Ibex 35 ibonisa ubuthathaka obukhulu kunezinye izikwere

U-Chancellor wase-Germany u-Angela Merkel kunye no-Mongameli wase-France u-Emmanuel Macron baveze 'isiCwangciso sokuBuyisa' i-European Union exabisa i-500.0000 yeebhiliyoni zeerandi. Njengesisombululo sokujongana nengxaki yezoqoqosho nentlalontle yaseYurophu ngenxa yokwanda kwecoronavirus. Okubandakanya iinjongo zokuzikhusela kolawulo lwaseYurophu nolwesizwe kumacandelo acwangcisiweyo nakwikamva ezempilo, amashishini kunye notshintsho lwedijithali kunye nendalo. Iindaba ezithi kwelinye icala zamkelwe kakuhle ziimarike zamashishini ezingenanzala emisiweyo kwilizwe jikelele.

Ngayiphi na imeko, iimpembelelo zayo azizukukhawuleza, kodwa ngokuchaseneyo, kulindelwe ukuba isicelo sayo siza kuba sincinci ngaphambi kokuphela kwehlobo. Ngale ndlela, kuhlahlo-lwabiwo mali lwe-EU olulandelayo kuya kubakho "ingxowa-mali yokubuyisela kwimeko yesiqhelo" ye-500.000 yezigidi, eya kuthi ivumele i-27 ukuba iboleke kwaye ibuyisele kunye iindleko ezinxulumene nengxaki. Nangona beya kufuna ukuba amazwe achaphazeleke kakhulu kwi-coronavirus amkele uthotho lweemeko kunye nohlengahlengiso kubasebenzi nakwezobugcisa. Ngokubhekisele eSpain, kusahleli kuchaziwe ukuba ayintoni na la manyathelo kwaye ziya kuthabatha njani iimarike zentengiso zelizwe lethu.

Kwelinye icala, ayinakulityalwa ukuba isalathiso sezabelo zamashishini ezingenanzala emanyeneyo zelizwe lethu, i-Ibex 35, yeyona ndawo yentengiso ibonakalisa obona buthathaka. Ayibonakaliswanga kwezinye ii-indices zelizwekazi elidala kwiiseshoni zokurhweba zakutshanje. Ukuya kwinqanaba lokuba yonke into ibonakala ngathi ibonisa ukuba kungekudala izakuya kwiiveki ezisezantsi zokugqibela ngenyanga kaMatshi. Kwinqanaba lamaxabiso ajikeleze amanqaku angama-6000 kwaye oko kunokuba nokuhla nangaphantsi kumaxabiso eenkampani ezingama-35 ezenza le index yesitokhwe.

Ibex 35: isitshixo kumanqaku angama-5800

Ngayiphi na imeko, amanqanaba asetelwe kwisalathiso esikhethiweyo kwimarike yaseSpain isondele kakhulu kumanqaku angama-5800. Kuba ukuba ibigqithisiwe, ngekhe kugwetywe kwaphela ukuba iya kuma kumanqaku angama-5400. Ngokwexabiso elibaluleke kakhulu elinokubakho ukusuka kumanqanaba exabiso langoku. Ayothusi into yokuba iyakube iphantse yehle nge-20% kwaye le meko inokuba yingozi kakhulu kwimidla yabatyali mali abancinci nabaphakathi. Ke ngoko, ayiloxesha elifanelekileyo lokungena kwiimarike zezabelo zamazwe ethu kwaye le nyani kufuneka ithathelwe ingqalelo xa kuphuhliswa nasiphi na isicwangciso sotyalo mali. Ngaphandle kolunye uthotho lokuqwalaselwa kobuchwephesha kuhlalutyo lobuchwephesha lwesalathiso sesitokhwe saseYurophu.

