Umbutho waMazwe aThumela iiPetroleum (OPEC) kunye namahlakani ayo anjengeRashiya neMexico avumile eVienna ukuba arhoxise imiphanda engama-500.000 ngemini ekrwada ngoJanuwari olandelayo, ukongeza kunqunyulwa 1,2 yezigidi kwinani lemigqomo ngosuku eqale ukusebenza nge-2019 kaJanuwari XNUMX. Nokuba kunjalo, kukuzama ukugcina amaxabiso kunye nokuthintela ukubonelelwa okungaphezulu kokuphinda kwenziwe kwiinyanga ezizayo. Ukuchaphazela ixabiso lezabelo zeenkampani zeoyile ezidweliswe kwimarike yezemali kwihlabathi liphela.
Kwimeko apho iindaba zimi gca ukuba inkampani yeoyile yaseburhulumenteni iAramcom iqalile ukudwelisa kwi-Saudi Arabia stock stock. Apho yenziwe njenge Elona lizwe lithengisa kakhulu kwizabelo (i-IPO) kwimbali. Apho indawo elungileyo yabatyali mali abancinci nabaphakathi bayazi ngokuvela kwabo kwiimarike zemali ngenjongo yokuthatha izikhundla kwixabiso ukuzama ukwenza ulondolozo lwabo lube nenzuzo ukusukela ngoku. Nokuba kukwimakethi yesitokhwe engasetyenziselwa ukuthengisa ngenxa yezizathu ezininzi.
Inokuba yindawo apho kuvulwa khona izikhundla, kodwa ucinga ukuba umngcipheko uphezulu kunolunye udidi lweeasethi zemali. Kungenxa yokuba i-oyile eluhlaza iyavezwa kwiindaba eziza kuveliswa ukusukela ngoku kuba zithambile kuyo yonke into eyamkelweyo khuthaza okanye ulibazise imveliso yakho. Apho kukho amazwe ambalwa kakhulu athabatha amanyathelo kunikezelo lweoyile ekrwada kwihlabathi liphela. Ukunyanzelwa okuphezulu kumaxabiso abo kwenziwa kwaye oko kungakhokelela kwinto yokuba iinzuzo ezinkulu zelahleko okanye iilahleko zingenziwa kwisithuba esifutshane kakhulu sexesha. Njengokuba kusenzeka kwiiseshoni zokugqibela kwizikwere zamanye amazwe.
Ioyile: ungazivula njani izikhundla?
Ingxaki ephambili onokuba unayo yindlela yokuthatha isikhundla kule asethi ebalulekileyo yemali. Kwimakethi yesitokhwe sikazwelonke unokhetho oluncinci kwaye zonke zingena kwizikhundla zeRepsol. Lixabiso lentengiso yesitokhwe elinconywayo kakhulu ngabahlalutyi abachaphazelekayo kwiimarike ze-equity. Ngamaxabiso ekujolise kuwo oscillates phakathi kwama-16 nama-18 euros ngesabelo ngasinye kwaye ke ngoko sinokulinganisela esinokubakho sokuphinda sivavanywe malunga ne-13% ngaphezulu okanye ngaphantsi. Kuzo zonke iimeko, kukubheja okukhohlakeleyo ngakumbi kunokubala kuba kuxhomekeke ubukhulu becala kwixabiso elibi kwiimarike zezemali.
Elinye lawona mahlelo alo aqhelekileyo kukungazinzi okukhulu kuba ihlala ibonisa ukwahluka kumaxabiso ayo ukuya kuthi ga kwiipesenti ezi-4 okanye ngepesenti ephezulu. Kwelinye icala, ayinakulityalwa ukuba eli lixabiso elihambisa esinye sezona nzuzo zinenzuzo kwisalathiso esikhethiweyo sezabelo zamazwe, Ibex 35. Ngenqanaba lenzala elingaphezulu kwe-6% ngentlawulo esisigxina kunye neqinisekisiweyo minyaka le, nantoni na eyenzekayo kwiimarike zezabelo. Ukuze ngale ndlela, kwenziwe ugcino oluzinzileyo lokonga ixesha eliphakathi kwaye ngakumbi ixesha elide. Njengendlela yokuqamba yokubhalisela izikhundla zakho ukusukela ngoku ukuya ekonakaleni kwezinye izicwangciso zotyalo-mali.
Iimarike zaseYurophu nezaseMelika
Ngayiphi na imeko, olona khetho lufanelekileyo lokukhetha izikhundla kule asethi yezemali kukuya kwiimarike zamanye amazwe, kulapho iinkampani zeoyile ezilungileyo kwihlabathi zimelwe kakuhle. Ngamaxabiso afanelekileyo kwizalathiso zawo kwaye zibonisa kakuhle ukubaluleka kwegolide emnyama kwiimarike zamasheya njengangoku. Apho zikhona iimarike zaseYurophu nezaseMelika ezibambe kakuhle le meko kwaye eya kuthi ifune umzamo omkhulu wemali ngokubonisa iikhomishini ezifuna ngakumbi kunezo zentengiso zesizwe. Kujikeleze amanqaku eepesenti ezimbalwa xa kuthelekiswa nokugqibela.
Kuzo zombini iimeko, zezinye zezona ndawo zinamandla kwiimarike kwihlabathi liphela. Ukuza kuthi ga ngoku banempembelelo kwinxalenye enkulu yee-indices ezikhethiweyo zeemarike zamasheya zamanye amazwe. Ngale ndlela, kufanele ukuba kukhunjulwe ukuba ezi zindululo kwimarike yemasheya zixhomekeke kwinto enokwenzeka kwixabiso leoyile ekrwada kwiimarike zezemali. Kwaye kuzo zonke iimeko, yeyona ndlela yokuthatha izikhundla kule asethi efanelekileyo yemali ephawula uqoqosho lwamazwe aphambili kwiplanethi. Ukuza kuthi ga kwinqanaba lokuba banokuba luncedo kakhulu ukuba isimilo esona sihle kakhulu kwishishini lakho.
Bhalisa imali yotyalo mali
Olunye lolona khetho lubalulekileyo olunokuthi lusetyenziswe ngabatyali mali abancinci nabaphakathi kukushenxiswa kwemali yotyalo-mali esekwe kwezi zinto zibalulekileyo. Ewe kunjalo, azikho ninzi, kodwa ubuncinci zigubungela ibango labatyali zimali abathengisayo ngemveliso yezemali enophawu olu ngokukodwa. Nangona icamngca iikhomishini ezifuna ngakumbi kunasekuthengweni nasekuthengisweni kwezabelo kwimarike yemasheya. Ukuya kwinqanaba lokuba inakho fikelela kwi-3% yemali etyalwe. Kwaye inokudibaniswa nezinye iiasethi zemali, kokubini ukusuka kwindawo yokujonga ii-equities kunye nengeniso esisigxina okanye kwimodeli ezizezinye.
Ngelixa kwelinye icala, imali yotyalo-mali yezi mpawu yahlukile kubo volatili eyomeleleyongokuhambelana kwamaxabiso ezokhuseleko. Ngale ndlela, kufanele ukuba kuqatshelwe ukuba ukwahluka kwayo okukhulu kuvumela ukhuseleko olungcono lokonga kwimeko enokubakho kwimeko yeemarike zezabelo. Oko kukuthi, emva kwayo yonke loo nto, yenye yeenjongo eziphambili zabatyali mali abancinci nabaphakathi. Apho kunokubakho ukuhla okukhulu kumaxabiso eseshoni nganye yorhwebo kwaye oko kukhokelela kukungangqinelani okuthile kwizicwangciso zotyalo-mali ukusukela ngoku.
Ii-ETFs ezisekwe kwi-Crude
Le yimveliso edibanisa inkxaso-mali yemveli kunye nokuthengwa kunye nokuthengiswa kwezabelo kwimarike yemasheya. Apho, abaphathi abohlukeneyo bayila iimveliso zotyalo-mali ngokuqinisekileyo ukuze bakwazi rhuma ngayo nayiphi na isavimbi kwaye, kungenjalo, ayinakubhaliswa ngezinye iimveliso zotyalo-mali. Ukuvela kwezi mveliso zezemali akuhambelani nokhuselo, kuba ezinye zazo zisekwe kumacandelo okanye kumazwe asakhasayo inzuzo yawo ixhomekeke kumjikelo wezoqoqosho ahamba kuwo, kwaye inokubonisa ukubheja okugcwele umngcipheko kubatyali mali.
Enye yezona zinto zibalulekileyo zihlala kwinto yokuba izinto ezingafunekiyo ezinje nge-oyile ekrwada lelinye lamacandelo apho isibonelelo samva nje semali yotyalomali edwelisiweyo okanye ii-ETFs zimiselwe ikakhulu kwaye, kwiimeko ezininzi, ziye zenziwa ukuvuselela isindululo esele sikhona kwimarike yezemali. Ngale ndlela, le mveliso ijolise kutyalo-mali yenzelwe ixesha elifutshane kwaye nangaphezulu kwalo lonke ixesha eliphakathi kwaye ngokungafaniyo nengxowa mali yotyalo-mali yemveli enexesha elide. Kwelinye icala, ezi mali zotshintshiselwano zibandakanya iikhomishini ezifikelelekayo ngakumbi kubo bonke abasebenzisi. Kwiimeko ezininzi, ungagqithi kumanqanaba e-1,50% kwimali etyalwe kwii-ETFs ezibizwa ngokuba zii-ETFs.
Ngohlobo lwesibonelelo esingabanzi njengolunye utyalomali kwaye esekwe, hayi kwiinkampani zeoyile, kodwa ngokuchaseneyo nemveliso yazo. Kule meko, ukuthatha isikhundla kunzima ngakumbi, njengoko kubonisiwe kule minyaka idlulileyo. Kodwa kuyo nayiphi na imeko, kunokuba yinto enomdla kakhulu ukutyala imali kwigolide emnyama kwiintsuku okanye kwiinyanga ezizayo. Ukusuka kwimbono yotyalo-mali eyahlukileyo kakhulu kuzo zonke iindawo zokujonga kunye nesinye sezicwangciso onokuzikhetha. Ukuya kwinqanaba lokuba uphendule lo mbuzo: Ngaba ii-equities lolona khetho lulungileyo ukwenza ulondolozo lube nenzuzo?
Umphongolo ujikeleze iidola ezingama-65
Iimarike zaseBrent zikhuphuke kancinci ngexesha leeseshoni zokugqibela zokuthengisa, kodwa zona ziyahlupheka ngomndilili wokuhamba ocacileyo (i-EMA ngesifinyezo sayo ngesiNgesi) kwiintsuku ezingama-200. Ngaphandle kwalonto, inqanaba lama- $ 65 umphanda ongentla unikezela ngenkcaso ephezulu kakhulu njengoko iyinxalenye ephezulu yendawo yokudityaniswa. Okwangoku kunokwenzeka ukuba kukho umngcipheko wokuhla kunokunyuka, kodwa gcinani engqondweni ukuba iimarike ziya kuqhubeka nokusabela kwiindaba ngokungaziphathi kakuhle, ngakumbi okona i-OPEC ithatha isigqibo eVienna nakwezinye iindaba ezigcina icandelo.