Izvo zvinogona kukwira mumisika yepasi rese yemisika ichave iri padhuze neiyo manhamba maviri kana iwo mazinga ekukura akaratidzirwa mumishumo yepamutemo akaremekedzwa. Kunyangwe mukati megore nhevedzano yezviratidzo ichaonekwa iyo ichapa inopfuura imwechete chiratidzo chekuvhura kana kugadzirisa zvigaro mumisika yemari. Chero zvazvingaitika, gore rinotevera rakaomesesa kune zvido zvevashambadzi vadiki nepakati avo vanozofanirwa kugadzirisa yavo stock mazano kuita kuti mashandiro ako abatsire mumisika yemari.
Masheya epasi rese emashamba anotanga kubva kune imwe yepamusoro soro mumakore mashanu apfuura. Nedzokororo ye86%, 32% uye 22% mu Dow Jones, Eurostoxx uye Ibex 35, zvichiteerana. Zvino mubvunzo ndewokuziva kana maitiro aya achigona kuchengetedzwa panguva yechiitwa ichi kana kana, nekusiyana, izvo zvigadziriso zvichaiswa muparadhiro pasi. Chero zvazvingaitika, pachave nematanho akavimbika anozoona kushanduka kwayo mumwedzi gumi nemiviri inotevera. Iwe unoda kuziva kuti ndedzipi dzinonyanya kukosha?
Mune chero zviitiko zvacho, zvichave zvakakosha kuti mugore rino nyowani vanokumisikidza iwe senzira yekudyara iyo kuchengetedzwa kweguta rako akaisa mari pamusoro nepamusoro pezvimwe zvehunyanzvi zvekufungisisa uye pamwe zvine hungwaru futi. Iwe unofanirwa kuvhura kune zvitsva zvemari zvinhu kana iwe usiri kuda kusaririra kumashure kwevamwe vatengesi. Nekuda kwechokwadi kune hupenyu huripo kuseri kwemusika wemasheya uye kune misika yezvinhu zvakakosha simbi, mbishi zvigadzirwa kana imwe nzira yekudyara kuratidza maitiro aya anogona kumisikidzwa mukati megore rinotevera rave kuda kutanga
Mazano: kukura kwehupfumi hwenyika
Kufungidzira kwegore rino ichave imwe yeinjini dzinokurudzira kana kudzoreredza shanduko yemusika wemasheya, zvinoenderana nekugadziriswa kuri kuitwa mumwedzi iri kuuya. Mupfungwa iyi, mushumo uchangoburwa we International Monetary Fund (IMF) yakasimudza kukura kwayo kwepasirese kusvika pa3,7%. Ipo ichibva kuOrganisheni yeKubatanidzwa kwehupfumi uye Kubudirira inochengetedza yakafanana tambo yekukura kwehupfumi hwenyika. Kunyangwe uchinongedzera kuti kupora hakuna kusimba zvakakwana.
Kune rimwe divi, iro dhipatimendi rekuongorora Bankinter inoyambira kuti hupfumi hwakanyudzwa muchikamu chekukura chinogona kuwedzerwa. Vatarisana nemamiriro ezvinhu aya, ivo vari mukuda kwemari sechinhu chinobatsira kwazvo chekudyara. Kunyanya, vanoisa iyo Ibex 35 chinangwa kune dzakatenderedza 11.000 mapoinzi, 9% pamusoro pematanho azvino. Kunyangwe hazvo paine kusahadzika kwakawanda kunofanirwa kujekeswa kubva zvino zvichienda mberi. Kunyanya izvo zvakagadzirirwa nyika dzeyuro zone. Chero zvazvingaitika, ichave iri yakaoma kunzwisisa kosi yemusika wemari, zvakanyanya kupfuura mumakore apfuura.
Zvinotarisirwa mubhizinesi
Mhedzisiro inounzwa nemakambani akanyorwa makota ese ichave paramende yekukosha kwakakosha kuyera mutengo wemasheya. Mukushaikwa kwemhedzisiro yechina, iyo purofiti yekambani yakanyorwa paIbex 35 yakakura muna 2018 neinosvika 13%. Nekuderera kunofananidzwa nekota yekutanga uko zviitiko zvehupfumi zvakakwira kusvika ku20%. Nekudaro, kumwe kunetsekana kwevanosima mari kuri pamusoro pekuti mhedzisiro yedambudziko reCatalan ichaendeswa sei kumaakaundi emakambani mumwedzi iri kuuya. Kusvika padanho rekuti ichave imwe yemakiyi ekumisikidza iyo nzira iyo inotora inosarudzwa inotora.
Chero zvazvingaitika, zviratidzo zvekutanga zviri kutoratidza nezve kudzikira kwehupfumi hweSpanish uye nekuwedzera mune dzenyika dzese. Kusvika pakuti inogona kuburitsa kuti purofiti yemakambani ishoma pane makore ano. Uye izvi zvinogona kuendeswa kumutengo wezvikamu uchigadziriswa kune yakakura kana shoma dhigirii. Chinhu chinogona kukonzera epasi rese misika yemasheya kudzikira zvakanyanya. Iyi ndiyo imwe yenjodzi dzaunozvifumura nadzo kana uchizosarudza huenzanisi mumwedzi iri kuuya. Inogona kunge iri nguva chaiyo yeku gadzirisa yako portfolio yekudyara. Zvese zviri mumusika wemasheya uye mune zvimwe zvigadzirwa zvemari, senge mari yekudyara.
