Iko kudyara kuchave kwakaita sei mu2019?

Investment

Iyo Inowanikwa Yekuongorora Dhipatimendi 4 Banco yakaratidza yayo Isu rekudyara ye2019, yakaratidzirwa ne "kudzikira muhupfumi hwepasi rose, kunyangwe ichichengetedza zvine mwero zvechiitiko." Padivi rakanaka, ichiri yakanaka mamiriro ezvemari uye, sekukwezva kukuru pakukura, "mwero wepamusoro wechikwereti padanho repasi rose", anotsinhira Director weKuongorora, Natalia Aguirre.

Renta 4 Banco timu yevaongorori inochengetedza yakajeka sarudzo yemari kupfuura yakatarwa mari, mune mamiriro umo zviitiko zvehupfumi zvicharamba zvichitsigira shanduko yemabhizinesi mhedzisiro (kukura padhuze nemaviri manhamba), nepo mari yakatarwa inomira kuverenga nerutsigiro rwakajeka rwemabhanga epakati.
Saizvozvo, iyo kukoshesa kuenzana iwo anokwezva mune enhoroondo mazwi, nezvidimbu zve20% uye 30% vs. yavo yemakore makumi matatu-median PER. "Ivo zvakare vanopokana neEuropean mari yakatarwa, kwatinotarisira kukwira kweIRR, kunyangwe iri shoma," anodaro director. Zvisinei, vaongorori vanoyambira kuti: «iyo inotarisirwa kudzoka muzvikwereti haizoregererwi kubva mukusagadzikana, uko kunogona kuwedzera mukutarisana nekugadziriswa kwemari uye njodzi dzinobva mukukura (tarisa kune kutaurirana kwekutengeserana pakati peUS neChina) kana zvematongerwo enyika (Italy, Brexit , Sarudzo dzekuEurope…) ». Uku kuwedzera kwekushomeka kuchaunza mikana yekutenga mukati megore rinotevera.

Kuisa mari mu2019: kuwedzera kuchinjika

Imwe yemasangano akajairika emari dzakasimwa muchiitiko ichi ndiko kuchinjika kwavo. Ndokunge, vanogona chinja kune chero mamiriro, kunyangwe zvakashata zvakanyanya kumisika yemari. Zvese zviri zviviri maererano neyakaenzana uye mari yakatarwa uye panowanikwa mamwe mamodheru. Mune zano rekudyara rinotarisana nekuchengetedzwa kwemari yakachengetwa. Nechikamu chechipiri mugore icho chinoratidzwa sechakaoma kwazvo, sekuyambirwa nevazhinji vevanoongorora zvemari zvakanyanya kutsigirwa nemisika.

Kune rimwe divi, isu hatigone kukanganwa panguva ino kuti ndeye pre-chiitiko chiitiko. mwero wekukwira munzvimbo ye euro. Uye ichi chinhu chinozopedzisira chaona shanduko yemisika yemisika. Nekuti kana zvese zvikaenda sekutarisirwa nevanoongorora zvemari, zvichave zvichitarisirwa kutanga kwegore rinouya kana paine shanduko mubumbiro remari renharaunda yeEuropean. Iine zvinoenderana nekukanganisa kwayo kumisika yemari, pane kudonha mukukosha kwemakambani akanyorwa.

Tsvaga kubatsirwa mumisika iri kubuda

China

Hapana mubvunzo kuti nemamiriro akapiwa ekushomeka kwekutsvaga, kutsvaga kwekuita purofiti kunobatsira pachena kusimukira kwemisika yemari. Asi nechikamu chidiki chinogona kuve chakakosha kwazvo kubva panguva ino zvichienda uye icho chinobva kune iro basa iro iro rezviratidzo zvehunyanzvi zveimwe yeiyi misika yemari inogona kutamba. Hazvishamisi kuti kusiyana pakati peimwe kana chimwe kunogona kuva kwakakosha uye izvi zvinoisa patafura kuti nepo musika wekuIndia wemari uri kudhura kwazvo panguva ino, zvinopesana zvinoitika kumaChinese izvo inopa kwazvo kukwikwidza mitengo kutora zvinzvimbo izvozvi.

