Amaxabiso athathwe kakhulu kwimarike yemasheya yintsholongwane yaseTshayina

Intsholongwane yaseTshayina ibetha abatyali zimali kule veki ngokuchaphazela kakubi ukuthengisa kwihlabathi liphela. Apho ngoMvulo kumangaliswe kukuwa okuphakathi kwe-2% kunye ne-3%. Ngokukodwa, isalathiso esikhethiweyo se Imarike yemasheya yaseSpain yehle nge-2,1% apha endleleni ngenxa yokoyika ukuba esi siganeko sonyango sinokuchaphazela indawo elungileyo yeenkampani ezidweliswe kwiimarike zezemali. Nangona kule seshoni ilandelayo iphinda ifumane inxenye yomhlaba olahlekileyo. Kwaye nangayiphi na imeko, ilahlekile ngenkxaso ebaluleke kakhulu kuhlalutyo lobuchwephesha.

Oku kube ziindaba ezingalindelekanga ezikhuphe indawo elungileyo yabatyali mali abancinci nabaphakathi abebelindele iveki yokunyusa imali kwiimarike zezabelo emva kweeseshoni zokugqibela kwimarike yemasheya. Kodwa le nyani intsha inokuphazamisa ithemba ababenalo abasebenzisi benyanga kaFebruwari. Apho unokucinga kwakhona ukuba ungaphakathi amanye amacandelo angcono kunamanye bajongane nesi siganeko sitsha sokuba iimarike zezemali zibandezeleke. Ayothusi into yokuba kukho amanye amacandelo athe kratya kunamanye ukuphuhlisa la mathontsi.

Ngayiphi na imeko, isebenzile ukuze imeko engxamisekileyo yezempilo e-China ibeke iimarike zezemali ekulondolozeni le nyaniso, iziphumo zayo ezingekavavanywa. Kodwa oko kubonisa ubumbano lwehlabathi, nakwiimarike zamashishini ezingenanzala emisiweyo kuba bechaphazelekile kuzo zonke iindawo zokuhlala, ngaphandle kwemeko ethile. Kwimizuzu xa utyekelo lwehlabathi Kwakucacile ukuba inamandla kwaye inethemba lokuhlasela amanqanaba aphezulu kumanqanaba ee-indices zentengiso yamanye amazwe.

Ukhuseleko kohlwaywa kakhulu kule veki

Ngayiphi na imeko, ayingawo onke amacandelo emarike yemasheya athe asabela ngendlela efanayo. Hayi kangako. Ukuba akunjalo, ngokuchaseneyo, abo bathathe inyhweba ekhethekileyo kumacandelo anjengeenqwelo moya, iihotele, abaphathi bezikhululo zeenqwelomoya, iinkampani ezikwicandelo lobunewunewu kwaye, ngokungathanga ngqo, kwiinkampani zeoyile, ezemigodi kunye nezentsimbi. Abona bantu bachaphazeleke kakhulu, kutheni kungenjalo kungenjalo, ngabo banxulunyaniswa nohambo nokhenketho. Ngokuwa ngaphezulu kwe-3% okanye i-4%, kwaye kwimeko yethu bamelwe yinkampani ye-IAG, eye yehla ngaphezulu kwe-4% kwiseshoni yorhwebo ngoMvulo.

Abanye abaphulukene kakhulu ibe zizitokhwe ezijikelezayo ngenxa yoloyiko lokuba le nto inokuba nefuthe ekukhuleni koqoqosho lwehlabathi kwaye ngakumbi kwamanye amazwe. Ngale ndlela, ezinye izifundo zokuqala zibonisa ukuba I-GDP e-China inokuncitshiswa nge-1% ngenxa yokubonakala kwentsholongwane yaseTshayina kubemi beli lizwe laseAsia. Zinempembelelo kwiinkampani ezidweliswe kwiimarike zazo zezemali. Kwaye inokuchaphazela ukuphumla kumaxabiso eenkampani ezidweliswe kwiimarike zezabelo ukusukela ngoku.

