Iyo yakasarudzika indekisi yeSpanish equities, iyo Ibex 35, yakavharwa mushure memwedzi yakawanda pazasi peiyo nhanho yakakosha yemapoinzi mazana mapfumbamwe. Nekuda kwezviitiko zvakati wandei zvakaungana uye nekudaro zvakave nemhedzisiro inouraya pane zvido zvevashambadzi vadiki nepakati. Pakati pezvakakurumbira, zvirevo zvemutungamiriri weUS achipesana neChina uye kupunzika kwepondo sterling nekuda kwekutya kuti kwakaomarara Brexit inomuka pakati pevatengesi. Uye izvo zvakaburitsa kuti huwandu hwakawanda hwesitoko yemusika weSpanish yakakundwa kune dzimwe tsigiro dzehumwe kukosha.
Ndichiri kune rimwe divi, iyi mamiriro anogona kuturikirwa sekuchinja kwemaitiro kusvika kupera kweiyo rese bullish maitiro (uye kunyangwe lateral) iyo yakapa mibairo yakanaka kwazvo kune vashoma nepakati varimi. Nekudzoka pane kusevha uko mune zvimwe zviitiko kwave kuri pamusoro pegumi muzana, pamusoro pezvikwereti izvo kukosha kwemusika wemasheya kwaunogona kugovera pakati pevagovani vayo. Icho chinyorwa chekunetseka chinogona kuvakanganisa. Tichifunga nezve njodzi chaiyo yekuti zvinhu zviri mumusika wemasheya hazvina kuita sezvazvave kusvika nazvino.
Mukati meichi chirevo, kunetseka kwadzokera kumisika yemari. Asi ino nguva, ndeyekugara kwemwedzi yakawanda kana kunyange makore? Uyu ndiwo mubvunzo wemamirioni emadhora unozoda kugadziriswa mumwedzi inotevera. Beyond imwe nhevedzano yehunyanzvi kufunga uye pamwe zvakare kubva pakuona kwezvakakosha. Mune izvo zvinofananidzwa sechiitiko chingangofungidzira kuwira kukuru mumitengo inoumba indekisi inosarudza yeSpanish equities, iyo Ibex 35.
Ibex 35, unogona kuenda kupi?
Uyu ndiwo mubvunzo wemamirioni emadhora pakati pevashambadzi vadiki nepakati. Yakanyanya kushata kutsvaga zvaunofarira nekuti zvinhu zvinogona kungowedzera kubva kune aya chaiwo nguva. Kunyangwe hazvo zvichizodiwa kuongorora chii chave chiri chiyero chekutora mukati memazuva ano kufungidzira kana kufamba uku mumisika yemari kuri kuvimbika kana kuti kwete. Kana, pane zvinopesana, iyo alarm yekunyepa yakadzokororwa zvakanyanya mumakore apfuura. Chero zvazvingaitika, kungwarira kunofanirwa kuve kwekutanga chiitiko chekuita kusvika pakupera kwegore. Nekuti ma euro mazhinji anogona kuenda pasi nemugwagwa.
Mune imwe tsinga, zvinofanirwawo kusimbiswa kuti iyi yaive mamiriro ezvinhu kuti chikamu chakanaka cheavo vaongorori vakuru vezvemari vaimirira. Nekuti zvirikuitika, ichi chinhu chandakaona chichiuya kuburikidza nehunyanzvi kuongororwa kweakanyanya masheya indices yekondinendi yekare. Iko pasina kupokana kuti kushaya simba kwainge kwaiswa munzvimbo dzavo uye mukushandurwa kwemitengo yezvivigiro zvavo pamusika wemasheya. Kusvika pakuti icho chinhu chinofanira kukosheswa kubva zvino zvichienda mberi kuita sarudzo kana zviri nani kutora chinzvimbo mune izvi zvemari zvinhu. Kana pane izvo zvinopesana, zviri nani kusarudza kuzere kwemari mumabasa emusika wemasheya.
Bhajari mutengo wakachengetedzwa
Mumwe wemhedzisiro yemhedzisiro yeIbex 35 yekuvhara mushure memwedzi yakawanda pazasi peiyo yakakosha nhanho ye9.000 mapoinzi ndiwo mutengo unokwikwidza kwazvo unoratidzwa nechikamu chikuru chehunhu hwehomwe dzeSpanish. Kusvika pakuti iwe unogona kuzvibvunza pachako kana iri nguva yekunyatso pinda mumisika yemari. Nekuti mune dzimwe nguva ikozvino mitengo yekutenga uye mune chero mamiriro ezvinhu zviri pazasi pemitengo yayo yakatarwa. Mune ino mamiriro anoshungurudza, hapana mubvunzo kuti kumwe kuyera mumakambani akanyorwa kungaratidzika kunge kwakachipa, asi chokwadi ndechekuti vanogona kuwira kumberi mumisika yemari.
Banco Santander, semuenzaniso, iri pazasi mana euros pamugove, Arcelor akatenderedza 4 euros uye nekudaro chikamu chakanaka chechengetedzo chinoumba inosarudzika indekisi yeSpanish equities, iyo Ibex 13. Asi chenjera kwazvo, nekuti izvi Hazvireve kuti iwo akadhura, asi zvinopesana, iwo kukosheswa kwakagadziriswa kune chaiko. Izvo zviri kudzikisirwa kuti nyowani yekudzikira nguva yave kuda kupinda uye ichi chinhu chinogona kuita zvakanyanya kukuvadza kune zviwanikwa zvemari kubva zvino zvichienda mberi. Kusvika padanho rekuti pane masheya akacheka mitengo yawo muhafu, semuenzaniso muzviitiko zve BBVA, Enagas uye mamwe matunhu emunyika.
Chii chingaitwe?
