Kudin Fed ya yanke daga 50 tushe maki Ya kasance sabon motsi a kasuwannin daidaito a duk duniya. Inda manyan masu cin gajiyar su ne kamfanonin Amurka waɗanda za a haɓaka tare da raguwa mai yawa a cikin kuɗin kuɗaɗe, kuma musamman waɗanda aka keɓe don fitarwa. Amma ta yaya wannan canjin kuɗin ya shafi kamfanonin da aka lissafa a kasuwar hannun jari a ƙasarmu? Da kyau, a wata hanya daban, kamar yadda zai yiwu a tabbatar a cikin wannan labarin kuma ana iya amfani dashi don ƙanana da matsakaitan masu saka jari don ƙirƙirar jarin su na gaba.
Wannan shawarar ta Tarayyar Tarayyar Amurka tana da tasiri sosai ga abubuwan tsaro waɗanda ke cikin kasuwar ci gaba ta ƙasa, a wata ma'ana ko wata. A yanzu, manyan wadanda abin ya shafa su ne kungiyoyin hadahadar kudi wadanda ba su daina faduwa. Tare da sababbin ƙarancin kuɗi a cikin farashin sa kuma hakan ya rage daraja fiye da 4% a cikin kwanakin bayan wannan shawarar. Musamman, Santander ko BBVA saboda tsananin tasirin su a Latin Amurka kuma wannan matakin zai shafesu. Amma sama da duka, saboda Babban Bankin Turai (ECB) na iya yin hakan a cikin kwanaki masu zuwa kuma a wanne hali zai zurfafa asarar.
Saboda a sakamakon haka, ɗayan sakamakon tasirin ƙimar Fed na maki 50 shine cewa a Turai tana iya samun motsi ɗaya a kasuwar kuɗi. Kuma wannan wani abu ne wanda tabbas bankunan ƙasa ba sa so kwata-kwata. Ba zai zama baƙon abu ba, sabili da haka, sashin kuɗi ya ɗauki Ibex 35 don sanya kanta kusa da maki 8.000 ko ma a ƙananan matakan saboda babban takamaiman nauyin da wannan ɓangaren kasuwancin yake da shi a cikin jerin zaɓin daidaito a ƙasarmu. Zuwa ga cewa yana iya kasancewa mafi rauni a cikin dukkan nahiyar ta tsohuwar nahiyar, kamar yadda aka tabbatar a makonnin da suka gabata. Tare da matsanancin rauni wanda zai iya tura ku zuwa ko da ƙasa da matakan yanzu.
Ratesananan kuɗi: waɗanda aka cutar
A kowane hali, idan darajar manyan shugabannin duniya ta faɗi ƙasa, babu shakka cewa manyan masu asara sune waɗanda aka lissafa tare da kasancewa a Amurka don haka daftari a cikin dala. Wannan rukunin ya haɗa da kamfanoni masu mahimmancin mahimmanci a cikin Ibex 35, kamar Acerinox, ACS, Ferrovial, Gamesa, Grifols da Iberdrola. Wasu daga cikinsu ba sa yin hakan sosai bayan abubuwan da suka faru tare da bayyanar da coronavirus. Da kuma cewa zai iya lalata dawo da ita kasancewar tana ɗaya daga cikin sharuɗan da suka fi dacewa da juriya koma baya wanda aka samar a kasuwannin daidaito.
Yayin da a gefe guda, ba za mu iya mantawa cewa akwai amintattun tsaro da yawa waɗanda aka jera a waje da Ibex 35 waɗanda su ma wannan matakin kuɗin zai cutar da su. Musamman waɗanda suka riga suna da masana'antu a Amurka kuma musamman waɗanda aka keɓe don fitarwa. Kasancewar zasu shafesu matuka kasancewar daga yanzu kayansu sun kara tsada saboda karban kudin Euro. Sabili da haka mafi mahimmancin abu shine cewa kimar sa a cikin kasuwannin daidaito yana wahala. Tare da faɗuwa mai faɗi a cikin farashin su wanda zai iya ɗaukar su zuwa matakan da ba za'a iya tunaninsu ba aan watannin baya. Tare da firgita tsakanin masu saka hannun jari.
Kamfanonin da suka fito da nasara
Akasin haka, yunƙurin kwanan nan na hukumomin kuɗi zai amfani ɓangarorin kasuwar hannayen jari masu bashi da yawa. Misali, amfani kuma, zuwa wani harka, sadarwa wacce zata iya zama amintacciyar mafaka ta fuskar wani yanayi wanda samari da matsakaitan masu son saka jari ba sa so. Koda tare da yiwuwar za su iya yin aringizon farashin a cikin watanni masu zuwa kuma a kowane hali don samun ku a cikin jarin saka hannun jari wanda za mu sabunta a cikin waɗannan watannin. Endesa tana ɗaya daga cikin shari'o'in da suka fi dacewa don fahimtar wannan sabon shawarar kan musayar hannayen jari a duk duniya kuma hakan na iya haifar da sake sanya shi a kusan Yuro 26 don kowane rabo.