Icandelo lokunethezeka elinye lenzakele

Kodwa ayisiyiyo kuphela le nkampani ingamaxhoba amakhulu wentsholongwane yaseTshayina. Ukuba akunjalo, ngokuchaseneyo, abameli bezinto zokunethezeka ngabona banomdla wokuphuhlisa ukuhla kwexabiso kumaxabiso abo. Kungenxa yokuba amaTshayina angabathengi abakhulu bezi mveliso kwaye le meko intsha inokukhokelela kwisikhombisi kusetyenziso lwangoku. Kwaye ke kukhokelele kwii-indices zentengiso yemasheya ezinje nge Nikkei ichaze ekuqaleni kweveki ngaphezulu nje kwe-2%.  Ngelixa eYurophu, usuku luphelile ngokuwa ngaphezulu kweepesenti ezimbini kumanqaku ebhentshini.

Kwelinye icala, kwaye ngokubhekisele kwizabelo zaseSpain, ukuthenga uxinzelelo kukhokelele kwelinye ixabiso lokhetho lwaseSpain, njengomphathi wenqwelomoya UAena ivelise i-1,78% ngosuku olunye. Nangona ukubuyela kwimeko yesiqhelo ngoLwesibini kuye kwanceda indawo entle yabatyali mali abancinci nabaphakathi ukuba bathathe izikhundla ngamaxabiso aphantsi kunakwiveki ephelileyo. Njengenkampani egxile kwiinkonzo zeenqwelo moya eAmadeus, ekhokelele amanani abomvu kwi-Ibex 35, ehlupheka ukwehla nje ngaphezulu kwe-6%.

Iinkampani ezinxulumene neoyile

Iinkampani zeoyile zezinye eziphambili ezichaphazelekayo yimeko yongxamiseko yezempilo e-China kwaye ukuya kuthi ga kwinqanaba elincinci okanye elincinci babone amaxabiso abo ehle. Ngengqondo yokuba la maxabiso anokufumana uxinzelelo lokuthengisa olunamandla kwezi ntsuku. Ngokubonisa ukuba uqikelelo lokukhula koqoqosho olusezantsi e-China kunokuba yinyani enokubonwa kwiintsuku ezizayo. Ngamaxesha amabi ngexabiso le oyile kunye nemveliso, nefuthe elililo kumaxabiso eenkampani ze-Ibex 35 kwaye okuye kwabonakaliswa kukwehla kwalo Mvulo kwezi nkampani zilandelayo: I-Repsol (-3,44%), i-Arcelor Mittal (-3,69%) kunye ne-Acerinox (-3,56%).

Ngelixa kwelinye icala, inyani yokuba ukuntywila ngenxa yeziphumo zentsholongwane yaseTshayina kukhawulezile phakathi kweenkampani ezinxulunyaniswe nezinto ezingasetyenziswanga ayinakulityalwa. Ezi ziindaba ezimbi kwiimarike zokulingana njengoko ezi zisitokhwe zingamandla okuqhubela phambili kububanzi bezoqoqosho lwehlabathi. Njengoko kuye kwabonwa kwiminyaka yakutshanje nakwimashumi eminyaka. Kwelinye lamacandelo, abatyali mali badlulisele uxinzelelo olusezantsi kwicandelo leehotele laseYurophu, nelibe lelinye lalawo athe ahlupheka kakhulu ekucwangcisweni kwamaxabiso abo. Umzekelo, kwimeko yeetyathanga ezinkulu zaseSpain ezinje ngeMeliá kunye ne-NH ezinokubonakaliswa ngokuthe ngqo kwintengiso yaseTshayina.

