Iko musika wemasheya unoramba uri mudziyo wakashata wemabhengi chikamu masheya mushure mekuwedzera kweiyo coronavirus uye mazhinji acho ari kutotengesa pazasi emakore apfuura. Kunyanya, masangano emabhengi ane zvido zvakasiyana, aripo munzvimbo dzakasiyana dzenharaunda dzinogona kutitungamira kufunga kuti dambudziko kuSpain, kunyangwe rakakura sei, rinogona kusanganiswa neakataurwa pamusoro. Kusvika padanho rekuti izvi zviri kutarisira mukana chaiwo wekufamba kwemakambani kunoitika pakati pemamwe emabhangi akabatanidzwa mune yakasarudzika indekisi yemari munyika yedu, Ibex 35.
Chokwadi ichi chinogona kuitika nekuti kubva kuEuropean Union (EU) uye kubva ku European Central Bank (BCE) yagara kwenguva refu ichikurudzira uye ichikurudzira kubatanidzwa pakati pezvikwata kuvandudza solvency yavo. Mupfungwa iyi, zvinofanirwa kuyeukwa kuti vhiki idzi dziri kurangarira kuti kubatana pakati peDeutsche Bank neCommerzbank kwakagumburwa zviri pamutemo gore rapfuura. Imwe yemabhomba makuru anga achakanganisa chikamu chine simba mukati meEU. Asi ikozvino tarisiro iri kumatunhu echikwereti epasirese sezvo mamiriro avo asiri akanakisa mushure mezviitiko zvakaitika kubva mavhiki ekutanga aKurume.
Nguva iyo mapoka emari eSpanish akaderera zvakanyanya mumisika yeSpain equity. Mumahombekombe ayo anokwenenzvera pakati pe30% ne50%, iri kutaura zvakawanda pachikamu chine huremu hwakanyanya muIbex 35 uye chakakonzera kuti chiendeswe kune 6000 poindi nhanhos. Kunyangwe gare gare yakadzokororwa ne15% semhedzisiro yekutaridzika kunoonekwa kwemisika yemasheya kutenderera pasirese. Chero zvazvingaitika, ndechimwe chezvikamu zvinonyanya kushanda mune ino rondedzero yegore. Nemitengo yeporiori iyo inogona kuve inonakidza kwazvo kutanga kutora chinzvimbo mune izvi zvemari zvinhu. Nezvikosoro zvinoenderana nekuremekedza mitengo yavo yekutanga kwegore.
Mabhangi: zvinogoneka OPAS
Chimwe chezviitiko izvo zviri kutariswa mazuva ano mubatanidzwa pakutenga kwemamwe mabhangi aripo mumusika uri kuenderera wenyika yedu. Kubva pane iyi nzira muchirongwa chemabhangi, kumwe kwekufamba kunonzwika zvakanyanya mumapoka evamiriri vemari mubatanidzwa pakati pe Banco Santander uye BBVA. Nekuti mukuita, kwaizove shanduko chaiyo mukati meiyi yakakosha chikamu mune hupfumi hweSpain. Sezvo chiri chihombe-chikamu chiito chinogona kukanganisa nzvimbo yemusika wemasheya echikamu chose kubva zvino zvichienda mberi. Nemaonero akasiyana mune yega yega kesi.
Nepo kune rumwe rutivi, hazvigone kukanganwika kuti zano kubva kumasangano enharaunda ndere kudzikisa huwandu hwezvikwereti zvikwereti. Chinhu chakange chatotaurwa nezvacho kubva dambudziko rekupedzisira rezvehupfumi, kumashure mu2009 uye izvozvi zvinoita kunge zvicharangarirwa semhedzisiro yemamiriro azvino ehupfumi kutenderera pasirese. Uye izvo zvinokonzereswa neakakosha hunhu hwebhengi chikamu munyika medu uye izvo zvechokwadi zvinokasira nekukurumidza kwete kupfuura gare gare kune kusangana kwemapoka emari. Iko muIbex makumi matatu neshanu mitsara yebhizinesi inosanganisirwa mukati meichi chikamu chebhizinesi: madiki, epakati uye makuru mabhanga. Nema manejimendi ayo akasiyana zvachose mune yega yega uye se kune rimwe divi zvine musoro kuti unzwisise kubva kune vamiririri vemari.
Hunhu hwakaipisisa muna2020
Chero zvazvingava, pane chokwadi chiri kuvhenekera uye ndiko kuti chikamu chebhangi ndicho chine basa rakaipisisa kubva pamazuva ekutanga aNdira. Nepakati nepakati kuderera muchikamu chakasvika mazuva ano mazinga ari padhuze ne36%. Nemaitiro akashata akange atovepo kunyangwe dambudziko rehutano risati ratanga nekuda kwekuwedzera kwecoronavirus. Nemaitiro ekuderera ayo kwemwedzi yakati wandei anga akajeka kwazvo maererano nematemu ese ekusingaperi: mapfupi, epakati nepakati. Nekunonoka kwakakosha zvine chekuita nemamwe akakosha zvikamu zveiyo yakasarudzika indekisi yemusiyano wemari yenyika yedu, nemisiyano inogona kusvika pamatanho mukoteti yemitengo yavo ingori pamusoro pe5% kana kunyangwe 10%.