Kuderedzwa kwesimba remari
Mutemo wezvemari pamativi ese eAtlantic ndeimwe yekiyi dzekushanduka kwemusika wemasheya mu2019. Zvisinei, vanoratidza zvimwe zvakasiyana pakati penzvimbo mbiri dzehupfumi. Kune rimwe divi, United States Federal Reserve yakafunga kupedza gore nemitero yemitero iri pamusoro pe1%, mushure mekuvakwidza nekota yepoindi. Uku ndiko kuwedzera kwechina mumutengo wemari kubvira paakachinja hurongwa hwake hwehupfumi. Kwegore idzva iri, maitiro e kukurudzira kubvisa, kunyangwe zvichizove zvishoma nezvishoma sekusimbisa kweFed. Iyi sarudzo yanga isiri chikonzero chekuti Dow Jones ave akamuka makumi maviri neshanu muzana mugore rapfuura uye agadzikana panguva dzese-dzakakwira.
MuEuropean Union, pane kudaro, pikicha yacho yakati siyanei zvishoma sezvatinoenderera mberi mutengo wemari padiki, pa 0%. Kutanga muna Ndira, European Central Bank ichagura nehafu kutengwa kwechikwereti cheveruzhinji uye chega chakatangwa kusimudzira hupfumi munzvimbo ye euro. Ichipa iyo misika yeEuropean stock yakakoshesa kanoda kusvika makumi matatu muzana muzana mumakore mashanu apfuura. Nekudaro, mu30 pachave nemamiriro matsva nekuda kwezvinangwa zvesangano rinodzora reEuropean rekumisa kukurudzira misika yezvemari. Nhau dzisina kugamuchirwa zvakanaka nevashambadzi vadiki nepakati.
Oiri yemutengo shanduko
Imwe tarisiro panotarisirwa kutarisirwa kuri pa mitengo yemafuta asina kukora. Chero chipi zvacho chakakosha kumusoro kana pasi kutsauka kunounza kamwe kamwe shanduko mumitengo yemasheya indices. Muchiitiko chekutanga nekuti ichagadzira kukakavara kwemitengo mune hupfumi hwenyika dzepasi rose. Kunyangwe kana iri yakanyorwa pazasi pemadhora makumi mana - sezvazvakaitika gore nehafu yapfuura - zvaizogadzira zvinokanganisa munyika dzakabatana zvakanyanya neiyi mari yemari. Chero zvazvingaitika, avhareji yemutengo pabhari iri kutenderera makumi matanhatu nemashanu emadhora, iine kuwedzera kwegore rega kwe40%. Kufanotaura kunongedzera kumafuta asina kuchena achikwira anenge 65% gore rino, sekureva kweazvino Goldman Sachs mushumo.
Maonero egore idzva nderekuti iyo nhema yegoridhe maitiro inosimudzira zvakare. Ichi chinhu chinogona kuranga chikamu chakanaka chemisika yemari. Kunyangwe pane zvinopesana, inogona kunge iri nguva yakanaka yekutora zvinzvimbo mumakambani akanyorwa akanangana neiyi yakakosha mari yemari. Kune rimwe divi, ichokwadi kuti iwe unogona kukuvadza iyo hupfumi munyika kukura nenzira imwechete kusvikira zvino. Iyi ndiyo imwe njodzi inosangana nekupinda kwegore idzva, sekugamuchirwa nenhamba huru yevaongorori vezvemari.
Sarudzo muItaly uye kuGerman?
Iyo yezvematongerwo enyika inozoitawo sarudzo yekuti ma equities atore imwe nzira kana imwe mumwedzi iri kuuya. Mupfungwa iyi, sarudzo dzinogona kuitika muItari mumwedzi gumi nembiri inotevera dzinenge dzakakosha zvikuru. Izvo hazvigone kukanganwika kuti iyo transalpine nyika ndiyo yechitatu pakukura hupfumi muEuropean Union, iri kumashure chete Germany neFrance. Uye wechisere munyika ine Gross Domestic Chigadzirwa ye $ 1.850.735. Chero mhedzisiro inounza kusagadzikana kwakawanda kuumba hurumende ichave nemhedzisiro mumisika yemari, uye kunyanya mumusika wemasheya.
Ukuwo, musika wemasheya unenge wakamirira kutaurirana pakati pemapato maviri mazhinji (CDU neSPD) kuti varambe vari muhurumende kuGerman. Nekuti zvikasadaro zvaizoparadzwa pasarudzo nyowani mukati megore. Nechiratidzo chekusagadzikana mumisika yemari nekuti nyaya dzinokurumidza mukati meEU dzinogona kuve dzakaoma mitezo. Kunzwa uku kunonyara kutorwa ne ChiGerman DAX iyo yasara ingangoita 1% mumutengo wayo mumwedzi wapfuura. Kune iyo inofanirwa kuwedzerwa simba remapato anozivikanwa sevanhu vanofarira.
Kubviswa kwerubatsiro muEU
Chimwe chinhu chekukosha kwakakosha icho chinoreva kubviswa kwechisimba muEuropean Union uye chichaitika gore rino. Chokwadi ichi chinogona kunge chiri yakadzika kurovera kubhegi sezvo zvinzvimbo zvipfupi zvinogona kuiswa pachena kune vatengi. Chero zvazvingava, chichava chimwe chinhu chichafanirwa kuverengerwa gore rinouya uye kwete chaizvo pasi pesimba shoma zvine chekuita nemutengo mumutengo wemasheya.
Hazvishamise kuti ichave iri mari yakawanda inofamba ichibva kumisika yemasheya kunotsvaga mimwe mikana yebhizinesi. Zvese zviri mugadziriro yemari uye mune izvo zvinofungidzirwa seimwe nzira yekudyara. Kusvika padanho rekuti inogona kuratidza shanduko yemusika wekutengesa mu2019.Nhau dzisina kugamuchirwa zvakanaka nevashambadzi vadiki nepakati.