Phantse ngokuqinisekileyo babekho abatyali mali abaninzi ababecinga ukuba lo Okthobha ungaphela ungalunganga nakwiimarike zemali. Ngenxa yeziphumo ezenzekileyo eBrazil kwaye ezimisele ukuba umgqatswa ogqwesileyo Jair Bolsonaro ube ngumongameli omtsha weli lizwe lisakhasayo ukusukela ngeCawe ephelileyo. Olu lonyulo lwaludala ukungaqiniseki kumathuba abatyali mali abancinci nabaphakathi. Ngokukodwa eSpain ngenxa yokunxibelelana okukhulu kwenxalenye elungileyo yeenkampani ezidweliswe kwiimarike zokulingana zeli lizwe laseMzantsi Melika.
Ewe, ngokuchaseneyo nokuqikelela, unyulo lwaseBrazil lubonelele ngokunyusa okungalindelekanga kwiimarike zamasheya zamanye amazwe. Apho izalathiso eziphambili zesitokhwe zifumene ngokunyusa okuphakathi impumelelo yenkokeli yephiko lasekunene. Ipesenti ebephezulu eBovespa yaseBrazil evelise ukuxabisa kufutshane ne-3% nanjengoko olu nyulo lwamkelwa kakuhle kakhulu ziivoti zabemi. Uxinzelelo umthengi Esi siganeko ibe sisiphumo sokuqala, ebesinenxalenye enkulu yabatyali zimali abancinci nabaphakathi.
El I-Bovespa Sisalathiso esiphambili sezabelo zamashishini ezingenanzala emisiweyo eBrazil kwaye yenye yeendawo ekubhekiswa kuzo kubasebenzisi baseLatino. Ngale ndlela, ngalo Lwesibini uye walungisa izikhundla emva kokuphuhlisa i-rally ye-bullish eye yema ngokuthe nkqo. I-Bovespa ilahlekelwe phantse yi-3% ukuya kufutshane kakhulu kumanqanaba inama-84.000 amanqaku kwimisebenzi yangaphambili ekhokelele ekunyukeni kwezikhundla ukuya kumanqaku angama-88.000, inqanaba elingabonwanga kwiminyaka yakutshanje kunye nomthamo omkhulu wokurhweba kwaye nakweyiphi na imeko, ngaphezulu Umndilili ophuhlileyo ngenyanga ye-Okthobha.
Unyulo eBrazil: Ukunyuka kweNtengiso yeStock
Ngokuqinisekileyo, iingqikelelo zabanye abahlalutyi bezemali ukuba uloyiso lobongameli ngummeli welungelo eligqithisileyo eBrazil alunakho ukukhokelela ekwehleni okukhulu kwimarike yezemali. Oku akwenzekanga, kodwa ngokuchaseneyo kwaye kwinqanaba bekule ndlela yokuba imarike yemasheya yaseBrazil ibe yenye yezo inzuzo kakhulu kule nyanga ka-Okthobha sele izakuphela. Ngaphezulu kwamanqanaba kwiimarike zesitokhwe zelizwekazi elidala ngokubanzi ezibonakalise ilahleko ephawuleka kakhulu.
Kule meko kuyimfuneko ukugxininisa ukuba ubulungisa beli lizwe lizalisekisile enye yemigangatho yabatyali mali kwaye oko kukuthengisa ngeendaba emva kokuthenga ngolindelo lweziphumo zangeCawa. Konke oku kwaye silinde ukuba urhulumente omtsha uza kuba njani kule ndawo ibalulekileyo yomhlaba. Imeko, kwelinye icala, kunye nokwehla okubukhali okwenzekileyo Idonga isitalato kwaye ibeke imeko kwindaleko yezabelo zeBrazil.
