Iyo yepasirese, yeEuropean uye, chokwadika, kuderera kweSpanish kunopinda zvizere mupanorama yemakambani akanyorwa pamisika yemari. Kusvika padanho rekuti fungidziro dzinotaura nezvedambudziko risati ramboitika muhupfumi hwenyika dzese. Kukunda mhedzisiro yakagadzirwa mu tsaona ye29 uye zvakare mudambudziko rezvehupfumi re2008. Nemhirizhonga iyo yakafanana neyakaitika muhondo pane zvimwe zvikamu zvehupfumi izvo zvataive tajaira kusvika zvino, sezvakaratidzirwa nezvakakosha zvehupfumi mukota yechipiri yeiyi. gore.
Chero zvazvingaitika, zvinofanirwa kucherechedzwa kuti mumamiriro ekuderera mumisika yemari, chinhu chinonzwisisika kuita kubata mari kusvikira mitengo iri nani yazadzikiswa mukotesheni yayo kana kudzamara zviratidzo zvave kuratidza kupera kweizvi. Kunyangwe iwe uchimhanyisa njodzi yekuwira mumamiriro asinganzwisisike ayo anogona kuita kuti kukosha kuwire zvakanyanya nemhedzisiro yekurasikirwa mune yako mari chirevo. Izvo zvinomirira kumirira kudzamara mutengo wemasheya uchipa yakaderera uye yakagadziridzwa mitengo kuitira kuti ivo vanakidze kutenga kubva izvozvi zvichienda mberi. Chinhu icho panguva ino chisingagone kugoneswa, kunyangwe ichiwira mukati meanogona kuitika.
Naizvozvo, zvine hungwaru kusarudza fomura inosanganisa kuchengetedzeka uye njodzi kuenzanisa senge zano rekuchengetedza huwandu hwakapihwa, kunyanya mune idzodzo nguva. Iko kuri nyore pane diki capital inowana yakawanikwa ikava mune mashoma masiteki emusika muzvitsvuku kune musimari, nedambudziko ipapo rekutengesa nehurema kana kuenda zvakadzika mukati mawo. Kubatsira varimari vadiki nevepakati kuita sarudzo, tichaenda kuratidza nekuongorora kuti ndeapi mapato anokodzera kutora chinzvimbo munguva dzino dzakaoma dzemisika yemari, munyika nekunze.
Mazhinji ekuwedzera zvikamu: tekinoroji
Icho chiri kuve mune imwe nzira tambo yehupenyu kune zvido zvevadiki nepakati varimi. Nekupokana neazvino ekushanduka kweanowanzoitika kana echinyakare masheya indices. Muenzaniso wakajeka weiyi tsika unomiririrwa neinosarudzika indekisi yekambani yehunyanzvi muUnited States, iyo Nasdaq. Yakachengetedza kumusoro kumusoro mukati megore rakaoma iri, kunyangwe zvishoma chete, nekutenda kwegore rose kweinenge 2%. Nemakambani anounza kuwedzera kwemitengo yavo mumadhijiti maviri paanomiririra panguva ino, kwete remangwana, asi zviripo zviripo kune varimi. Mune zvikamu zvakasiyana, senge zvemukati mevaraidzo, software uye zvimwe zvine hunhu hwakafanana.
Nepo kune rimwe divi, hazvigone kukanganwika kuti aya makosi emusika wemari anobatsira zvakanyanya kubva kune zvinotarisirwa zvakagadzirwa mavari panguva ino chaiyo. Uine Yakakura kudiwa zvine chekuita nedzimwe nguva dzakajairika uye dzinogona kudhonza misika yezvemari pamusoro pezvimwe zvirevo pamusika wemasheya. Kusvika padanho rekuti ivo vanogadzira chikamu chakakura chemapotifoli ekudyara anosimudzirwa nevamiriri vemari vakasiyana vanoona munzvimbo dzakachengetedzeka mikana chaiyo yebhizinesi yekuita kuti kuchengetedza kwavo kubatsire panguva ino. Iine mukana wekudzokorora uyo unogona kuve unonakidza kwazvo kubva zvino zvichienda mberi.
Maitiro echikamu chemishonga
Ivo zvirokwazvo nyeredzi hombe dzemisika yemari nekuda kwekuwongorora kukuru kwavakaona mumazuva ano ekutengesa. Nemari inowanikwa pamusoro pe10% Muzviitiko zvakawanda, uye kune chikamu chakanaka chemari inoyerera iyo inotsvaga nzvimbo dzakanangana nekugadzirisa mamiriro ezvinhu akaoma aya anoitika mumisika yemari, zvirinani munguva pfupi. Iko mazhinji emakambani aya anobatanidzwa mukuita mishonga yekurapa uye majekiseni ecoronavirus uye nekudaro inogadzira tarisiro yakasimba pakati pevashambadzi vadiki nepakati mumazuva ano akaoma ekutengesa kune vese vashandisi. Kune rimwe divi, isu hatigone panguva ino kuti aya makosheni ndiwo anganyanya kukura mumisika yemari panguva ino chaiyo.
