Ngalesi sikhathi izikhali ezisindayo zeFederal Reserve (Fed) ne-European Central Bank (ECB) azikwazanga ukugcina izolo ukopha kolunye uhlangothi nakwelinye i-Atlantic. Nge kwehla kusondela ku-10% no-15%, ngokulandelana. Ngesici sokunciphisa ukuthi esimweni sokuqala kube nokwehla kokungenani okungama-20% kusuka kuma-high-time alls. Okubi kakhulu ukuthi ukulingana kwezwekazi elidala okubonakale kungenamandla njengoba bekulokhu kudiliza ukwesekwa ukwesekwa ngaphandle kokuphikiswa kuze kufike umzuzu wokubanjwa. Kepha okwamanje, ukugqama kubonakala ngokungabikho kwazo kuzo zonke izimakethe zezezimali emhlabeni.
Esinye isici esifanele kulezi zinsuku ezimangazayo emakethe yamasheya ukuthi konke ukuphepha ubuncane iminyaka eminingi, eminingi. Kepha ngaphandle komzuzu sekuyisikhathi sokungena ngokuqinile ezimakethe zezimali, kuzwelonke nangaphandle kwezwe lethu. Lapho kungaziwa kahle ukuthi phansi kungaba yini kuma-stock indices. Ngemibuzo engaphenduliwe efana nale elandelayo: Izikhwama zingawa isikhathi esingakanani? noma kuthatha isikhathi esingakanani ukuthola kabusha, phakathi kokunye okuhambisana kakhulu.
Noma ngabe ikuphi, into eyodwa icacile futhi lokho ukuthi ukwethuka kunamandla kakhulu kuzo zonke izimakethe zezimali. Njengoba ngangingakaze ngenze ngaphambili, kusukela lapho iwela ngaphezu kwe-14% zazingakaze zibonwe ngaphambili emlandweni wokuhwebelana kwamasheya. Naphezu kwakho konke, akulona iqiniso elincane ukuthi kube nochungechunge lwamasheya amelane kangcono nengcindezi enonya yokuthengisa. Akusho ukuthi imisebenzi yabo ixazululwe ngophawu oluqondile, kepha ukuthi ukulahleka akukaze kube kukhulu njengakwezinye. Ngokuvamile ngokuncipha okuye kwasakazeka phakathi kuka-3% no-6%. Yize nabo bezoba yibo abazobhabha ngamandla amancane kusuka manje.
Amanani amancane asengozini: Viscofan
Ngaphakathi kwenkomba ekhethiwe yezwe lethu kube yilona ebelisebenza kahle kakhulu kulezi zinsuku. Ngisho nasezikhathini ezithile kuvaliwe emhlabathini omuhle futhi ukwazile yenza imisebenzi yakho ibe nenzuzo. Ingenye yezinkampani ezivikela kakhulu ekwazile ukuheha ingxenye yemali evela kubathengi abambalwa abakhonjiswe izimakethe zezezimali. Impela akwanele ukuzola ezimakethe zamasheya, kepha okungenani ukuhlupheka kancane esikhathini samanje sokuhlangana lapho izimakethe zamasheya zihlala kulo mzuzu oqondile. Ukuba inani eliphakeme kakhulu le-Ibex 35 kuze kube manje kulo nyaka futhi elingasebenza njengendawo ephephile ngokuphathelene nalesi sigaba sezimpahla zezimali. Kuze kube seqophelweni lokuthi abatshalizimali bayo bakwazi ukulala kangcono kulezi zinsuku ezinzima zomhlaba wezimali.
Iberdrola, inkampani kagesi ehamba phambili
Yize lehle kakhulu intengo yalo, akungabazeki ukuthi iyinkampani kagesi ehamba phambili kulezi zinsuku. Phambi kwezimbangi zayo kulo mkhakha, njenge I-Endesa noma i-Naturgy. Kepha naphezu kwakho konke, asikwazi ukukhohlwa ukuthi ezinsukwini ezimbalwa kusukile ekuhwebeni ama-euro ayi-11 ngesabelo ngasinye kuya emazingeni ama-euro ayisishiyagalombili. Kepha ngamandla ekuweni ngaphansi kwamanani asele enkomba ekhethiwe yemali engenayo yezwe lethu. Ngaphezu kwalokho, futhi njengento enhle, ithuthukise inzuzo yayo kwisahlukaniso kwazise isondele ku-10% ezinsukwini ezimbalwa. Ukuba ngesinye seziphakamiso sokuthi ngaphandle kwakho konke kunikeza ukuphepha okukhulu kubatshalizimali abancane nabaphakathi. Kepha lapho ingcindezi yokuthengisa nayo ibekwe ngokusobala kumthengi nangevolumu yenkontileka eshaya phambili kakhulu.