Nepo kune rimwe divi, zvakare zvine chekuita nenyaya yekuti zvinobva zvaramba kuti mutemo wezvekuzorodza kwemari unoshandiswa ne People's Bank of China Ichabatsira hupfumi hwenyika ino kuti hudzokezve mukota kana maviri. Izvi zvinoratidzwa neNordea mari yekudyara, iyo inotarisira kuti mabharanzi matambudziko achasimudzira, pamwe nekuderera kwekukura. Iko kukokwa kuti utore zvinzvimbo mune imwe yemisika yemisika yakanyanyisa pasi rose. Hazvishamisi kuti zvakajairika kuti muchikamu chekutengesera indices dzacho dzinogona kukwira ne3% kana kunyanyisa zvakanyanya uye zuva rinotevera iro iro pesenti yasara.

Kusava nechokwadi mumusika wemasheya weUSA

uSA

Imwe yemisika inounza kusahadzika kukuru pakati pevashambadzi vadiki nepakati iri chaizvo United States. Mushure mekuve akararama imwe yenguva dzakanyanya kwazvo yemakumi emakore apfuura, nekutariswazve padyo ne90%. Mune mamwe mazwi, nemari inonakidza iyo yaita mamirioneya madiki nepakati. Mukati meichi chirevo chakazara chinoratidzwa nemusika wemasheya kune rimwe divi reAtlantic, Nordea Asset inoratidza kuti maitiro eUS equities akanaka. Kunyangwe pane zvinopesana, ivo havatonge kunze mukana wekupunzika mukutakura mashandiro ekutengeserana.

Kunyangwe chimwe chezvinhu chichagadzirisa kushanduka kwayo mumazuva anotevera zvichaenderana nechimwe chiitiko. Icho hachisi chimwe kunze kwekutorwa kwemhinduro iyo pakupedzisira inotorwa kubva kana iyo musika wevashandi uchapisa kana kwete. Chinhu icho panguva ino chisina kunyatso kujeka kune chikamu cheavo vamiririri vakasiyana vemisika yemari. Zvakanaka, chichava chokwadi chinotungamira mabhegi kutora imwe kana imwe nzira kubva zvino zvichienda mberi. Hazvishamise kuti chichava sosi inoenderana yekuona kana isu takatarisana neyakajeka nguva refu mumusika uyu wakaringana wemari. Uye izvi pasina mubvunzo zvinokanganisa hunhu hwenyika dzese dzemisika yemasheya, inosanganisira iyo yekuEurope uye nekuwedzera veSpanish.

Zvakajairika kuti muchikamu chekutengeserana indices dzacho dzinogona kukwira 3% kana kunyanyisa zvakanyanya uye zuva rinotevera iro iro pesenti yasara.

Nyowani yakavimbiswa fund

Bankinter yatanga kushambadzira kweye nyowani yekudyara mari: Bankinter IBEX Yakavimbiswa Rents, FI, iyo inopedzisa kupihwa kwezvigadzirwa zvekudyara kubva kuna maneja wayo, Bankinter Gestión de Activos. Mari itsva iyi inovimbisa, mukati menguva yemakore matanhatu nemwedzi mishanu, 100% yemari yekutanga -kukosha kwekutora chikamu kubva munaKurume 15, 2019-, uyezve zvitanhatu zvikwereti zvegore rega zve0,35% imwe neimwe pane yekutanga mari yekudyara kana kudyara mari yakachengetwa (kudzikisira mari yekuzvidira yakaitwa nemubatanidzwa). Iyi miripo ichaitwa inoshanda kuburikidza nemvumo yekudzoserwa muna Nyamavhuvhu 4 yegore rega kubva 2020 kusvika 2025.


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  1. Inotarisira iyo data: Miguel Ángel Gatón
  2. Chinangwa cheiyo data: Kudzora SPAM, manejimendi manejimendi.
  3. Legitimation: Kubvuma kwako
  4. Kutaurirana kwedata
  5. Dhata yekuchengetedza: Dhatabhesi inobatwa neOccentus Networks (EU)
  6. Kodzero: Panguva ipi neipi iwe unogona kudzora, kupora uye kudzima ruzivo rwako