Isu tiri mumusika mamiriro zviri pachena uye kumwe kusahadzika kunovapo panguva ino ndekwekuti zvingave zvakakodzera here kutenga zvikamu mubhengi chikamu kana kwete. Nekuti ndechimwe chezvikamu zvebhizimusi zvakanyanya kurohwa nekuda kweiyo kubuda kwecoronavirus. Nemadonhwe anotenderedza makumi mana muzana uye izvo zvakakonzera kukosha kwavo kuve kwakadzikiswa zvakanyanya. Mune zvimwe zviitiko, iri makumi mashanu muzana kana ichienzaniswa nemwedzi wapfuura uye izvo zvinogona kuita kuti varimari vadiki nepakati vafunge kuti unogona kunge uri mukana wakasarudzika wekuvhura zvinzvimbo mune mamwe emasheya aya.
Muchirevo chechinyorwa ichi, iyo isingatauri kusahadzika kwerudzi rupi zvarwo ndeyekuti chikamu chebhangi ndicho chakaipisisa pazvikamu zveIbex 35 uye kuti Banco Santander neBBVA ndivo vari pamberi pazvipingamupinyi izvi. Nemutengo wekutenderedza 2,10 uye 3 euros kune yega yega share, zvichiteerana. Neichi chikonzero, hazvishamise kuti kukuru kwekusahadzika kunounzwa nevashambadzi vadiki nepakati kwakanangana nemabhangi makuru maviri, Banco Santander neBBVA, uye kusvika padiki pamamwe mabhanga akakosha eSpain, ayo iwo yakanyorwa pane Ibex 35, saCaixabank, Bankia, Bankinter uye Banco Sabadell. Asi inguva yakanaka here yekupinza izvi zvekuchengetedzwa kwechimwe chezvikamu zvakasarudzika zveinosarudzika indekisi yemari munyika medu?
Chekutanga pane zvese, zvinofanirwa kucherechedzwa kuti mashandiro aya anogona kubatsira zvakanyanya kana akaitirwa panguva yepakati uye kunyanya kwenguva refu. Nekuti inopa akakosha akanyanya kuwanda mazinga panguva ino. Nekuti hachisi chokwadi chechokwadi kuti kukosha kwebhuku ravo kuri pachena kupfuura izvo zvinoratidzwa nemitengo yavo pamazuva akakosha aya. Iko kuri kwakakodzera kwazvo kuti kukosha kwayo chaiko kuri pamusoro, kunyange hazvo nguva iyo mitengo inoratidza mamiriro aya emakambani akanyorwa mumisika yemari yenyika yedu isingazivikanwe.
Unyanzvi chimiro chemabhangi
Mune chero zviitiko zvacho, kucheka kwave kwakasarudzika uye pamusoro peavo vanoratidzwa nezvimwe zvikamu zvebhizinesi. Kupfuura kubva kune imwe divi maitiro kune imwe yakajeka bearish mushure mekuti ese zvikwereti masangano atyora zvese zvitsigiro zvavaive nazvo pamberi pavo. Kusvika padanho rekudzoreredza mamiriro apfuura zvaizove zvakakosha kudzikisira hunhu hwavo pamatanho ari padhuze ne70%. Chiitiko chisinga fanike panguva ino nekuti kune yakasarudzika indekisi yeSpanish equities yaifanira kuenda kunosvika mazana mapfumbamwe emapoinzi. Icho chiitiko chisingatombo nyatso kuitika munguva ipfupi.
Nepo kune rimwe divi, zvakare zvakafanira kusimbisa kuti chimwe chakakosha chinhu ndechekuti mabhanga ari mune isina kunaka mamiriro kune avo echikamu kufarira. Sezvo chiwero chemari chiri mundima isina kunaka, uye pazvakadzikira nhoroondo. Sezvinei, mutengo wemari ndi0% uye nekudaro mabhenefiti emakambani echikwereti akadzikiswa mumakore apfuura. Pasina shanduko mune zvinoonekwa mumwedzi iri kuuya uye kunyangwe mumakore mashoma anotevera. Nemamiriro avo ezvinhu anogona kuratidzwa mumitengo yavo mumisika yemari, sezvazvaive zvichiitika denda reutachiona hwekufema uhu risati raonekwa.
Kumiswa kwezvikamu
Imwe mhedzisiro yedambudziko rehutano nderekuti rinobva pakubhadharwa kwemubairo uyu kune wekugovana. Mupfungwa iyi, iyo European Central Bank (ECB) yakasimudza matauriro uye inokurudzira mabhanga kuti arege kugovera purofiti kune avo vavanogovana navo apo dambudziko rehupfumi rakaburitswa nedenda recoronavirus richiripo. Sangano nezuro rakavandudza kurudziro pamitemo yemadividhi iyo yavakapa pakutanga kwegore uye vakakurudzira mabhanga kumisa kubhadhara kune vagovana kusvika panosvika Gumiguru. Zvekuti nenzira iyi, mhedzisiro inogadzirwa nekukanganisa kweiyi yakakosha denda uye iyo yakabata zviriko pasi rese inogona kuderedzwa.
Maitiro aya akavhurwa naBanco Santander uye akateverwa nemamwe masangano echikwereti kusara kweBankinter, iyo yakapa uyu mubairo kune avo vagovana navo munaKurume. Iyi shanduko yezano inogona kukonzera huwandu hwakakura hwevashambadzi vadiki nepakati kuti vagadzirise zvinzvimbo muchikamu ichi kune vamwe vanochengeta muripo uyu panguva yakakodzera uye inowanzoitika. Semuenzaniso, mune zvemakambani emagetsi, ayo ari iwo anogona kubatsirwa nekusiyana uku kwehunhu hwavo mumisika yekutengesa yenyika yedu.
