Ino nguva inorema artillery yeFederal Reserve (Fed) uye European Central Bank (ECB) haina kukwanisa kubata nezuro kubuda kweropa kune rumwe rutivi uye rumwe rweAtlantic. With inoderera padyo ne10% uye 15%, zvichiteerana. Nechinhu chinodzora icho mune yekutanga kesi kwave nekuderera kweinenge 20% kubva kune ese-nguva marefu. Zvakatonyanya kusanzwisisika kweiyo kondinendi yakare iyo yakaonekwa isina simba sezvo yanga ichiputsa rutsigiro rwekutsigira pasina kupokana kusvikira pakupedzisira nguva yekutapwa yasvika. Asi kwechinguvana, kutenga kunoonekwa nekusavapo kwavo mumisika yese yemari pasi.
Chimwe chinhu chakakosha chemazuva ano anoshamisa pamusika wemasheya ndechekuti zvese kuchengetedzeka ivo vari padiki kwemakore mazhinji uye mazhinji. Asi pasina iyo iyo nguva inguva yekupinda mukusarudzika mumisika yemari, zvese yenyika uye kunze kwenyika yedu. Iko kusingazivikanwe chaizvo kuti chii pasi panogona kunge chiri mumatokisi indices. Nemibvunzo isina mhinduro yakadai seinotevera: mabhegi angave achiwa kwenguva yakareba sei? kana zvinotora nguva yakareba sei paavhareji kuti uwanezve, pakati pezvimwe zvakakosha.
Chero nzira, chinhu chimwe chiri pachena uye ndiko kuti kutya kwakasimba kwazvo mumisika yese yemakambani. Zvandakanga ndisati ndamboita, kubvira inowira pamusoro pe14% vanga vasati vamboonekwa munhoroondo yekutsinhana kwemasheya. Zvisinei nezvose, hachisi chokwadi chechokwadi kuti pakave nekutevedzana kwemasheya ayo ari nani kuramba kumanikidza kwehutsinye hwekutengesa. Hazvireve kuti mashandiro avo agadziriswa nechiratidzo chakanak, asi kuti kurasikirwa hakuna kunge kwakakura sevamwe. Kazhinji nekudzikira kwakasangana pakati pe3% uye 6%. Kunyangwe ivo vachizovewo ivo vanozo bhuroka nesimba shoma kubva ikozvino zvichienda mberi.
Asina hunhu hunokanganisa
Mukati meiyo inosarudzika indekisi yenyika yedu, iyi ndiyo yanga iine kuita kwakanakisa mumazuva ano. Kunyangwe mune isinganzwisisike chikamu yakavhara pane yakanaka ivhu uye akagona ita kuti mabasa ako abatsire. Iyo ndeimwe yemakambani anodzivirira zvakanyanya ayo ave achikwanisa kukwezva chikamu chemari inoyerera kubva kune vashoma vatengi vanoratidzwa nemisika yemari. Zvirokwazvo hazvikwani kudzikama mumusika wemasheya, asi zvirinani kuti utambure zvishoma munguva yazvino yekubatana kuburikidza nayo iyo misika yemasheya inorarama panguva ino chaiyo. Kuve iyo yepamusoro soro yeIbex 35 kusvika parizvino gore rino uye inogona kuita senzvimbo yakachengeteka yekutarisira maererano nekirasi iyi yemari yemari. Kusvika padanho rekuti varimi varo vanogona kurara zvishoma zvirinani mumazuva akaomesesa epasi pemari.
Iberdrola, yakanakisa magetsi kambani
Kunyangwe iine madonhwe makuru mumutengo wayo, hapana mubvunzo kuti ndiyo yakanakisa magetsi kambani mazuva ano. Mberi kwevakwikwidzi vayo mubato iri, senge Endesa kana Naturgy. Asi kunyangwe zvese, isu hatigone kukanganwa kuti mumazuva mashoma zvakabva pakutengesa gumi nemaviri euros yechikamu chimwe nechimwe kusvika pamatanho emairi euros. Asi nehukuru mukudonha pazasi pemitengo yakasara yeiyo inosarudzika indekisi yemari inoshanduka yenyika yedu. Pamusoro pezvo, uye sechinhu chakanaka, yakagadzirisa purofiti yayo mugove sezvo yasvika gumi muzana mumazuva mashoma. Kuva chimwe chezvirevo izvo kunyangwe zvese zvichipa chengetedzo kune vashoma nepakati varimi. Asi iko iko kumanikidzwa kwekutengesa kwave kuiswa zvakare zvakajeka kune mutengi uye nevhoriyamu yechibvumirano iri kurova yekuve yakakwira kwazvo.
Enagás senhare yekutizira
Sezvinotarisirwa mune ino yakasarudzika mamiriro, iyo gasi kambani ndeimwe yeayo akanyanya kukunda dutu nekuvhunduka mumazuva akaomarara ekutengesa. Zvave zvisingawanzoitika kuchiona nekuderera kwezuva nezuva pazasi pe5%, kunze kwemazuva mashoma. Yakagara iri muboka rakasarudzwa remakambani mashanu akanakisa akazvibata mazuva ese. Nekushomeka kushoma pane kune zvimwe zvese zvekuchengetedzwa kweiyi index inosarudzwa. Kunyangwe kunyangwe zvese zvadzikisa mutengo wayo uye kukosheswa mumusika wemasheya neinosvika makumi maviri muzana, izvo zviri kutaura zvakawanda mukirasi yezvichengetedzo senge yeiyi inodzivirira kana inochengetedza chikamu. Zvirinani zvakashanda kune kurasikirwa nemari shoma muzvikamu zvepamusika wemasheya zvave zvichinyatso shamisa kune zvido zvevashambadzi vadiki nepakati.