Ngelixa kwelinye icala, kufanele ukuba kuqatshelwe ukuba i-Ibex 35 ithwele nzima yimeko icandelo leebhanki elihamba kuyo. Akunakulityalwa ukuba ezi zinto zehle phantse ngeepesenti ezintlanu (5%) kwiiseshoni zokugqibela zorhwebo, kuba lelona candelo libalaseleyo kwezemali kweli lethu. Eli nqaku lurhuqa lokwenyani ukuze i-Ibex 35 ibuye kwakhona kula maxesha kwaye inamandla athile. Kunye nenyaniso yokuba iibhanki zineengxaki zesakhiwo ezibaluleke kakhulu kwaye de zibe zisonjululwe azizukukwazi ukutsala i-Ibex 35 kwiinyanga ezizayo. Eli lelinye lamathandabuzo anokuthi abatyali zimali abancinci nabaphakathi babuze malunga nezenzo zabo kwiimarike zezemali.

Uloyiko lokunyuka kweerhafu

Enye into enokuthoba i-Ibex 35 kwiinyanga ezizayo kukuba kunokwenzeka ukunyusa irhafu kuhlaziyo oluncinci lwerhafu. Ngumlinganiso ongathandwayo ngabatyali mali kwaye onokuthi uchaphazele ukuthengisa okwangoku kumthengi kwiinyanga ezimbalwa ezizayo. Ngelixa kwelinye icala, ayinakulityalwa ukuba le yimilinganiselo engaze yehle kakuhle kwiimarike zezemali. Ayililo ilizwe lethu kuphela, kodwa kuzo zonke iimarike zentengiso zehlabathi, njengokuba kwelinye icala kusengqiqweni ukuqonda. Ke ngoko, kuya kufuneka ujonge kakhulu ekufikeni kwalo manyathelo ezoqoqosho kunye nezemali kwiintsuku ezizayo ukuze wenze isigqibo esinye okanye esinye ekupheleni kwekota yesibini yalo nyaka.

Kwelinye icala, into engabalulekanga kangako kukuba isalathiso sezabelo zokulingana kwelizwe lethu, i-Ibex 35, siqala kwindawo yobuthathaka obukhulu kunezinye iimarike zamazwe aphesheya nezaseYurophu ngokukodwa. Kule meko ngokubanzi, kufanele ukuba kuqatshelwe ukuba ukunyuka kwerhafu okunokwenzeka eSpain kunokuba lithuba lokuyeka izikhundla kwiimarike zezabelo, ubuncinci iinyanga ezimbalwa. Kuba ngokwenyani, siza kuba namathuba amaninzi okufumana amaxabiso ezabelo anokukhuphisana kwaye ngaphezulu kwako konke kulungelelaniswe nomdla wethu. Ngokuphinda ube nokuhlaziywa okungaphezulu koku kude kube kula maxesha achanekileyo kwimarike yemasheya yaseSpain.

Ukwahluka kwepotifoliyo

Uqoqosho oludibeneyo lwehlabathi, ukufikelela ngokubanzi kulwazi, kunye nokucinywa kweemarike zezemali kuye kwenza kwalula ukwahlula ipotifoliyo yotyalo-mali ngaphandle kokophula ibhanki. Kubatyalomali abaninzi, ukwahluka okunengqiqo kuye kwathetha okungaphezulu kokulinganisa ukubonwa kwiiklasi zeasethi okanye ukukhetha ngononophelo kumacandelo ahlukeneyo okanye kumashishini aza kutyala kuwo.

Abo baseMelika bajonge ukwahluka bangaqala ukujonga ngaphaya kwamaza okutya okungaxakekanga kwiimarike ezinkulu zamanye amazwe kunye nemimandla. IYurophu lukhetho olunomdla ngokukhethekileyo, njengoko likhaya kwiinkampani ezininzi eziphambili zehlabathi eziye zavuza abanini bazo ngamashumi eminyaka yoxabiso kunye nezahlulo.

Nazi iindlela ezine ezinokuthi zisebenzise umtyali mali, umphathi wepotifoliyo, okanye umcebisi wezezimali ukongeza isitokhwe kwintengiso yaseYurophu kwibhasikithi eyakhiwe kakuhle yokubamba.