Mukati meichi chirevo chizere, chikamu chebhengi muSpain handicho chinonyanya kuita kuita kuchengetedza kunobatsira kubva ikozvino. Kana zvisiri, pane kudaro, ndeyekuisiya pane radar mukutarisana nezvingaitika mumavhiki anotevera. Asi hazvifadze kuita chero mhando yekutenga nekuti pane zvakawanda zvinorasika pane kuwana. Nenjodzi yekushanda zvachose haina kudikanwa kune kwedu pachedu zvido mune yasara yegore. Sezvo chinhu chine musoro ndechekuti mitengo yavo ichawona mitengo yakaderera munzvimbo dzinouya uye chokwadi ichi chinofanira kutiendesa kure nezvinzvimbo izvi mumusika wemasheya nekuti hapana mubvunzo kuti tinogona kuva nezvishamiso zvakawanda zvakaipa kubva zvino zvichienda mberi.
Kubatanidzwa kunogona kuitika
Mimwe yemisanganiswa inogona kuitika kubva ikozvino zvichienda mberi mune ino yakakosha sitoko musika chikamu munyika medu inokurukurwa mumapoka evatengesi. Mune ino pfungwa, imwe yeanonyanya kuitika ndeye uyo ane protagonist ari Bankia neCaixabank uye kuti inokwanisa kuita mubatanidzwa uyo unogona kugutsa zvido zvevachagovani vemativi ese eichi chiitiko. Muzviitiko zvese izvi, ivo vari pazasi emakore mazhinji apfuura uye neyakajeka nzira yekudzikira pamatemu ese ekugara. Uye izvo mune iro rekare reMadrid mari yekuchengetera, zvinogona kuitora kuenda kumatanho pazasi yeyuro yuniti kekutanga. Kana gore rapfuura anga ari muchinzvimbo chekurwisa kupokana kwaaive nako kumaeuro matatu pashare.
Imwe yemasanganiswa inobatwa mumusika wemasheya nharaunda ndiyo ine madiki emabhangi emari semaprotagonists. Pakati peavo vakamira Unicaja uye Liberbank, Pakati pezvimwe zvakakosha. Neutera hunokosheswa uye izvo zvinogona kuvatora kuenda kumatunhu asingafungidzike mumwedzi yekupedzisira yegore rapfuura. Kune rimwe divi, kubatana uku kungave chimwe chezvishuwo zvemitemo inodzora, zvese padanho renyika uye kunze kwemiganhu yedu, sezvo vachishuvira mapoka emari aine mhasuru huru kuti vapindure kune vatengi. Chinhu icho panguva ino chavasingakwanise kupa kana neimwe nzira isingagutsi kune vamiririri vemari.
Chikamu icho chiri kuzotambura zvakanyanya
Chero zvazvingaitika, mashoma kwazvo mabhangi akabatanidzwa mune yekudyara portfolio yemahomwe manejimendi mari. Nekuti ivo vanowedzera kuve nechepazasi muganho mune yavo purofiti uye iyo mhindu yemitero parizvino iri munzvimbo isina kunaka sesarudzo yeiyo European Central Bank (ECB) kuita mutemo wekudzikisa mutengo wemari. Icho chokwadi icho pasina mubvunzo chinokuvadza bhizinesi zvido zvemapoka ezvemari uye zvinoratidzwa mukukoshesa kwavo mumisika yemari. Iko mutengo weBanco Santander masheya uri pazasi memaviri euros uye iwo eBBVA matatu maeuro. Mutengo usingaenderane nehuremu chaihwo hune mairi makuru eIbex 35 anayo.
Nepo kune rimwe divi, zvakafanira kusimbisa chokwadi chekuti chikamu chebhangi chakanyudzwa mune yakadzika kudzika ikozvino uye nehukuru hwakasimba huchaita kuti kupora kwenzvimbo dzayo kuve kwakaomarara. Kunze kweyekuti zvakakosha kudzokororwa kunogona kuitika kubva panguva ino chaiyo uye izvo zvinoshanda kupfuura kutenga zvako zvikamu kuti ubvise zvinzvimbo pasi pemitengo yemakwikwi kupfuura pamatanho avo mashoma. Mune mamiriro ezvinhu apo chinhu chakangwara pakuita ndechekuzara mvura mukutarisana nezvingaitika mumwedzi inotevera. Zvirinani zvine chekuita nezve ipfupi izwi uye uko pasina kukosha kunoita iyo inosarudzika indekisi yemari munyika medu inoratidza zvishoma zvakanaka hunyanzvi chimiro.
Iyi ingangoita X-ray iyo inoratidzwa nebhengi mune akaomesesa nguva ekudyara mumusika wemasheya. Zvisinei nezvose, kuisa mari mumusika wemasheya ndiyo yakanakisa sarudzo yekuchengetedza mari, kunyanya kana yakanangana nepakati uye kunyanya kwenguva refu. Nekuti iyo njodzi mune mamwe emari midziyo yakakwira, asi uko mabhangi isiriyo yakanyanya kunaka sarudzo yekutanga hukama hwedu nemisika yeaya maitiro. Nekuti iwe unogona kuramba uchidzika pasi mukuwongorora kwako.