Ukubaluleka kwemarike yemasheya yaseRio de Janeiro
I-São Paulo Stock Exchange okanye i-Bovespa yeyona ndawo yesixhenxe inkulu kwaye ibaluleke kakhulu kunaniselwano lwehlabathi, kwaye yeyokuqala ukubamba esi sikhundla eMelika. Ukubaluleka kwayo kuchazwa yinyani yokuba isalathiso sibonisa indlela yokuziphatha kwezona zokhuseleko ziphambili zithengiswayo Utshintshiselwano ngeSao Paolo. Esi salathisi sibonakaliswa ngokungakhange senze naluphi na uhlengahlengiso lwendlela ukusukela oko yasungulwa ngo-1968.
Kwakunemikhwa ecace gca ecace gca yokuhla kweenyanga ezininzi ngenxa yokungafani okunzulu kuqoqosho lwaseBrazil. Ukuya kwinqanaba lokuba iyeyona iye yehla kakhulu kule minyaka idlulileyo. Ukuba utyale imali kwintengiso yamanye amazwe, uyakufika kwisigqibo sokuba ulahlekelwe yimali engaphezulu kunokuba bekulindelwe ukusukela oko kwaqala ukusebenza kule marike ibalulekileyo. Apho imiba yorhwaphilizo, ukungaqiniseki kwezopolitiko kunye ukwehla kwexabiso lemali yendawo yakho, iBrazil yokwenene, ibe zezinye zezona zinto ziphambili ezixhaphakileyo ngeli xesha.
Iziphumo kwiinkampani zaseSpain
Omnye wabaxhamli bolu loyiso lonyulo kwezopolitiko u-Jair Bolsonaro zezinye zeenkampani ezidweliswe kwisalathiso sezabelo zaseSpain, i-Ibex 35. ISantander, BBVA, Iberdrola okanye iTelefonica entlokweni yokuxabisa kwezi ntsuku ziphambi konyulo apho iimarike zezemali zenze isaphulelo esicacileyo sommeli olondolozayo. Isizathu kungenxa yesicwangciso soqoqosho afuna ukusiphumeza eBrazil ukukhulisa uqoqosho kwaye oko kusekwe kwisicwangciso sabucala sokuba abatyali mali basithande.
Kule meko ngokubanzi, ayothusi into yokuba ezinye iivenkile zikazwelonke zezona ziye zaxhamla kolu xinzelelo lokuthenga kwiimarike zezemali. Ngale ndlela, kufanele ukuba kuqatshelwe ukuba ukusukela ekuvuleni kude kube semva kweseshoni, iinkampani zaseSpain ezinomdla omkhulu eBrazil ziye zabalasela inqanaba kuvavanyo amaxabiso abo. Ukuya kwinqanaba lokuba ivelise inzuzo ebalulekileyo kwimarike yemasheya emva kokufunda ngokuphumelela kukaBolsonaro kwilizwe le-Ibero-American. Ngaphezulu kweziphumo ezibonelelwe ziinkampani ngaphandle kobukho kweli lizwe laseMelika.
Ibex 35 inyuka phambi kweziphumo
Isiphumo esiveliswe ngulo msitho wezopolitiko khange kube kudala sangena kwiimarike zokulingana zikazwelonke. Kungenxa yokuba, i-Telefónica ifumene ukonyuka nge-2%, nangaphezulu komndilili welizwe. Ngokuchasene noko, amanye amaxabiso esalathiso esikhethiweyo kwimarike yaseSpain, enje ngemeko yeBanco Santander, ibangele ukunyuka kwabo ngalo mzuzu ufikelele kumanqanaba aqikelelweyo e-3%, njengoko kunjalo nakwezinye iinkampani ezidwelisiweyo ezifana Imephu kunye noMhla ukuya kuthi ga kwinqanaba elincinci Iberdrola. Kwinto ethathelwe ingqalelo njengosuku olulungileyo kwii-equities zesizwe emva kwenyanga eyoyikisayo ngo-Okthobha.