Ndinogona kunge ndisina kusvika pasi
Ehe, hunhu hwenzvimbo yemabhengi, uye kunze kwekushanya, ndiyo irikuratidza kuita kwakaipisisa kwezvose. Kwete chete mumapoka anoshanda muSpain, asiwo mune ayo akagadzwa mu European Union. Kusvika padanho rekuti inflection poindi haisati yaonekwa pamachati ezuva nezuva. Kana zvisiri, pane kudaro, zvese zvinoita senge zvinoratidza kuti ichatungamira kune nyowani-yenguva-yakasara mumazuva anouya. Neiyi nzira, avo vashandisi vemusika wemasheya vanoshuvira kuzviisa pachezvavo muchikamu vacharamba vaine mikana yekutenga zvavanazvo pamutengo unokwikwidza kupfuura uyo unoratidzwa muzvikamu zvekupedzisira izvi pamusika wemasheya
Kune rimwe divi, ivo vanogona kukanganiswa nekushomeka kwemari kunoonekwa mumusika wemari uye izvo zvisina chokwadi inofanirwa kuratidzwa mumaakaundi ebhizinesi, yeinenge yekutanga uye yechipiri makota egore rino rakaomarara kune zvikwereti zvikwereti. Iko iko kupora kwako kuchanetsa kwazvo kuwana. Uye nekudaro, zvinodikanwa kuve usipo pazvinzvimbo zvavo mukutarisana nezvingaitika kubva zvino zvichienda mberi. Nekuti zviripo, kunyangwe paine mitengo yakaderera kwazvo iyo yavanotengesa panguva ino, hazvigone kutaurwa neimwe nzira kuti mutengo wezvikamu zvavo zvakanyanyisa kudhura. Kwete zvakati wandei, sevazhinji vevanoongorora mumisika yemari vanosimbisa mazuva ano. Iine kurudziro yekuti usazvimise wega muchikamu kusvika imwe odha.
Fateful quarter yekubhanga
Chero zvazvingaitika, hapana mubvunzo kuti kota yekutanga yegore rino yanga ichinyatso kuuraya chikamu chebhangi pamusika wemasheya. Zvinhu zvitanhatu zvakanyorwa paIbex 35 (Banco Santander, BBVA, CaixaBank, Bankia, Bankinter naSabadell), Varasikirwa nehafu yemari yavo. Zvese izvi munguva inoratidzirwa nekusvika kusingatarisirike kwehupfumi hwehupfumi semhedzisiro yedambudziko rakakomba rehutano rakakonzerwa necoronavirus. Uye kuti yakave nehunhu hwese uhu seumwe wevakabatwa zvikuru mumisika yemasheya, nezviuru nezviuru zvevatengesi vakabatwa munzvimbo dzavo uye vasina kuona nzira chaiyo yekubuda mugero refu iri.
Nepo kune rimwe divi, hazvigone kukanganwika kuti matambudziko eiyo mabhangi chikamu hachisi chitsva, asi zvinopesana, vakatouya nechekumashure. Uye ndosaka vako varimari vangangoramba vachitambura kusvika kupera kwegore. Nekuti hapana nguva ivo vakazvibata senzvimbo dzakachengeteka kuyedza mamiriro ekunze enzvimbo pfupi kurwisa vatengi. Uye pamwe nemamiriro ekuderedza ayo emabhureki emisika yequity yenyika yedu akamiswa kwechinguva. Zvakanaka, kunyangwe neichi chiitiko vanga vakwanisa kudzoka muzvinzvimbo zvavo mumavhiki apfuura. Kuita kwayo kwave kungogumira kune chaiwo akadzoreredzwa akafanana neaya akagadzirwa mumazuva ekupedzisira aKurume apfuura.
Volatility iri padhuze ne10%
Chimwe chezvinhu zvaro zvakashata zvakanyanya ndechekuti kusagadzikana kwemasheya aya kuri kuswedera pamazana gumi muzana. Uye nenzira iyi, zvakaomarara kuita chero nzira yekudyara yakavimbika uye yakawanda isingabatsire pazvido zvedu pachedu. Beyond mafambiro akagadzirwa mune imwecheteyo yekutengesa chikamu uye ayo anozivikanwa semazuva epamoyo mashandiro. Mupfungwa iyi, vane mukana wavo wekuti misika yavo yemari yakakwira kwazvo, kunyanya kana ichienzaniswa nemamwe mapoka anoumba Ibex 35. Ndiko kuti, mitengo yekupinda neyokubuda inogona kugadziridzwa zvirinani mumaitiro ehunhu uhwu. .
Chekupedzisira, zvinofanirwa kutaurwa kuti kune kusahadzika kwakakomba pamusoro penguva iyo zvikwereti zvikwereti zvinogona kudzokera kumashure. Kutora zvigaro panguva ino chaiyo sarudzo ine njodzi kwazvo. Nekuti pane njodzi huru yekuti pane mukana mukuru wekurasikirwa nemari pane kukunda. Zvirinani apo kusahadzika kunobata hunhu hweichi chikamu chakaomarara cheSpanish stock market chinoramba chiripo. Hazvishamise kuti zvinogona kutora mwedzi yakawanda pachiitiko ichi chitsva.