Muchirevo chechinyorwa ichi, chinhu chinokurudzirwa panguva ino ndechekuchengetedza kushomeka uye mushure memwedzi mishoma tora mukana webhizinesi mikana ichazobuda pamusika wemasheya. Nekuti pasina kupokana vanozoonekwa, kunyangwe mumamiriro akashata kwazvo emusika wemasheya emunyika uye kunze kwemiganhu yedu. Ichi ichokwadi chaunofanirwa kutarisira pamusoro pemamwe marudzi ekufunga kwehunyanzvi. Chero zvazvingaitika, ino haisi nguva yekuita mashandiro mukati nepakati nepakati. Kana zvisiri, pane kudaro, izvi zvinofanirwa kunyorerwa nguva pfupi yekugara. Iko pane padiki kuti kumwe kudzoka kunoitika hakuzove nemimwe mhinduro kunze kwekugadzirisa zvigaro.
Nepo kune rimwe divi, hazvigone kukanganwika kuti isu tiri kutarisana nenguva yakaipa kwazvo kune ese emunyika equities. Mupfungwa iyi, hapana mubvunzo kuti misika yemasheya yakwira kwamakore mazhinji, ingangoita kubva pakapera hupfumi hwenyika, muna 2012. Uye mune dzimwe nguva, seku usa stock exchange, inodzoka padyo ne100%. Naizvozvo, zvine musoro kuti shanduko iyi yemaitiro inoitika nekuti hapana chinokwira kumusoro kana pasi zvachose, ndoda mumisika yemari yemari. Ino inoita kunge nguva yezvinhu kuti ichinje, kunyange ichiratidzika kunge yakaipa.
Dzimwe nzira dzekudyara
Iwe hauzove nenguva yakapusa yekutsvaga sarudzo dzekuita kuti capital yako ibatsire. Hazvishamisi kuti, yakatarwa-temu bhangi dhipoziti ari pane enhoroondo akadzika uye zvakatowanda ikozvino izvo zvave mune zvisina kunaka kudzoka. Iwe unogona kuita zvishoma zvishoma nemhando idzi dzezvigadzirwa zvemari. Kunze kwekuve nemari yakachengetedzwa mukutarisana nemamiriro ezvinhu akashata emari. Ndichiri kune rimwe divi, mafomati akabatanidzwa kumusika wemasheya anoratidza izvo zvakaipira sekutenga nekutengesa masheya. Kunyanya, zvigadzirwa zvine hukasha zvakanyanya senge kutengesa chikwereti, mvumo kana zvigadzirwa. Kunze kwekunge iwe wasarudza yakaderera kukosha kunyangwe ichisanganisira akawanda njodzi mukuhaya kwayo.
Sarudzo chete yauinayo parizvino ndiyo inomiririrwa neimwe misika. Sezvazviri mune chaiyo nyaya yegoridhe, iri kuve neshanduko isinga tsanangurike sezvo iri mari yemari iri kushanda senzvimbo yekutizira pakati pevashambadziri uye kwaunogona kuita mari inobatsira nemari yakanaka kwazvo. Sezvo nevamwe mbishi zvigadzirwa zvekutanga kukosha: cocoa, soya, gorosi, nezvimwe. Kunyangwe mune ino kesi zvakanyanya kuomarara kutenga mumisika yemari. Pakati pezvimwe zvikonzero nekuti uchafanirwa kuenda kunze kwenyika kunosaina zvibvumirano izvi. Nepo kune rimwe divi, mafomati akabatanidzwa kumusika wemasheya anoratidza izvo zvakaipira sekutenga nekutengesa masheya.
Pamusika wepamberi, kuwanda kwese mukutsungirira kwenjodzi kwakatsigira dhora svondo rapfuura. Dhata kubva mukukura kwakasimba kwehupfumi muUS, huwandu hwezvibodzwa uye European Central Bank (ECB) yakazvipira kuyera kutapudzwa munaGunyana kwakatsigira greenback, iyo yakapedza svondo pamusoro pemari hombe pasi rose. Chiratidzo chete chakanakira euro ndechekuti chakakwanisa kuvhara pamusoro pe1,11 kunyangwe kushamisika kwakashata kwehupfumi uye kusava netariro kubva kuECB, sekuongorora kweEbury kwevhiki nevhiki.
Vashandi vepasi rese
Kuvimba kwevashambadziri vekunze kune dzimwe nyika muzvikamu zveSpanish gore rapfuura zvakaisa rekodhi nyowani Zvinoenderana neshumo regore pamusoro pevaridzi vezvikamu zvakanyorwa, zvakagadzirirwa neSpanish Stock Exchange uye Market Research Service (BME), vasiri-vagari vane 48,1% yemusika wekuSpain wemusika. Iwo ari maviri muzana mapoinzi kupfuura gore rapfuura uye anomiririra nyowani nhoroondo yezvakaitika. Iko kunoratidzwa kuti iyo Kuisa mari yakananga mumisika yemari yakaderera kusvika pa17,2%, nepo iyo yemakambani asiri emari yakakwira.
Kune rimwe divi, zvinofanirwa kucherechedzwa kuti makambani akanyorwa anonakidzwa nehupamhi, hwakasiyana-siyana uye huvepo huvepo hwevatengesi vekunze mune yavo capital kupfuura makambani asina kunyorwa. Vatorwa vekunze vane vangori pamusoro pe20% yezvikamu zvemakambani asina kunyorwa, zvichienzaniswa nehafu yekukosha kwemakambani paSpanish Stock Exchange iyo yavanodzora. Aya ndiwo akakosha data anoratidza kuti iyo kutora chikamu kwevasiri-vagari vemari muzvikwata zveSpanish zvinokwira maviri muzana muzana mugore rimwe chete uye zvinogadza nhoroondo.