Kwelinye icala, baninzi abahlalutyi bezemali abakholelwa ukuba ukuza kukaBolsonaro emandleni kuyarhweba ngokuqinileyo kwimarike yemasheya njengoko lusuku olungenazo iimbekiselo ezinkulu zoqoqosho olukhulu. Oku kuncede ezinye iimarike zesitokhwe emhlabeni ukuba zijoyine le inqabileyo ukuthenga okwangoku ngabatyali mali abancinci nabaphakathi. Ayothusi into yokuba imarike yestokhwe saseBrazil inokuba yenye yezona zimanga zintle ukusukela ngoku. Ayothusi into yokuba kufanele kukhunjulwe ukuba wayengoyena mntu wohlwaywa kakhulu kule minyaka idlulileyo.
Iindlela zotyalo-mali
Ngayiphi na imeko, ukuba injongo yakho kukuya kwintengiso yezemali yamanye amazwe, kubalulekile ukuba uyazi ukuba kuya kufuneka uyenze ngononophelo olukhulu kuba yenye yezona eguqukayo zehlabathi. Apho umahluko phakathi kwamaxabiso aphezulu kunye neyona isezantsi kwiseshoni yemarike yesitokhwe ibanzi kakhulu kwaye kunjalo ngaphezulu kunezikwere zelizwekazi elidala. Oko kukuthi, ukwimeko yokufumana imali eninzi ekusebenzeni, kodwa ngenxa yesizathu esifanayo sokuyishiya endleleni kwisithuba esifutshane kakhulu sexesha.
Kufuneka kuqatshelwe ukuba ungavula izikhundla kwimarike yaseBrazil ngezinye iimveliso zezemali ezingenanto yakwenza ngqo nokuthengisa kunye nokuthengwa kwezabelo kwimarike yemasheya. Esinye sezindululo zotyalo mali senziwe ngu mali mali. Ziya kuba zezomvuzo oguqukayo kwaye iipotifoliyo yotyalo-mali isekwe kule asethi yemali. Ewe awuyi kuba nangxaki ukwanelisa lo mnqweno ukhethekileyo kuba iinkampani zolawulo zigubungela lo mmandla ngeengxowa mali ezahlukeneyo.
Ezinye iimveliso zemali
Imali ayizizo kuphela iimveliso onokuvula kuzo izikhundla eBrazil. Kananjalo bona ETFs Ngokusekwe kule ndawo, bayifezekisile le njongo, nangona beqala kwisicwangciso esahluke kakhulu. Akumangalisi ukuba imali yokurhweba ngokutshintshisanayo ngumxube phakathi kokuthenga kunye nokuthengisa izabelo kwimarike yemasheya kunye neengxowa mali zotyalo-mali zemveli. Ngoncedo lokuba babonisa iikhomishini ezikhuphisanayo kunakwamanye. Nangona zenzelwe ukuhlala ixesha elifutshane. Nangona kunjalo nakwezinye iimeko yenye indlela onokuthi utyale ngayo kweli lizwe.
Iziphumo okanye ii-warrats nazo ziyavuma oku kunokwenzeka, nangona zivela kwizikhundla ezinobundlongondlongo kwiimodeli ezazivezwe ngaphambili kweli nqaku. Apho unokuvelisa khona inzuzo enkulu xa usazi ukuba usebenza nabo njani, kodwa ushiye nee-euro ezininzi apha endleleni ukuba ulindelo olwenziweyo ekugqibeleni luyafezekiswa. Umngcipheko wabo uphezulu kakhulu kwaye ufuna ulwazi olukhulu kwiimarike zezemali. Esi sesinye sezizathu ezifanelekileyo zokuba kutheni ungafanelekanga kunye nabo ukuba awufuni ukuba neengxaki ukusukela ngoku. Ngayiphi na imeko, awuyi kuswela amathuba okubakho kwiimarike zezemali lelinye lawona mazwe anamandla asahlumayo kwihlabathi. Ngaphandle kwezinye izinto zobugcisa eziqwalaselweyo kwaye mhlawumbi nezisisiseko.