Hapana chigadzirwa chakakosha kupfuura mvura. Asi kuwanikwa kwepasi rose kuri kudzikira sezvo shanduko yemamiriro ekunze iri kukurumidza. Inguva yakanaka, saka, yekufunga nezve mukana wekuita mari mune dzimwe masheya kuti tizorodze mapotifolio edu nemvura.
Sei mvura?🚿
Chiverengero chavagari vapasi zvachinowedzera uye chinova chakapfuma, kudiwa kwemvura yakachena, yakachena kunokura pamwe chete nayo. Uye kwete yekunwa chete: mvura yakavimbika yakakosha kumanyuko ezvekudya enyika. A report cheUnited Nations pamusoro pekuchinja kwemamiriro ekunze chave chiri chiyeuchidzo chakakodzera nguva chokuti nyika iri kudziya nokukurumidza, ichiisa dzvinyiriro paminda yokurima. Pakati pezvizhinji zvinokatyamadza zvakawanikwa, gwaro iri rinoti nzvimbo zhinji dziri kutoona kuderera kwekuwanikwa kwemvura.
Dhiagiramu yekushandiswa kwemvura yakachena pasi rose sechikamu chezviwanikwa zviripo muna 2018. Source: UN
Pamusoro pazvo, marita 15.000 XNUMX emvura anodiwa kubereka kirogiramu yemombe, uye inoshamisa marita gumi nemaviri yeamanda imwe chete. Naizvozvo, sezvo nyika inopfuma uye inodya zviri nani, U.N. rukudzo kuti mvura yepasi rose ichave yakaderera ne40% pane inodiwa pakupera kwemakore gumi. Hapana kupokana kuti nhamba idzi dzinotyisa. Asi kune vamwe vanoisa mari, iyi mutsauko unoshamisa pakati pekupa uye kudiwa mukana wekuita purofiti pane dzimwe nzira dzekudyara. Pakati pevanonyanya kuita mariri emvura ndiMichael Burry: chiremba akasiya nzvimbo dzehutano kuti ave maneja wehedge fund. Nyaya yake yakafuridzira bhaisikopo rinonzi The Big Short, apo Burry ane budiriro huru mushure mekufanotaura nemazvo dambudziko resubprime ra2008. Asi bhaisikopo rinopera neshoko iri:
Kupfura kwekupedzisira kweThe Big Short
Tingaita sei mari muzvitoro zvemvura?🤽
Kusiyana negorosi kana kofi, mvura ndeimwe yezvinhu zvishoma zvisingakwanisi kutengwa pamisika yezvekurima. Zvaunogona kuita kuisa mari muzvikamu zveimwe yemakambani mazhinji anopa mvura kana kugadzira tekinoroji inovabatsira kushanda. Vatengesi vemvura makambani mabasa ehurumende makambani anodzorwa anoshanda pasi pemiganho yakaoma yekuti vangachaja mangani uye kuti imarii yavanogona kuita. Makambani ekushandisa, akadai sePennon (PNN), anogona kuve mari yakanaka mumasheya anoyevedza, akagadzikana, uye anowanzo kubhadhara zvikwereti nekudzoka kwakanaka. Asi kana iwe uchitsvaga imwe njodzi-mubairo zano, makambani emvura tekinoroji seNomura Micro Science (6254) anogona kuve ane pundutso sarudzo.
Uye kune mari yekudyara muzvikamu zvemvura?🧺
Kune akati wandei ekuchinjana-kutengesa mari (ETFs) inodyara mumakambani ari muchikamu chemvura. Ingoyeuka kuti ivo vanowanzochaja miripo yakakwira kupfuura maETF emusika wekudyara masheya anotevera S&P 500 kana FTSE 100. Yakakura nemidziyo iShares Global Water ETF (IH2O), iyo inoteedzera index yeS&P. Global Water 50. Mari iyi yakaunza purofiti kune vanoisa mari kwegumi nerimwe makota uye yakakwira nekukurumidza kupfuura iyo yakazara equity investment market. Kubva payakavambwa yakakwira ingangoita 11% zvichienzaniswa nekupeta kaviri MSCI All-Country World Index.
Kuenzanisa kwekudzoka kwemvura ETFs. Kunobva: Bloomberg
Yechipiri yakakura kwazvo ETF yemvura nemidziyo ndeye Invesco Water Resources ETF (PHO), iyo inoteedzera Nasdaq OMX US Water Index, uye yechitatu ndiyo Lyxor World Water ETF (WAT), iyo inoteedzera Societe Generale World Water Index.
Pane dzimwe nzira dzekuita mari mumastock emvura?🤷🏻♂️
Taigona kutevedzera Michael Burry ndokutenga minda yeminda inodiridzwa. rukudzo kuti 72% yemvura yose inoshandiswa pakurima. Nekudaro, hazvisi izvo chaizvo zvinoshanda kubhidha paminda yekurima. Tinogona, semuenzaniso, kuita mari muzvikamu zve real estate investment trusts (REITs) yakatarisana nekurima, seGladstone Land Corp. (LAND) uye Farmland Partners (FPI).
Ndezvipi zvakaipira kuisa mari mumvura?😨
Kudyara mumasheya muchikamu ichi hakuna vimbiso yekuti ivhu rinorimwa richakoshesa mukukosha. Kufanana nemaindasitiri mazhinji, kurima kuri kuvandudza kushanda kwayo gore rega rega uye mhando nyowani dzezvirimwa dziri kuvandudzwa izvo zvisingakuvadze zvakatipoteredza. Kugadzira chikafu chakawanda kubva munzvimbo imwechete yevhu, nemvura shoma, zvinogona kuisa kuderera kwemitengo yevhu. Semuenzaniso, mutengo wevhu muAmerican Midwest, semuenzaniso, hauna kumbochinja mumakore gumi apfuura.
Midwest farmland mutengo kuchinja. Kunobva: Federal Reserve Bank yeChicago
Vanhu vachagara vachida mvura, asi mari yakanaka mumasheya inofamba pakati pekupa uye kudiwa. Pakupedzisira, zviri kwauri kuti usarudze kana girazi rakazara nehafu kana hafu isina chinhu paunenge uchiita iyi mari mune mamwe masheya.