Ukutshintshiselana ngemali

Le ndlela yokutyala imali kwizitokhwe zaseYurophu iluncedo ikakhulu kubatyali mali ngaphandle kwemali eninzi. Ngokutyala imali kwiimali ezihlangeneyo okanye iimali ezithengiswa ngotshintshiselwano (ii-ETFs) ezithintela izinto zazo kwiinkampani ezisekwe- okanye ezenza ipesenti enkulu yeshishini labo - eYurophu, izibonelelo zokwahlukahlukana ngokubanzi ziya kufumaneka ngexabiso eliphantsi. funyanwa ngenye indlela ngokuzama ukwakha izikhundla ngokuthe ngqo.

Ukutyalomali ngesithuthi esiqhelekileyo njengengxowa-mali yesalathiso, nokuba yakhiwe njengengxowa-mali yemveli okanye ingxowa-mali yokurhweba, inezinto ezisezantsi. Uhlala unenzuzo ebalulekileyo engafakwanga eyimali elele kwipotifoliyo yakho. Nangona kuncinci kakhulu kunqabile, kukho iimeko apho unokugqiba ukuhlawula irhafu eninzi kumvuzo womnye umntu odlulileyo (inqaku lobuchwephesha uninzi lwabatyali mali abangaqapheli ukuba lukhona nemali). Mhlawumbi eyona nto icinezelayo kukuba kufuneka uthathe okuhle kokubi, kubandakanya nokujongana necandelo elisisiseko kunye nobunzima beshishini kwipotifoliyo yengxowa-mali.

Iirisithi zedipozithi zaseMelika

Enye indlela yokutyala kwimarike yaseYurophu kukuthenga ii-stocks zangaphandle ngokusebenzisa iirisithi zedipozithi zaseMelika (ADRs). Ngamanye amaxesha, iirisithi zedipozithi zaseMelika zixhaswe yinkampani yangaphandle uqobo. Ngamanye amaxesha, ibhanki egcina imali, ihlala ililungu leziko elikhulu lezemali, ithenga ngokuthe ngqo ibhloko yezabelo zangaphandle. Le bhanki isebenza ngengqondo yokuba kukho intengiso yangaphakathi yezi stock zangaphandle kwaye, nayo, ingeniso evela kwiikomishini inokuveliswa ngokunikezela ukufikelela kuyo.

Iiakhawunti zebhanki zezi zabelo zangaphandle kunye nemicimbi yezokhuseleko emele ubunini bazo, kwaye olo khuseleko luthengiswa kwimarike yasekhaya, ihlala ithengisa kwi-OTC. Kwelinye icala, abatyali zimali banokuthi bathenge kwaye bathengise izabelo ngokungathi zizabelo zikazwelonke: qhagamshela kwi-Intanethi, faka uphawu lweticker, uphonononge umsebenzi kwaye uwenze ngeakhawunti yomrhwebi.

Ibhanki egcina imali iqokelela izabelo, iyiguqule ibe ziidola zaseMelika, ihambise kubanini beRisithi zedipozithi zaseMelika, emva koko ihlawule imali encinci yee-ADR. Ibhanki egcinwe rhoqo ihlala ilawula ukugcwaliswa kwemvumelwano yerhafu yamanye amazwe, ke i-15% yokubamba inqanaba (endaweni ye-35% yenqanaba) isebenza kwizabelo.

Umcimbi omnye ekufuneka uwazi xa ujongana neRiphabliki yaseMelika kukuba uninzi lwee-portal zezemali azichazi ukuba zinika ingxelo yesahlulo kunye nesahlulo semivuzo kwirhafu yangaphambi kwerhafu- njengoko kusenziwa kukhuseleko lwasekhaya- okanye kwisahlulo somnatha iirhafu emva kokubamba izabelo zangaphandle (kwaye ukuba imeko yokugqibela yeyiphi iqondo). Ukuba ufuna ukwenza uthelekiso lokwenyani lwezahlulo ze-apile-ukuya-kwiapile phakathi kwee-ADR, kuya kufuneka wenze uphando oluncinci kwaye wenze uhlengahlengiso kumanani.

Omnye umqobo kukuba iinkqubo ezibandakanya iirisithi zediphozithi zaseMelika zinokuguqulwa okanye zitshintshwe ngeendlela obungakhange uzilindele. Kodwa, ukuba oku kuyenzeka, ungayishiya le nkqubo kwaye uthathe ngokuthe ngqo izabelo zangaphandle. Nangona kunjalo, ukwenza njalo kunokubandakanya ukuhlawula umrhumo kumrhwebi nakwibhanki yedipozithi.

