Iri 2022 rave gore rakaoma kune euro, iyo yadonha pachiyero nedhora rekuAmerica mumamiriro ezvinhu akaoma kune kondinendi yekare. Asi zvakare yakawedzera mukana weimwe kutengeserana iyo yakaratidza purofiti yakasimba (kusvika 29% gore rino) uye yakaderera kuwirirana nemakirasi echinyakare asset. Pazasi tinotsanangura kuti iyi "kutakura kutengeserana" inoshanda sei uye kuti ichave yakakosha sei pakudzidziswa kwako kwekutengesa.
Ngationei... Chii chinonzi carry trade?🤷♂️
Kushanda kwe ita zvekutengeserana Inosanganisira kutenga mari ine pundutso yepamusoro nekukwereta mari mumari ine pundutso yakaderera. Izvi zvinoturikira mukutenga avo vane mibairo yakakwirira uye kutengesa avo vane mibairo yakaderera. Chikonzero ndechekuti kudzoka kwekare kunowanzopfuura kune ekupedzisira munguva yepakati, kana zvose zvakasiyana-siyana mumitengo yemari uye zvikomborero zvavanogadzira kubva pakusiyana kwemari yezvibereko zvakatorwa. Izvi zvinotakura kutengeserana zvinosanganisira kutengwa kwemari kubva kunyika dzichiri kusimukira nekutengesa maeuro, uye pane zvikonzero zvishoma nei yakashanda zvakanaka: 1. Mari dzechimbadzo dzeEuropean Central Bank (ECB) dzaive dzisina kunaka kusvika mwedzi wapfuura. , nepo mitengo yemubereko mumisika mizhinji iri kusimukira (iyo yakanga yatove yakakwirira pakutanga kwegore) yakangokwira. Izvo zvakapa mubairo wekuwedzera musiyano wekutakura vatengesi kuti vawane pundutso kubva.
2. Euro yakarasikirwa noukoshi pamari 18 pa23 yakaongororwa neBloomberg kubvira pakutanga kwegore. Naizvozvo, vatengesi vakatengesa euro vakabatsirwa nekudonha kwemutengo wayo. Kana tikaenzanisa izvi ne Dhora rekuUS, iyo yabva pakusimba ichienda kune imwe simba, tichakwanisa kunzwisisa kuti sei kuvhiyiwa uku kwakapfuura zvakafanana nedhora rekuAmerica nemuganho chaiwo.
Kuita kwemari dzemusika dziri kubuda kusvika parizvino gore rino zvichipesana ne euro nedhora. Kunobva: Bloomberg.
Pamusoro pezvo, vatengesi vari kubheja izvo zvinotakura kutengeserana zvicharamba zvichibatsira kwerinosara gore rose. Nekondinendi yekare iri padanho rekuderera kwehupfumi, ECB haizove pachinzvimbo chekukwidza zvine hukasha mitengo yezvibereko. Izvi zvinoreva kuti mubairo wepakati pakati pemisika ichiri kusimukira neEurope haugone kudzikisira, izvo zvinoderedzawo tarisiro yekukura kweeuro.
Ndedzipi njodzi dze strategy iyi?😮
Senguva dzose, nekuda kwekuti kutengeserana kwekutakura kwakashanda zvakanaka munguva yakapfuura hazvirevi kuti icharamba ichidaro mune ramangwana. Uye sezvo mabhizimusi ekutakura (kunyanya anonyanya kupa mari) anowanzo kuve akatsvikinyidzana, zano racho rinogona kurova panguva yekunetseka kwemusika sezvo vanoisa mari vachimhanya vachibuda kamwe chete. Mari dzemusika dzichiri kusimukira dzinogonawo kunge dzakanyanya kushanduka. Matambudziko ehupfumi mumatunhu ane nhoroondo yekusadzoreka, izvo zvinogona kukonzera kudonha kukuru kwemari. Naizvozvo, mubereko wemhindu misiyano inotakura vatengesi vemabhizimisi vaibatsirwa nayo inogona kurasikirwa nezvose (uye nezvimwe) kana kukosha kwemari yemusika iri kubuda inodonha. Panogonawo kunge paine contagion effect. Matambudziko ehupfumi mumisika iri kusimukira ane nhoroondo yekupararira kupfuura nzvimbo dzavanotanga, zvichiita kuti mari zhinji dziwire panguva imwe chete.
Kubatsira kweiyo yekutakura kutengeserana zano nemaeuro uye iri kubuda mari yemusika. Kunobva: Bloomberg.
Chekupedzisira, kutengeserana kwe forex kunowanzo itwa uchishandisa kuwedzera. Kana tikapa mari shoma shoma inowedzera, purofiti yedu inogona kukura, asi zvakare zvinoreva kuti kufamba kwemari kudiki munzira isiriyo kunogona kutikonzera kurasikirwa kukuru. Kana tikafunga kutengesa zvine mutsindo, tinofanira kuishandisa zvine mwero. Iro bakatwa rinocheka kaviri rekudzidziswa kwedu kwekutengesa, asi kana tikaziva mashandisiro azvo zvese zvinofamba zvakanaka.
Saka tinoisa sei kutengeserana kwekutakura mukuita?✍🏼
Mushure mekunge taona kuti chirongwa chekutakura chekutengesa chinoshanda sei uye zvikomborero uye njodzi dzavanounza kumapurisa edu, tichaenda kune rimwe divi rinoshanda kuti tivhare chidzidzo ichi chinokosha chekudzidzira kwako kutengesa: 1. Tinovhura peji. Global-Rates.com kuona mibairo ichangoburwa yakatarwa nemabhanga makuru enyika. Misika iri kusimukira yakanyorwa pawebhusaiti yeGlobal-Rates iSaudi Arabia, China, India, South Africa, Indonesia, Poland, Czech Republic, Mexico, Russia, Chile, Hungary, Brazil neTurkey.
Pfupiso yemitengo yazvino yemubereko yenhamba huru yemabhanga makuru. Kunobva: Global-rates.com
2. Tinosarudza nyika ina dzekutanga dzichiri kusimukira dzine mibairo yepamusoro. Parizvino, ivo Türkiye, Brazil, Hungary neChile. 3. Tenga mari dzenyika ina idzi dziri kusimukira uchipikisa euro. Somuenzaniso, kana tikatenga BRL/EUR pair zvinoreva kuti tiri kutenga Brazilian chaiyo uye kutengesa euro. Isu tinofanirwa kugovera huwandu hwakaenzana kune imwe neimwe mari peya, nenzira iyi isu tinosiyanisa njodzi kana imwe yenzvimbo yedu ichitambura kurasikirwa kukuru.
Zuva rega rega ratinochengetedza mashandiro, bhuroka redu remari inoisa mutsauko wemitengo yemhindu pakati pemari kuburikidza nenzira inonzi "rollover". Seimwe bhonasi yakawedzerwa, mari dzinopa goho repamusoro dzinowanzokwira mumutengo unoenderana nedzedzinopa goho, sezvo vakawanda vanoisa mari vachiuya kwavari kuti vabatsirwe nemitengo yakakwira. Zvino zvataongorora mabhenefiti uye njodzi dzekutakura kutengeserana zano; Unofungei nezvake? Iwe unoona zvichibatsira pakudzidziswa kwako kwekutengesa?