Amanye amacandelo abuthathaka kakhulu kwiChina

Kwelinye icala, iinkampani ezijolise kwizinto zexabiso ezinje nge-LVMH (-3,68%) kunye neKering (-3,61%) zezinye zezo ziphinde zafumana uxinzelelo olusezantsi ekuqaleni kweveki. Emva kokuba bephuhlise i-bullish yangoku kwiiveki ezidlulileyo kwaye ngandlela-thile bayilungisile inzuzo abayifumeneyo ukusukela ekuqaleni kwalo nyaka. Kunye nenyani yokuba ezinye izinto ezikhoyo ngaphakathi kweli candelo likhethekileyo zibone izikhundla zazo kwintengiso yesitokhwe isihla. Njengakwiimeko ezithile ze L'Oreal (-4,6%) kunye neHermès (-4,3%), ezizezona zixabisekileyo zohlwaywa ngokubhekisele kwisalathiso esikhethiweyo sezabelo zaseFrance.

Ngomnye umthambo, kufanele kuqatshelwe ukuba i-China ibeyimakethi ephambili ekukhuleni kwecandelo lezentengiso. Kwaye olu hlobo lweendaba luyazicaphukisa ezi mbono bendinazo kude kube ngoku. Nangona kungaziwa ukuba uphantsi kobuphi ubungakanani, nokuba bazokwazi ukubuyela kwezi veki. Kwelinye icala, akukho nto ibaluleke kangako kukuba iimpembelelo zengxaki yezempilo e-China zinokuba neziphumo ezibaluleke kakhulu kwimarike yemasheya kunaleyo ibalwe ngabahlalutyi abohlukeneyo bezezimali. Apho inokunika enye into engalindelekanga kwimidla yabatyali mali abancinci nabaphakathi.

Amacandelo anokuhlaziywa kwakhona

Ukusasazeka kwe-coronavirus yase China kubonelela abatyali zimali zentengiso ngesinye isizathu sokuthandabuza ukungena kwabo kwezinye zezikwere zamanye amazwe. Ubuncinci kwikota elifutshane, ngakumbi uninzi lwee-indices zesitokhwe kwi imeko engaphezulu. Ngenxa yale meko, kuyinyani ukuba kukho amacandelo aliqela anokuzuza kule meko yezempilo kwilizwe laseAsia.

Enye yazo, kwaye njengakwelinye icala, kusengqiqweni ukucinga, yeyona inxulumene nemveliso yamayeza kunye namayeza ngokukodwa. Kule mihla kubonwe ukuba amaxabiso abo kwiimarike zezemali anyuka ngokulula. Ukuya kwinqanaba lokuba inzuzo egqwesileyo inokufumaneka ngokuqikelela. Oko kukuthi, kujoliswe kumagama amafutshane kakhulu apho isimilo sabo sinokuthandeka ngakumbi kunye nokufumana umdla ocebisa kakhulu kuyo nayiphi na iprofayili yomtyalomali omncinci nophakathi.

Elinye icandelo elinokuthi okungenani lingathathi cala ebusweni bokusasazeka kwe-coronavirus e-China ngumbane. Ngenxa yokuba ihamba ngokunyuka okuphezulu kwihlabathi liphela kwaye ikwasebenza njengendawo yokusabela kwiimeko ezinje ngale. Ngapha koko, ibiyenye yezo ziye zehla kancinci kwimarike yempahla ethe yenzeka ngoMvulo odlulileyo kwaye inokuthatha ithuba kwimeko yayo yangoku kwiimarike zezabelo. Ayothusi into yokuba iiparameter zayo zahluke kakhulu kwaye ayinanto yakwenza kangako nale nyani ichopheleyo kwintengiso yesitokhwe kule veki ingaqhelekanga kubatyali mali. Ukusuka kuwe ungathatha isikhundla ngoxolo olugqibeleleyo ebusweni bento eyenzeka kufutshane kakhulu nePacific. Apho ngeli xesha abanako ukunika isimanga esibi ngamanye amaxesha kwimidla yabatyali mali abancinci nabaphakathi.


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