Euro yadzikira nezvikamu gumi kubva muzana padhora gore rino, nekuda kwekusasimba kwehupfumi, the dambudziko remagetsi uye kurwisa kweRussia. Izvi, ukuwo mushandirapamwe weFederal Reserve wekukwidza mubereko wapa kuti dhora rekuAmerica riwedzere. Izvi zvakaita kuti mari dzikwire svondo rapfuura kekutanga mumakore makumi maviri. Ichi chokwadi chinogona kusiya vakundi vatsva (uye vanorasikirwa ...) mukudyara mumasheya.
Kushaya simba kweeuro kunorevei kune purofiti yekudyara muzvitoro zveEurope?📊
Kuisa mari muzvikamu zveEuropean stock index, iyo STOXX mazana matanhatu, ita 24% yekutengesa kwavo kuNorth America.
Kuratidzira kune STOXX 600 kutengesa. Source: Goldman Sachs.
Sezvo kutengesa kwemadhora uku kuchikosha zvakanyanya kana kushandurwa kuita euro isina simba, kushaya simba uku kwakanaka kune kudzoka kwekudyara mumasheya eEurope zvinhu zvese zvakaenzana. Muchokwadi, Goldman Sachs anofungidzira kuti kudonha kwese kwegumi kweeuro kunopesana nedhora kunowedzera chikamu che10 kubva muzana kune purofiti yekudyara mumasheya eEurope.
Izvi zvinorevei kuEuropean stock investment mitengo? 🌡️
Zvinoshamisa kuti, kuisa mari muEurope stocks kwakaitika zvirinani kana kukosha kweeuro kwakwira, kwete kana kwadonha. Izvi zvinodaro nekuti vatengesi vanowanzozviona se "ngozi" mari. Zvikuru zvakapesana nenzvimbo yakachengeteka ukoshi se dollar kana the ndarama. Naizvozvo, kana kusimukira kweupfumi kuchiderera, njodzi iyi inodarika mubairo ungangowanikwa wepurofiti yakavandudzwa kumakambani aya.Zvisinei, gore rino pane zvimwe zvabuda zvakapfuura kudonha kweeuro. Investment muEuropean stocks nekutengesa muUS yakapfuura investimendi mumasheya emakambani enyika neinopfuura 10%.
Kuenzanisa pakati pekuratidzwa kwekutengesa muUS neEU. Kunobva: Goldman Sachs.
Investment muzvikamu zvemakambani akatarisana nemusika wepamba kazhinji anowira pamwe ne euro. Nokudaro, kudonha kwekukosha kwemari kunoratidza kurasikirwa kwechivimbo mukukura kwehupfumi hwenharaunda. Izvi zvinozokanganisa zvakakosha pakudyara mumasheya eEurope. Kusiyana neizvi, kuisa mari mumasheya anoita bhizinesi ravo rakawanda kunze kweEurope kwakaona vanoongorora vachikwidza mari dzavanotambira gore rinouya. Euro isina kusimba ichawedzera mutengo wezvigadzirwa zvinobva kunze kwenyika. Asi izvo zvinogona kudzikamisa izvi zvishoma nekutengesa-kukosha kwepamusoro kune dzimwe nyika dzinofanirwa kunge dzakamisikidzwa zvirinani kuti vavandudze mhedzisiro yavo.
Isu tinotora sei mukana uyu mukana wekudyara masheya?🛒
Tichifunga nezvezviri pamusoro, zvine musoro kuti tiwedzere zvigaro zvedu mukudyara mari muzvitoro zveEurope nemari inobva kunze kwenyika uye tiende kure neavo vane mari zhinji yemumba.Kana iri yekudyara mumasheya ane purofiti yakakwira kubva kunze, nzira yeKutaurirana (51% ), hutano hwehutano (39%) uye zvigadzirwa zvevatengi, kunyanya chikafu, zvinwiwa nefodya (31%) vane kuratidzwa kwakanyanya kune North America kutengesa. Ivo zvakare vane mukana wekutengesa muEurope pasi peavhareji, pakati pe26-29% (avhareji ndeye 42%). Kune isingaverengeki mari yekuchinjana-yekutengesa inotevera zvikamu izvi, senge iShares STOXX Europe 600 Media UCITS (EXH6), the iShares STOXX Europe 600 Chikafu & Chinwiwa UCITS ETF (EXH3) iShares STOXX Europe 600 Health Care UCITS ETF (EXV4).
Nekudyara muzvitoro zveEurope nekudzoka kwakakwira kunobva mudunhu, nzvimbo dzekuzorora, dzekufamba uye dzekutengesa dzinoita avhareji ye60% yekutengesa kwavo mudunhu. Uye sezvo mari yavo ichiwanzo kubhadharwa nemadhora, vanozonzwa kushaya simba kweeuro zvakanyanya kupfuura vazhinji. Kana isu tichigadzirisa mapotfolio edu kuti abatsirike kubva mukushanduka kwemari, zvingave zvakakosha kuti tidzivise zvikamu izvi munguva pfupi.Zvakadaro, hazvizokuvadzi kuongorora kuburitswa kwekutengesa kwekudyara kwekudyara kwedu mumasheya eEurope kuti Musatitore. nekushamisika nemhedzisiro yekota. Tinogona kuwana kushambadzira kwekambani nekutsvaga kuGoogle zita rekambani rinoteverwa ne "investor relationship" kuti tiwane webhusaiti yekambani. Tobva taenda kumushumo wepagore wekambani uchangoburwa (zvichida muchikamu chakanzi "mharidzo," "mihoro inoburitswa," kana "mishumo yegore") totsvaga "geography" mumushumo. Kazhinji, tichawana kuparara kwekutengesa kwekambani nedunhu kana nyika.
Kuparara kwekutengesa neUnilever dunhu. Kunobva: Unilever