Izabelo ezithe ngqo kwizabelo zaseYurophu

Le ndlela yeyona ichanekileyo, nangona ihlala ingaziwa kangako, kubatyali zimali baseMelika abanokhuseleko kuphela ekhaya. Umzekelo, masithi ufuna ukuba nezabelo kwinkampani enkulu yetshokholethi eSwitzerland.

Iinkcukacha zendlela yokuthenga izitokhwe ziyahluka ngokuxhomekeke kwifemu yomrhwebi oyisebenzisayo ukwenza urhwebo lwakho. Ukuba ungumtyali mali othengisayo, jonga kwiziko apho uneakhawunti yomrhwebi. Inkampani yokurhweba kufuneka ikuncede utshintshise iidola zaseMelika ngeeSwitzerland francs zokuhlala, kwaye baya kukuhlawulisa nangokusasaza bakwazise ngexabiso lokugqibela lokuphumeza kunye nemali yekhomishini. Inani lekhomishini ngesiqhelo liya kuthetha ikhomishini eyongezelelweyo yomthengisi waseSwitzerland wasekhaya onobudlelwane naye.

Impazamo enye yale ndlela yotyalo-mali kukuba ifuna ukutyala ubuncinci amawaka aliwaka eerandi kwintengiselwano. Kusenokwenzeka ukuba awudingi amawaka eedola ukuthenga iivenkile zaseYurophu ngale ndlela, kodwa imali eyongeziweyo kunye nenkcitho ziya kususa inxenye yomvuzo wakho, kwaye ungalinciphisa ifuthe labo ngokurhweba ngobuninzi. Unokuthathela ingqalelo ukubeka phambili ukuthenga kunye nokubamba utyalo-mali ukunciphisa iindleko zotshintshiselwano lwangaphandle ezenza ukutshintsha phakathi kwezikhundla kubize.

Tyala imali kwizitokhwe zaseYurophu

Uhlalutyo olunobunkunkqele lobudlelwane phakathi kokuhamba kweemarike zemali kunye nokusebenza kweemarike zentengiso ezilandelayo kubonisa ukuba iSweden kunye nommandla we-euro (indawo enye yemali yaseYurophu) kufuneka igqithe e-US.kwaye nezinye iimarike ezinkulu kunyaka ozayo.

Olu phando luvela kwinkampani yohlalutyo lwezezimali i-HCWE & Co, ethe yafumanisa ukuba amazwe afumana eyona "ntlekele yemali" ikwabone ukuthengiswa kwawo kwezorhwebo kunamazwe angoyena mntu othembekileyo. Uxwebhu lwamva nje oluvela kwinkampani luyichaza ngolu hlobo lulandelayo:

Ukusebenza okunokubakho kweemarike zezabelo zamanye amazwe zinokubekwa kwinqanaba lonyaka omnye kwangaphambili ngokusebenza kwemali. Unxibelelwano luphezulu, kwaye luboleka kwisicwangciso esiliqili sokukhetha ilizwe.

Isebenza ngaphezulu okanye ngaphantsi ngale ndlela. Iimarike zamasheya zihlala zenza kakuhle xa imali inyuka ngexabiso (okanye iwela ngaphantsi) xa ithelekiswa nezinye iimali. Ixabiso elonyukayo, umzekelo, idola yaseMelika okanye iponti yaseBritane, iya kutsalela ukutsala imali kuqoqosho kwaye ngaloo ndlela inyuse imarike yestokhwe yendawo.

Khetha i-Euro Stoxx

I-pan-European Stoxx 600 ivale i-3,8% isezantsi njengoko iimarike kwihlabathi liphela zitshona. Ibhentshi lilahlekelwe malunga ne-12,7% phakathi evekini, okona kuqhuba kakuhle ukusukela ngo-Okthobha ka-2008 ekuphakameni kwengxaki yemali yehlabathi.