Amma akwai wasu sassan kasuwancin da zasu iya fitowa da kyau daga wannan sabon halin kuɗi. Labari ne game da Socimis saboda suna bayar da babbar riba kuma sabili da haka suna ƙaruwa da kwarjini idan aka kwatanta da tsayayyun dukiyar samun kuɗi. Ba abin mamaki bane, na biyun suna samar da kuɗin ruwa wanda yake ƙasa da matakan 2%, a bayyane yake rashin gamsuwa ga bukatun ƙananan da matsakaitan masu saka jari. Yayinda takaddun waɗannan rarar ya motsa a cikin kewayon da ke tsakanin 3% da 7% kusan. Aikin da za a iya amfani da shi don ƙirƙirar jakar tsararrun jaka don matsakaici da dogon lokaci.
Kamfanonin gini suna jira
Wannan muhimmin bangare na canjin kudaden shiga na kasarmu a bangarensa ya kasance a cikin yanayin tsaka tsaki fiye da sauran. Abin da ke sa aiki ya kasance da wahala ga ƙanana da matsakaitan masu saka jari lokacin da suke yanke shawarar sayen hannun jari daga yanzu. Domin a zahiri, bazai zama lokacin siye a bangaren gini ba. Wannan ɗayan sassa ne na gargajiya inda babban wherean ƙananan masu saka hannun jari ke mai da hankali shekaru da shekaru, amma wanda ya rasa ƙarfi a cikin shekaru biyu da suka gabata. Ina ACS kuma musamman Ferrovial Kamfanonin da aka lissafa sun yi aiki mafi kyau a wannan lokacin.
Yayin da a gefe guda, dole ne a kuma jaddada cewa sauran waɗanda ke cin gajiyar wannan sabon halin su ne kamfanonin da suka fi alaƙa da abinci. Amma ba tare da kasancewa a Amurka ba kuma ana iya ganin hakan daga yanzu, kodayake ba tare da babban ƙoƙari ba saboda mummunan yanayin da aka lissafa waɗannan kamfanoni kuma hakan na iya ɗaukar nauyin su a wani lokaci a cikin shekara. Amma aƙalla dole ne su yi la'akari da su yayin kafa jarin saka hannun jari na gaba. A gefe guda, a kowane yanayi gaskiyar cewa
Amfana daga tashi
Duk da yake a ɗaya hannun, ɗayan manyan waɗanda suka ci nasarar wannan dabarun kuɗi sune kamfanoni a cikin ɓangarorin lantarki da kamfanoni waɗanda ke da matakin bashi mafi girma. Har zuwa yadda zai iya yin aiki mafi kyau a kasuwannin daidaito. Tare da sauƙaƙewar da suke yanzu suma sun nitse cikin haɗarin da yaɗuwa sanadiyyar yaduwar kwayar cutar coronavirus. Amma faɗuwar yawan kuɗin sha'awa koyaushe ana karɓar ta wannan rukunin kamfanonin da aka lissafa. Yadda ake ɗaukar matsayi a hannun jari, kamar su Iberdrola, Endesa ko Naturgy.
A ƙarƙashin wannan dabarun saka hannun jari, ana bincika sauran al'adun amfani. Ba a banza ba, ƙimar kuɗi kuma zai huta jingina a ƙarshe da kuma lamuni, wanda zai bayyana a cikin ƙasa da kasuwannin mota. Daga wannan ra'ayi, masu amfani sauran bangarori ne da ke cin gajiyar wannan shawarar ta manyan bankunan. A ma'anar cewa ƙananan ƙarancin riba yana amfanar masu bashi, tunda yana basu damar biyan ƙasa da bashin su ban da yin sabon lamuni mai rahusa. Saboda ƙimar ƙimar farashin kuɗi sabili da haka yana iya kunna amfani a cikin watanni masu zuwa.
Me yasa ƙananan ƙimar?
A ƙarshe, nuna gaskiyar cewa ɗayan maƙasudin ƙananan ƙimar shi ne ƙoƙarin haɓaka hauhawar farashi, kuma a kowane yanayi yana tashi yayin amfani. Abin da ya faru shi ne cewa a halin yanzu iyakokin da cewa Babban Bankin Turai (ECB) don aiwatar da waɗannan matakan sun fi ƙanƙanta fiye da ɗaya gefen Tekun Atlantika. Saboda farashin kuɗi ya riga ya kasance a cikin ƙasa mara kyau, a 0%. Sabili da haka, ikon su na motsa jiki ya ragu sosai kuma za a sami matsaloli da yawa don amfani da wannan dabarar a cikin tsarin farautar wannan yanki na tattalin arziki. Akasin haka, fannin hada-hadar kudi wani bangare ne na wadanda ke fama da manufofin ECB, tunda tana cajin kudi -0,2% na ajiyar ajiyar lokaci kuma hakan yana da mummunan amfani ga ayyukan kananan da matsakaitan kamfanoni.
A wannan ma'anar, ya kamata a lura cewa babban shugaban ECB. Cristina Lagarde, tana tunanin ci gaba da manufofin magabatanta Mario Draghi tare da manufofin da ba na al'ada ba. Amma tare da manyan matsaloli don ci gaba da rage farashin amfani saboda ba ta da wata dabara da za ta iya yin tasiri don yaƙar koma bayan tattalin arziki da ke kunno kai bayan ɓarkewar cutar coronavirus tun daga Fabrairu. Kuma wacce kasuwannin daidaito za su jira, musamman kasuwannin hannayen jari na tsohuwar nahiyar.