Hunhu hwechikamu chemishonga, kune rimwe divi, chinoonekwa mune dzimwe nguva nekusagadzikana kwavo kukuru pavanogadzira mitengo yavo. Asi kuti mumamiriro ezvinhu azvino vakaita dambudziko iri hunhu hunogona kutorwa mukana nevashambadzi vadiki nepakati vakatora zvinzvimbo pakutanga kwedambudziko rehupfumi rakakonzerwa nekuwedzera kwe coronavirus pasi rese. Uye izvo muzviitiko zvakawanda, makambani avo akadzikisira paavhareji pamatanho ari padhuze ne15%, danho rinopesana nekurasikirwa kukuru kwakagadzirwa kubva kune zvimwe kuchengetedzeka, mumisika dzenyika nekunze kwemiganhu yedu. Sezvo iri chikamu chiri kuwedzera zvakajeka mazuva ano sechikamu chakanaka chemari ichiunganidzwa nevashambadzi kubva kune ese maficha ekuita.
Iko kunogara kune magetsi
Kana uchinongedzera kumatura anodzivirira kana anochengetedza, haigone kukanganwika kuti masheya emagetsi anogara aripo kutora chinzvimbo mune aya mamiriro akaomarara emisika yemari kutenderera pasirese. Iwo ari par kugona iwo echinyakare tsika dzekupotera uye vane kuita kuri nani pane vamwe vese mune zvakaipa zviitiko, sezvazviri mune zvazvino nyaya. Nepo kune rimwe divi, isu hatigone kukanganwa kuti vanga vari ivo chete chikamu chemusika wemasheya chakachengetedza chisina kuchinjika migove yaro iri kuzogoverwa pakati pevashandi vayo. Iine avhareji, yakagadziriswa uye yakavimbiswa purofiti iyo inosvika 6%, uye icho chingave chiri chikonzero chekutengwa kweavo vashoma nepakati varimi. Kunyangwe hazvo pasina nzira kukwira kwavo kwaive kunoshamisa, pasina kusvika zuva nezuva kukwira pamusoro pe3%, kunze kwekusiyana
Chimwe chiitiko chekutarisa mumitengo yesangano remagetsi ndechekuti vanopa raini rinodzokorodza rebhizinesi nekuti dzimba nemakambani zvinoda sevhisi yavo. Mupfungwa iyi, inotambura zvishoma uye inogona kunge iri kurudziro yekuvaisa mune inotevera kuongorora kweedu portfolio portfolio. Kuchengetedza hupfumi zvine hungwaru munguva yakaoma sezvazviri panguva yatiri kupfuura nekuvandudzwa kweutachiona uhu mumugwagwa wekufema uyo wakaremadza hupfumi hwenyika yose. Naizvozvo, hatigone kutadza kusanganisira aya makambani akanyorwa panguva yekutora danho rekuti machengetedzo api atinofanira kubvumirana mumisika yemari. Kunyangwe kudonha kwayo kukuru mumwedzi waApril uye izvo zvakatungamira, semuenzaniso, ku Endesa kubva pamakumi maviri neshanu kusvika gumi nemashanu euros pachikamu chimwe nechimwe.
Imwe nzvimbo yekutizira: chikafu
Sezvineiwo, mune yakasarudzika indekisi yemari munyika medu, iyo Ibex 35, iyo chete kukosha iyo inochengetedza yakajeka kumusoro kukwirisa ndiyo Viscofan. Kusvika padanho rekuti panguva ino yakadzokororwa neinopfuura gumi chete%, kuita chikamu chikuru chekutenga kunoitwa nevashambadzi vadiki nepakati mune dzino nguva dzakaomarara kune wese munhu. Hazvishamise kuti, inosanganisirwa mune imwe yeanofarira masekete mumavhiki ano nekuwedzera kutengesa kwawo pakati pevagari vanoda zvigadzirwa zvavo kuti vapfuure vakasungwa. Kubva pane ino maonero, iri sarudzo yakanaka kwazvo kuchengetedza zvido zvedu munyika inogara yakaoma yemari, uye zvakanyanya mumazuva ano akasarudzika atiri kurarama. Ndokureva kuti, ivo vari vazhinji vekutenga pane kutengesa uye nekudaro vari mukati medhara redu pasina akawanda matambudziko mukusimudzira kwavo.
Kune rimwe divi, chikamu ichi mumusika wemasheya chinozivikanwa mazuva ano nekutungamira kuwedzera mumazuva akaomesesa ekutengesa. Kusvika padanho rekuti vakagadzira chiyero chakanaka kubva kupera kwaKurume, uye chero zvakadaro, pamusoro pezvimwe zvikamu zvakaverengerwa mumakuru indices mumisika yemari. Iine vhoriyamu yekutora iyo yakawedzera zvakanyanya mumavhiki apfuura. Kunyangwe, semuenzaniso, muIbex 35, chete iyo Viscofan kambani ndiyo iripo sehunokosha hwehunhu uhwu. Kunyangwe kuongororwa mumazuva ano eDia supamaketi keteni kuri kukatyamadza uye kwakakwezva kufarira kwenzvimbo yakatsanangurwa pachikamu chevashambadzi vadiki nepakati.
Nepo pakupedzisira, isu tichifanira kusimbisa kuti isu tinofanirwa kuyeuka kuti imwe yemhedzisiro yatinofanirwa kuve nayo yenjodzi yakaitika mumisika kutenderera pasirese ndeyekuti kubva panguva ino isu tinofanirwa kuve vanosarudzika mukutenga masheya mu equity misika. Uye zvikamu zvatakaburitsa zvinogona kuve muenzaniso weizvi maitiro atiri kutarisa. Mune ese iwo, pane mikana chaiyo kuitira kuti kuchengetedza kungaitwe purofiti kubva pamhando dzakasiyana dzemaitiro ekudyara.