Izixhobo ezingundoqo ziye zehla nge-4,6% ukukhokelela kwilahleko njengoko onke amacandelo kunye notshintshiselwano olukhulu lwarhweba kakhulu kubomvu. I-FTSE 100 yase-Bhritane yalahleka i-3,7% ngolwesiHlanu, isalathiso se-CAC 40 sase-France sasisezantsi nge-4% kwaye i-DAX yaseJamani yehla nge-4,5%.

Izitokhwe zaseYurophu zingene kumhlaba wolungiso ngoLwesine, zehla nge-10% ngaphantsi kwamaxesha onke aphezulu ngoFebruwari 19 kunyaka ophelileyo, njengoko ukusasazeka okukhawulezayo kwecoronavirus ngaphaya kwe China kubangele ukuba iimarike zehlabathi zehle.

Iimarike ezisixhenxe eziphambili zaseAsia-Pacific nazo ziwele kumhlaba wolungiso, ngelixa e-United States, iDow yawa amanye amanqaku ayi-1.000 500 ngolwesiHlanu. I-S & P XNUMX kunye ne-Nasdaq zithathe iintsuku nje ezintandathu ukuba ziwe ukusuka kumaxesha aphakamileyo ziye kwindawo yokulungisa.

Izitokhwe zehlabathi jikelele zikwabekwa ngeyona veki imbi ukusukela ngeengxaki zemali ka-2008, kunye ne-MSCI ACWI index esezantsi nge-9%.

Ukuvalwa kweemarike eYurophu ngolwe-Sihlanu, bekukho ngaphezulu kwama-83.700 aqinisekisiweyo amatyala e-coronavirus kwihlabathi liphela, kunye nokufa kwabantu okungenani abangama-2.859. Amatyala okuqala axelwe ngolwe-Sihlanu e-Azerbaijan, Belarus, Lithuania, Mexico, New Zealand naseNigeria, elona lizwe linabantu abaninzi e-Afrika.

Kwiindaba ezihlanganisiweyo, iThyssenkrupp ivumile ukuthengisa icandelo layo lekhetshi kwiqumrhu leAdvent, iCinven kunye nesiseko seJamani seRAG kwisivumelwano se-17.200 yezigidigidi ($ 18.700 yezigidigidi), inkampani yabhengeza ngoLwesine.

Izabelo zeThyssenkrupp zaqala zenyuka kodwa zehla nge-5,6% kurhwebo lwasemva kwemini emva kokuba u-CEO uMartina Merz echithe isahlulo sexesha elinye kwaye wathi ingeniso iya kusetyenziselwa ukulungisa okanye ukuthengisa amashishini aseleyo.

Bounce kwii-indices zaseYurophu

Kwakhona, xa amasheya enyuka, yiYurophu ebuya ngasemva. Nge-S & P 500 kufutshane ne-30% ngaphezulu kwe-Matshi yayo esezantsi, iStoxx 600 Index ishiyeke ngasemva nge-21% isaphulelo, ngaphandle kokuwa ngaphezulu kwe-US kuthengiso lwehlabathi oluqhutywa sisifo secoronavirus.

Isizathu? Okokuqala, kukho ukwenziwa kweemarike: iYurophu inokubakho okukhulu kumacandelo e-cyclical, anje ngeebhanki namandla, athe aqhuba kakubi ngeli xesha lobunzima. Ukongeza, lo mmandla ukhokelele kutshanje ukusika kwezahlulo ziinkampani ezinkulu. Abatyali mali nabo badanile bubungakanani bamanyathelo enkxaso yezemali kunye nemali, njengoko iYurophu ijongene nolona xinzelelo lwenzulu kwimemori. Ngolungelelwaniso oluphezulu xa kuziwa kwisicwangciso sokukhetha.


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  1. Uxanduva lwedatha: UMiguel Ángel Gatón
  2. Injongo yedatha: Ulawulo lwe-SPAM, ulawulo lwezimvo.
  3. Umthetho: Imvume yakho
  4. Unxibelelwano lwedatha: Idatha ayizukuhanjiswa kubantu besithathu ngaphandle koxanduva lomthetho.
  5. Ukugcinwa kweenkcukacha
  6. Amalungelo: Ngalo naliphi na ixesha unganciphisa, uphinde uphinde ucime ulwazi lwakho.