Indra kushamisika kweIbex 35
Kunyangwe kudzikira kwaro mumisika yemari, iyi kukosha kweiyo tekinoroji yakasimudzira padiki padiki pane vamwe uye mune iyi nyaya zvinopesana nekufungidzira kune zvakaratidzwa nevaongorori vemisika yemari. Chero zvazvingaitika, yakadzikira nehukuru hwakanyanya uye yakapfuura zvinonyanya kukosha zvinoenderana, izvo zvinoita kuti tifungire kuwedzera kuderera mumutengo wayo kubva zvino zvichienda mberi. Kuva chikumbiro mumisika ye equity iyo inogadzira njodzi yakakura kwazvo kupfuura zvimwe zvese uye kuti zvakaoma kwazvo kuva nazvo muchikwama kubva zvino zvichienda nekuda kwekusagadzikana kwakanyanya uko kunogona kupa mumazuva anotevera mumutengo wayo. Asi anga asiri muboka rakakonzera kurasikirwa muIbex 35, sezvo airatidzika kunge anotarisira kusati kwaparara misika yemasheya epasi rese.
Zuva pane yakanaka ivhu
Asi chero zvodii, kwave nekuchengetedzeka kwakakoshesa mumazuva akaoma uye chimwe cheavo vashoma chave cheni yekuparadzira iyo yakabatsira mumadhijiti maviri uye chakashamisa vazhinji vadiki nepakati varimi. Nokuratidza kusaenzana kwekumanikidza kumanikidza mazuva ano izvo zvave kutungamira kwariri kuve nzvimbo yekutizira chikamu chikuru chevashambadziri vakatora zvinzvimbo mumisika yemari. Mupfungwa iyi, haigone kukanganikwa kuti kukosha uku kwakabatana zvakanyanya nechikafu uye kwaona kuti vangani vatengi vakasarudza kutenga kwavo muzvitoro izvo zvakapararira munzvimbo dzenyika dzese. Zvese izvi, nemitengo yakadzikira kwazvo mukotesheni yayo semhedzisiro yemabatiro emakambani ayo akanyudzwa. Asi mazuva ano zvave kubatsira pabasa revadiki nevepakati varimi. Nekuwedzera padhuze padyo ne20%, chimwe chinhu chisati chamboitika mumusika wepasirose unoenderera mberi panguva yekuparara kwemusika uyu kwakasvika kune vese vatengesi.
Red Eléctrica inoratidzira kurasikirwa
Kusvikira padiki padiki, chave chiri chimwe chehunhu chakanyatsopikisa kusundira pasi kwemisika yemari. Munguva yedambudziko iri, 16% yekukosheswa kwayo kwakasiiwa pamusika wemasheya, zvakadzikira pane vamwe vashandi mubazi mune yakasarudzika indekisi yemari munyika medu. Kunyangwe yakave nekuita kwakaipisisa kupfuura kumwe kuchengetedzeka nehunhu hwakafanana neEnagás, kunyangwe muzviitiko zvese izvi zvakabatanidzwa mu pamusoro shanu dzakanakisa tsika yeIbex 35 mumavhiki akaoma evashandisi vemusika wemasheya. Hazvishamisi kuti ndeimwe yemabheji emastock asingachinji kubvira nguva dzese uye matinogona kuve takachengeteka mune ino hutsinye yakaderera kufamba.
Zvikanganiso zvine hunhu hwakanaka
Ehe, isu hatigone kukanganwa kukosha uku kwemusika wemasheya emusika wedu wemasheya nekuti anoita sekupotera mumavhiki ano. Iri iboka remaindasitiri rine tsika-yemazana emakore yakasiyaniswa munzvimbo ina dzechiitiko: Basic Chemistry uye Plastics, ayo anoumba iro bhizinesi boka reboka iri rebhizinesi. Nemaitiro mashoma ekutengesa achienzaniswa nemamwe masheya mukati mechikamu chawo. Mune izvo zviri nezve chimwe chezvishamiso zvinonakidza izvo zvinhu zvemari zvakatipa. Hazvishamise kuti pamusangano wakajairika wevashandi veErcros, uyo wakaitirwa muBarcelona, yakabvumidza zvisarudzo zvese zvakarongwa zviri muhurongwa, pakati pazvo zviyero zvemubhadharo wemugovana, huwandu hwacho hwese hunosvika kusvika pamamiriyoni gumi nemasere euros, iyo yakaenzana ne 40% ye2019 purofiti, inova ndiyo chikamu chepamusoro chinotarisirwa nemubhadharo wemugovani gore iro. Asi pasina kukanganwa kuti yakadzikirawo zvakanyanya kubva kupera kwaKukadzi.
Izvi ndizvo, muchidimbu, mimwe yemaitiro asina kurangwa zvakadaro nemisika yemari. Izvo hazvireve kuti ivo vakatenda, pamwe zvisingawanzo. Iko varimi vasina kusiya nzvimbo yavo vasina imwe sarudzo kunze kwekutsungirira kunaya kwemvura. Zvirinani kwemwedzi mishoma.