I-Enagás njengenani lokuphephela
Njengoba kulindelwe kulesi simo esikhetheke kakhulu, inkampani kagesi ingenye yalezo ezikwazi ukumelana kangcono nesiphepho nokwethuka kulezi zinsuku eziyinkimbinkimbi zokuhweba. Kube kuyivelakancane kakhulu ukukubona ukwehla kwansuku zonke ngaphansi kuka-5%, ngaphandle kwezinsuku ezingavamile. Bekulokhu kuyiqembu elikhethiwe lezinkampani ezinhlanu ezihamba phambili eziziphatha nsuku zonke. Ngokuguquguquka okuncane kunokunye konke ukuphepha kwale nkomba ekhethiwe. Yize phezu kwakho konke kunciphise intengo nokulinganisa kwayo emakethe yamasheya cishe ngama-20%, okusho okuningi esigabeni sezokuphepha njengalesi sigaba esivikelayo noma esilondolozayo. Okungenani kusebenze ulahlekelwe yimali encane ezikhathini zemakethe yamasheya obekusobala ngokungagunci ngenxa yezintshisekelo zabatshalizimali abancane nabaphakathi.
Indra ukumangala kwe-Ibex 35
Yize kwehle ukwehla kwazo ezimakethe zezimali, leli nani lomkhakha wezobuchwepheshe seliphakamise kancane kancane kunamanye futhi kulokhu ngokumelene nokubikezela kulokho abahlaziyi bezimakethe zezimali abakuvezile. Kunoma ikuphi, yehle ngamandla amakhulu futhi yeqe ukwesekwa kokubaluleka okukhethekile, okusenza sisole ngokuqhubeka ukwehla ngentengo yayo kusukela manje kuqhubeke. Ukuba yisiphakamiso ezimakethe zezimali ezidala ubungozi obukhulu kakhulu kunalokho okusele nokuthi kunzima kakhulu ukuba nakho kwiphothifoliyo kusukela manje ngenxa yokuntengantenga okuphezulu engakuletha ezinsukwini ezizayo ngentengo yayo. Kepha bekungekho eqenjini eliholele ekulahlekelweni ku-Ibex 35, njengoba bekubonakala kulindeleke ngaphambi kokuwa kwezimakethe zamasheya emhlabeni jikelele.
Usuku endaweni enhle
Kepha noma kunjalo, kube nokuvikeleka okuthokozisayo ezinsukwini ezinzima futhi okunye kwalokhu okumbalwa kube iketanga lokusatshalaliswa elizuze kumadijithi aphindwe kabili futhi kwamangaza abatshalizimali abaningi abancane nabaphakathi. Ngokukhombisa ingcindezi engajwayelekile yokuqhathanisa kulezi zinsuku okuholele ekutheni kube yisiphephelo sengxenye enkulu yabatshalizimali abathathe izikhundla ezimakethe zezimali. Ngalo mqondo, kungakhohlwa ukuthi leli nani lixhumene kakhulu nokudla futhi selibonile ukuthi bangaki abathengi abakhethe ukwenza ukuthenga kwabo ezitolo okusakazeke kulo lonke izwe. Konke lokhu, ngamanani aphansi kakhulu kwikhotheshini yayo njengomphumela wenqubo yenkampani lapho umsabalalisi ecwiliswa khona. Kepha kulezi zinsuku kube nenzuzo ekusebenzeni kwabatshalizimali abancane nabaphakathi. Ngokwanda kusondele kakhulu kuma-20%, into engakaze ibonwe emakethe kazwelonke eqhubekayo phakathi nalokhu kuphahlazeka kwemakethe yamasheya okufike kubo bonke abatshalizimali.
IRed Eléctrica ilinganisela ukulahleka
Kancane kancane, kube ngenye yezindinganiso eziphikisane kangcono nokushona phansi kwezimakethe zezimali. