Ukutyala imali kwizitokhwe zaseNikkei

INikkei 225, ebizwa ngokuba sisalathiso seNikkei, sesona sitokhwe sithandwa kakhulu kwimarike yaseJapan, yenziwe ngama-225 okhuseleko olunamanzi adweliswe kwiTokyo Stock Exchange. Ngenye yeemarike ezinkulu ze-equity kwihlabathi, zombini kwinani leenkampani ezidweliswe kwi-index index yazo kunye nomgangatho wazo. Ikwayinxalenye yenxalenye elungileyo yemali yotyalomali esekwe kwimarike yemasheya. Ukuba kuzo zonke iimeko yenye yeendawo ekubhekiswa kuzo kubatyali zimali abancinci nabaphakathi.

Ukuphonononga imbali yesalathiso sesitokhwe esincinci, siyabona ukuba isalathiso esibizwa ngokuba yiNikkei index sazalwa ngo-1971 kwaye sibalwa liphephandaba laseJapan lezoqoqosho kunye neshishini uNihon Keizai Shinbun, ogama lakhe linguNikkei livela kumagama akhe. Ukusuka apho unokufumana khona zonke iintlobo zeenkampani, kunye nomgangatho ophezulu, ukusuka kwezona zinto zixabisekileyo zetekhnoloji ukuya kwiinkampani zombane zemveli. Phantse zonke iinkampani zibandakanyiwe kule index yezabelo zaseJapan. Ukuya kwinqanaba lokuba lelona libalulekileyo kwindawo yaseAsia kwaye ukuba ishedyuli yayo yorhwebo iba sisalathiso kwiimarike zesitokhwe zelizwekazi lakudala. Kuzo zombini iindlela zokunyusa kunye nokuhamba.

Ukusuka kolu hlolisiso lufutshane lwesalathiso sentengiso yaseJapan, kufuneka kuthiwe kuyinyani ukuba amaxabiso aso aguqukile ngokubhekisele kwimarike yaseYurophu. Ngumahluko onokufikelela kwi-5% phakathi kwamaxabiso aphezulu kunye neyona nto incinci eyenza ukuba ibe nomtsalane kwinxalenye elungileyo yabarhwebi kwiimarike zezemali. Kwelinye icala, ayifanelanga ukuba ilibale ukuba ukusebenza kule marike ye-equity kubandakanya iikhomishini ezifuna ngakumbi abatyali mali baseNtshona. Le nzame yezemali ichaza ukuba utyalomali kufuneka lwenziwe ngenzuzo kwimida ebanzi. Ngeekhomishini ezinokufikelela kwi-0,6% kwiimali ezinkulu ezityaliweyo.

I-Nikkei 225: indlela esecaleni

Okwangoku i-Nikkei 225 ikwindlela esecaleni eya kuthi ixabise ukuphuma kwelinye icala okanye kwelinye, ngenxa yohlengahlengiso olubangelwe kukwandiswa kwe-coronavirus kwihlabathi liphela. Ngaphandle kokuphindaphinda ekusenokwenzeka ukuba bekukho kwezi veki zidlulileyo kwaye ke oko kuthetha ukuba abatyali zimali abancinci nabaphakathi kufuneka balinde ixesha elincinci ngaphambi kokuba bavule izikhundla kule index yezabelo zaseAsia. Ngendlela ethile iyafana nento eyenzekayo kuqoqosho lwayo kwaye ibimile iminyaka ethile komnye wemizekelo ecacileyo yoko ikuko ngaphandle kokukhula koqoqosho. Kwaye apho i-Nikkei 225 yenye yemithombo yayo efanelekileyo.

Ngelixa kwelinye icala, akukho mathandabuzo ukuba i-Nikkei 225 inokuba yenye indlela kubatyali mali abancinci nabaphakathi xa bejongana nokudodobala kweemarike zasentshona. Ngaphandle kokuba inqanaba elithile lokufunda ngabasebenzisi lithathelwa ingqalelo kule marike yemasheya kwelinye icala lomhlaba. Kuba ayinakulityalwa ukuba amaxesha ngamaxesha inokusetyenziselwa ukwenza imisebenzi esiza kuyenza kwiimarike zezabelo. Nokuba likweliphi inqanaba lotyalo-mali kwaye ngakumbi kwezokhuseleko apho sithatha khona izikhundla ukusukela ngoku. Kungenxa yokuba esiphelweni sosuku kumalunga nokuphuma kwezi ntengiso kwimarike yemasheya.

Icandelo eliphezulu lobuchwepheshe

Ngayiphi na imeko, icandelo lezoqoqosho elinobunzima obukhulu kwiNikkei licandelo lobuchwepheshe, lilandelwa licandelo leempahla zabathengi. Ezinye iinkampani ezifanelekileyo ezenza iNikkei zezi: Yamaha, Toshiba, Suzuki Motor, Sony, Nissan Motor, Pioneer, Bridgestone okanye Konica. Yindawo elungileyo kubasebenzisi besahlulo abafuna ukutyala imali yabo eyinkunzi okanye okonga kule klasi yeeasethi zemali. Ngobukho obukhulu kunakwizabelo zeSpain, umahluko omkhulu kwinto yokunikezela esi salathiso sibalulekileyo semarike yamasheya yamanye amazwe. Kwelinye icala, kufuneka kugxininiswe ukuba lo ngumthombo ekubhekiswa kuwo kubatyali mali abanamava ngakumbi kolu hlobo lomsebenzi kubudlelwane nehlabathi elihlala linzima lemali.

Enye into ekufuneka kujongwane nayo xa uthetha ngeNikkei yile inento yokwenza nokuguquguquka kotyalo-mali lwakho, ngengqondo yokuba unokukhetha nayiphi na inkampani. Ngokwahluka okubanzi kakhulu, okuphezulu kakhulu kunamashishini ezabelo zamazwe ethu, nakwi-Intanethi kunaseMelika okanye eJamani, ukukhankanya nje imizekelo embalwa efanelekileyo. Ukuya kwinqanaba lokuba akukho mida kutyalo-mali ngabasebenzisi beemarike zentengiso. Le nyaniso ithetha ukuba unokukhetha naliphi na icandelo kwaye ngokuqinisekileyo kwiinkampani ezifanelekileyo ezinomthamo weshishini othathelwa phezulu kakhulu kwaye ubalulekile kwicandelo lotyalo-mali. Ukusuka kule ndawo yokujonga, abatyali mali abancinci nabaphakathi abanangxaki kubasebenzisi ukwenza isigqibo malunga nezona zigqibo zibalaseleyo abanokuzenza ngalo naliphi na ixesha.

IBarometer yoqoqosho lwaseJapan

Ngaphandle kwembono akunakungathandabuzeki ukuba esi salathiso kwimarike yamasheya yamazwe aphesheya sinokuqwalaselwa njengebarometer ephawulekayo kuqoqosho lwaseJapan. Ukuya kwinqanaba lokuba libonisa uqoqosho lweli lizwe laseAsia ngenyani enkulu. Zimbalwa iimarike zamazwe aphesheya ezibonakalisa ngalo mzuzu kanye, ngamaxabiso angama-225 ahambelana neenkampani ezinamandla kakhulu ezinemali eninzi. Ngamanye amagama, kulula kakhulu ukulungelelanisa ukungena kunye nokuphuma kwamaxabiso ziiarhente zezemali. Ngesi sizathu, ayothusi into yokuba ezinye zezi zibambiso zenza iphothifoliyo yeemali ezininzi zotyalo-mali eziye zaphuhliswa ziinkampani zolawulo zamanye amazwe. Le yeyona nto iluncedo kakhulu onokuyibona kwasekuqaleni kwaye ngokungafaniyo nezinye ii-indices kwimarike yemasheya emhlabeni.

Ngelixa kwelinye icala, ayinakulityalwa ukuba isalathiso saseJapan sinempembelelo enkulu kwabanye ngenxa yobunzima bayo obukhulu kuqoqosho ngokubanzi. Inyani eyenza ukuba ithembeke kakhulu kukwazi ngobunzulu imeko yoqoqosho kunye nendlela umhlaba wotyalo-mali obungenakuba ngenye indlela. Ngale ndlela, ibonisa kakhulu nangona ikude kakhulu kwindawo yokujonga indawo eyiyo. Kungenxa yenyani yokuba yimarike yemali evulekileyo ngelixa sonke silele kwaye asiyazi into yokuzivelela kwayo kwiseshoni nganye yorhwebo. Ngayiphi na imeko, sesinye sezikwere ekufanele ukuba siyazi yonke imihla njengesalathiso kwinto emasiyenze ngamaxesha onke. Zombini zithengise kwaye zithenge izabelo kwiimarike zokulingana zeliphi ilizwe emhlabeni.

Ngomatshini ofanayo nezinye iindawo zamazwe aphesheya kuba awubonisi mahluko kwaye ngenxa yoko awufuni mfundiso yahlukileyo, njengemakethi yezemali yelizwe lethu. Ubuncinci ukuyithathela ingqalelo ukusukela ngoku ukuya phambili ukwenza naluphi na uhlobo lomsebenzi ukwenza ukuba imali yakho ekhoyo ibenenzuzo.

Idityaniswe kwii-ETFs

I-Nikkei 225 ye-Stock avareji sisalathiso esiphambili sesitokhwe eJapan kunye ne-barometer yoqoqosho lwaseJapan. Ivavanya ukusebenza kweenkampani ezinkulu zaseJapan ezingama-225, ezibandakanya uluhlu olubanzi lwamashishini. Ngokubanzi ithathwa njengelingana neJapan kumndilili we-Dow Jones, kubandakanya iinkampani eziphezulu ezingama-225 ezidweliswe kwiTokyo Stock Exchange. Nangona ungeke ukwazi ukutyala imali ngokuthe ngqo kwisalathiso, unokufumana ukubonwa kwizitokhwe ezingaphantsi kweNikkei 225 ngokusebenzisa ingxowa-mali yokurhweba ngokutshintshiselana (ETF). Ngale ndlela, ukuthengwa nokulawulwa kwesabelo ngasinye seNikkei 225 kuyabiza kwaye akunakwenzeka, kunefuthe elibalulekileyo lerhafu. Utyalomali lomntu ngamnye unokufumana ukubonakaliswa kwemali yokurhweba ngokutshintshiselana (ii-ETFs), ezo zinto zisisiseko zihambelana neNikkei 225.

Ngokungafaniyo neemali ezihlangeneyo, ezixabisa ukuphela kosuku, ii-ETFs zithengiswa ngalo lonke usuku, ke amaxabiso azo atshintshana njengamasheya. Njengengxowa-mali efanayo, ii-ETFs zinikezela ngokwahluka kotyalo-mali olunye. Baneendleko eziphantsi kuneemali ezilawulwa ngokukuko. Ii-ETFs ezahlukeneyo ezilandelela urhwebo lweNikkei 225 kwiTokyo Stock Exchange. Babandakanya i-iShares Nikkei 225 ETF evela kwi-Blackrock Japan, i-Nikkei 225 Exchange Traded Fund (NTETF) evela ku-Nomura Asset Management, kunye ne-Daiwa ETF Nikkei 225 evela kuLawulo lwee-Asethi ze-Daiwa.

Thenga uthengise utyalomali

Ukuthengisa ezi-ETFs, umntu kufuneka avule i-akhawunti kunye ne-arhente ye-brokerage evumela ukuba bathenge kwaye bathengise utyalo-mali olungabhaliswanga kwi-US Fidelity Investment kunye ne-ETrade Financial Corp. (i-ETFC) baphakathi kwabarhwebi bezaphulelo ababonelela ngeakhawunti yorhwebo yamanye amazwe. Qaphela ukuba ukurhweba kwe-ETF kwiimarike zakho zendawo zineengxaki. Ii-ETFs ezidweliswe kwiTokyo Stock Exchange zichazwe kwiiyen. Ukongeza ekubekeni iliso kwindlela yokusebenza kweNikkei 225, kuya kufuneka uthathele ingqalelo ukuhla kwezinga lonaniselwano phakathi kwe yen kunye nedola.

I-UK, i-France, i-Jamani, i-Switzerland, i-Itali kunye ne-Singapore nazo zibonelela nge-ETFs ezilandela i-Nikkei 225, ezinye zazo zidweliswe kwi-Tokyo Stock Exchange.

Ngolawulo olungqongqo lweshishini

Ngamaxesha okungazinzi kwiimarike zezemali zininzi iindlela abanokukhetha kuzo abatyali mali ukwenza ukuba imali yabo ekhoyo ibenenzuzo. Enye yezona zinto zibalulekileyo ngalo mzuzu yile imelwe yile marike kwiimarike zamashishini ezingenanzala emisiweyo. Ukusuka kolu luvo, kufuneka kugxininiswe ukuba uzinzo kwezopolitiko, ulawulo lweshishini olungqongqo kunye noqikelelo lwamaxabiso asezantsi kwenza ukuba ibe lixesha elifanelekileyo lokutyala imali kwimarike yaseJapan. Ngaphandle kokuba uqoqosho lwesithathu ngobukhulu emhlabeni ngemveliso yekhaya iyonke, iJapan ilandelwa ngabatyali mali abaninzi. Kodwa ukungabhencwa kwizitokhwe zaseJapan kuthintela abatyali zimali kwintengiso enokuthi ibanike ingeniso eyomeleleyo yesahlulo kunye nozinzo olunxulumene.

Ulawulo lwee-Asethi ze-Nikko luqikelela ukuba i-Nikkei 225 izonyuka malunga ne-16% phakathi kwangoku no-Agasti 2020, xa kuthelekiswa ne-5% ye-S & P 500. UJohn Vail, umphathi-qhinga wezoLawulo lweeMpahla ze-Nikko, uthi le ntsebenzo iqikelelweyo ngokudityaniswa kwamaxabiso asezantsi kunye namandla . Ixabiso leenyanga ezilishumi elinambini lokufumana umvuzo kwiveki yokuqala kaJulayi 2019 lalikufutshane ukurekhoda amanqaku, ngokwamanani eBloomberg.

Iintlawulo zesahlulo nazo zonyukile ngenxa yohlaziyo lolawulo lwendibaniselwano egxininisa ukukhathalela abanini zabelo. Umzekelo, ireyithi yentlawulo ye-TOPIX inyukele kwi-30% ukusukela nge-Meyi 9, 2019, ukusuka kwi-17% ngo-2004, ngokweedatha zeBloomberg. Oku kwenza ukuba amasheya aseJapan abe nomtsalane, ngakumbi kubatyali mali abafuna ukwenza ingeniso. U-Kathy Matsui, usekela-mongameli we-Goldman Sachs Japan, uthe ukongeza kumaxabiso anomtsalane, umvuzo unokuphinda ubuye kwakhona nge-yen eyomeleleyo ngenxa yokuqhubeka nokukhula kwe-GDP eJapan nakwihlabathi liphela. Uqikelelo lweGoldman Sachs lwe-6% yomvuzo ngamnye kwisabelo ngasinye kwimakethi yaseJapan ngo-2019 nango-2020, ngokwahlukeneyo, nokuba i-yen inezinga eliphakathi le-105 ukuya kwi- $ 1.

Inkuthazo yokukhula

Injini yoku kukhula ibe luhlaziyo lolawulo lwendibaniselwano kunye neAmenomics. Xa uShinzo Abe ethatha isikhundla sokuba yinkulumbuso yaseJapan ngoDisemba 2012, wacebisa umgaqo-nkqubo wezoqoqosho obizwa ngokuba yi-Abenomics ukunceda ukukhulisa ukukhula. I-Abenomics ixhomekeke "kwiintolo ezintathu" zokunciphisa imali, ukuvuselela imali, kunye nohlengahlengiso kulwakhiwo. Umnumzana Takeda uthe uqoqosho ngoku lukwiqondo apho uhlengahlengiso lolwakhiwo luza phambili, kuba ukunciphisa imali kunye nokukhuthaza ezemali kuncede ukukhula koqoqosho kule minyaka mithandathu idlulileyo.

Enye yeentsika eziphambili zohlengahlengiso kulwakhiwo lolawulo oluhlangeneyo eJapan. Kwi-2014, urhulumente wezemali ojonge ezemali, iArhente yeeNkonzo zezeMali (FSA), wazisa ikhowudi entsha yolawulo lweshishini. Ikhowudi yayijolise ekuchaseni umbono wokuba abatyali mali beziko babamkela kakhulu kulawulo lweenkampani.

Isikhokelo esitsha sakhutshwa ngo-2017 ukuphucula ukubhengezwa kolwazi kunye neendlela zolawulo. La manyathelo, utshilo umnumzana uVail, unike imakethi yaseJapan ithuba elincomekayo kulwaso kukhuphiswano, kuba yi-United States kuphela esondelayo xa kufikwa kwinkonzo yabanini zabelo. "Oku kukhokelele kwimali ephezulu kakhulu yokufumana inzuzo, ukuhlawulwa okuphezulu kakhulu kwabanini zabelo, kunye nobudlelwane obungcono nabanini zabelo ngokubanzi, utshilo uMnu. Vail. “Bekusoloko kukho iinkampani ezintle kakhulu, kodwa uninzi lwazo ziphathe abatyali mali ngokulinganayo njengabemi abakudidi lwesibini. Oko kutshintshe ngokupheleleyo, ke iinkampani azinyanzelekanga ukuba ziqwalasele ngakumbi abanini zabelo kunye namaziko alawula imali eJapan - abanini zabelo ngoku basebenza ngakumbi ngendlela yokuvota nokunxibelelana. Neenkampani ».

Tyala imali kwimarike yaseJapan

Abatyalomali ngaphandle kweJapan baneendlela ezininzi zokutyala imali kwimarike yaseJapan. Iirisithi zaseMelika zedeposithi (ii-ADRs) zihlala zikhethwa kubatyali mali abafuna ukongeza ezinye zeenkampani ezinkulu zaseJapan kwiiphothifoliyo zabo, kodwa abatyali mali beziko ngokubanzi bakhetha ukusebenzisana kunye okanye ukurhweba ngemali ngenxa yokwahluka abanikezelayo.

Kukho iimali ezingama-52 ezihlangeneyo kunye neengxowa-mali ezithengiswayo ezilawulwa e-United States ezijolise eJapan, ngokweedatha ezivela kwiRepinitiv's Lipper. Ukongeza, abatyali mali baseJapan bakwasebenzisa imali yokurhweba ngokutshintshiselana ukufikelela kwimakethi yabo, kubandakanya ezininzi ezilandelela isalathiso seNikkei 225. Abatyalomali baqala ukuthathela ingqalelo imakethi yaseJapan ngenxa yazo zonke izinto ezintle zohlengahlengiso lolwakhiwo, kunye uzinzo kwezopolitiko. U-Vail uqaphele ukuba i-Japan izinze ngakumbi kune-United States ne-China, ngoku ekumfazwe worhwebo, kunye ne-European Union, ethe yaxokozelwa sisiphithiphithi ukusukela ngevoti yase-Brexit ngo-2016. Ngaphandle koku, amasheya ase-Japan ahlala engaphantsi, uphikisa ngelithi, ushiya kuvuleke abatyali zimali abafuna uzinzo, umvuzo wesahlulo kwaye ukhethe amathuba okukhula. Ixabiso leenyanga ezilishumi elinambini lokufumana umvuzo kwiveki yokuqala kaJulayi 2019 lalikufutshane ukurekhoda amanqaku, ngokwamanani eBloomberg.


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