, kuma game da lambobin Spanish, siyan matsin lamba ya haifar da wani darajar masu zaɓin Spain, kamar manajan tashar jirgin sama Ina ya samar da kashi 1,78% a cikin yini ɗaya. Kodayake tare da wadataccen farfadowa a ranar Talata wanda ya taimaka kyakkyawan ɓangare na ƙanana da matsakaitan masu saka jari don ɗaukar matsayi tare da farashi mai fa'ida fiye da makon da ya gabata. Kamar kamfani da ke ƙwarewa kan ayyukan kamfanonin jiragen sama, Amadeus, wanda shi ma ya jagoranci jajan lambobi a cikin Ibex 35, yana fama da ragin da bai wuce 6% kawai ba.
Kamfanoni masu alaƙa da mai
Kamfanonin mai sune sauran manyan matsalolin da matsalar gaggawa ta lafiya ta shafa a kasar ta China kuma hakan yakai girman ko karami ganin farashin su ya fadi. A ma'anar cewa waɗannan ƙimar zasu iya shan matsin lamba mai ƙarfi a waɗannan kwanakin. Ta hanyar nuna cewa hasashen samun bunkasar tattalin arziki a China na iya zama gaskiya ce da za a iya gani a cikin kwanaki masu zuwa. Tare da lokuta marasa kyau don farashin mai da kayayyaki, tare da tasirin tasiri akan farashin kamfanonin Ibex 35 kuma wanda aka nuna a cikin raguwar wannan Litinin ɗin kamfanonin masu zuwa: Repsol (-3,44%), Arcelor Mittal (-3,69%) da Acerinox (- 3,56%).
Yayin da a gefe guda, ba za a iya mantawa da gaskiyar cewa nutsewar ruwa sakamakon tasirin kwayar Sinawa a tsakanin kamfanonin da ke da alaƙa da albarkatun ƙasa. Wannan mummunan labari ne ga kasuwannin daidaito saboda waɗannan hannun jari sune tasirin motsawa a cikin lokuta masu fa'ida a cikin tattalin arzikin duniya. Kamar yadda aka shaida a shekarun baya da shekarun da suka gabata. A wani fannin kuma, masu saka hannun jari sun mayar da matsin lambar zuwa bangaren otal din Turai, wanda kuma ya kasance daya daga cikin wadanda suka fi fama da faduwar farashinsu. Misali, a game da manyan sarƙoƙin Spain kamar Meliá da NH waɗanda ke da tasiri kai tsaye zuwa kasuwar Sinawa.
Sauran sassan suna da matukar damuwa ga kasar Sin
A gefe guda kuma, kamfanoni masu ƙwarewa a cikin kayan alatu kamar LVMH (-3,68%) da Kering (-3,61%) wasu daga cikin waɗanda suka sake fuskantar matsin lamba a farkon mako. Bayan sun haɓaka halin ƙima a cikin makonnin da suka gabata kuma hakan ta wata hanya ya gyara tarin nasarorin da suka samu tun farkon wannan shekarar. Kazalika gaskiyar cewa sauran hajojin halayya masu kyau a cikin wannan bangare na musamman sun ga matsayin su a kasuwar hannayen jari ya ragu. Kamar yadda a cikin takamaiman lokuta na Abinda yake (-4,6%) da kuma Hermès (-4,3%), waɗanda sune ƙimar ƙaƙƙarfan ladabi dangane da jerin zaɓin lambobin Faransanci.
A wata hanyar kuma, ya kamata a lura cewa China ta zama babbar kasuwa don ci gaban ɓangaren alatu. Kuma irin wannan labaran yana ɓata waɗannan ra'ayoyin da nake da su har yanzu. Kodayake ba a san shi a ƙarƙashin wane ƙarfin ba, ba ma idan za su iya murmurewa a waɗannan makonnin ba. A wani bangaren kuma, ba karamin muhimmanci ba shi ne gaskiyar cewa illolin matsalar rashin lafiya a kasar Sin na iya samun mahimmancin tasiri a kasuwar hada-hadar hannayen jari fiye da wadanda masu binciken kudi daban-daban suka kirga da farko. Inda zai iya ba da wasu abubuwan ban mamaki ga sha'awar ƙananan da matsakaitan masu saka jari.
Yankunan da za'a iya sake kimanta su
Yaduwar kwayar cutar Corona ta kasar Sin na samar wa masu hada-hadar kasuwannin hada-hadar hannayen jari wani dalili kuma na shakkar shigowar su wasu dandalin na duniya. Aƙalla idan ya zo ga mafi ƙanƙan lokaci, kuma musamman tare da yawancin alamun fihirisa a ciki overbought halin da ake ciki. Idan aka ba da wannan yanayin, gaskiya ne kuma cewa akwai fannoni da dama da za su iya cin gajiyar wannan mummunan halin rashin lafiya a ƙasar Asiya.
Ofaya daga cikinsu, kuma kamar yadda a ɗaya hannun, yana da ma'ana don tunani, shine wanda ke da alaƙa da kayayyakin magunguna da magunguna musamman. A 'yan kwanakin nan an ga yadda farashinsu a kasuwannin hada-hadar kuɗi ke tashi tare da ɗan sauƙi. Har zuwa ma'anar cewa ana iya samun kyakkyawar dawowa ta hanyar ayyukan tsinkaye. Wato, ana nufin gajeren sharudda inda halayensu zai iya zama mafi alheri kuma tare da samun babbar shawara mai ban sha'awa ga kowane bayanin ƙaramin matsakaici da matsakaitan mai saka jari.
Wani fannin da zai iya kasancewa aƙalla tsaka tsaki a fuskar yaduwar kwayar cutar coronavirus a cikin China shine wutar lantarki. Domin yana tafiya ne ta hanyar ci gaba a duk duniya kuma yana zama mafaka a cikin yanayi irin wannan. A zahiri, yana ɗaya daga cikin waɗanda suka faɗi mafi ƙarancin faduwar kasuwar hannayen jari wanda ya faru a ranar Litinin da ta gabata kuma hakan na iya yin amfani da halin da yake ciki a yanzu a kasuwannin daidaito. Ba abin mamaki bane, sigogin sa sun banbanta kuma hakan ba shi da alaƙa da wannan gaskiyar da ke jagorantar kasuwar hannun jari a cikin wannan makon mai ban mamaki ga masu saka hannun jari. Daga gare ku zaku iya ɗaukar matsayi tare da cikakken natsuwa ta fuskar abin da ke faruwa kusa da Pacific. Inda a wannan karon ba za su iya ba da mummunan mamaki lokaci-lokaci ga bukatun ƙananan da matsakaitan masu saka jari.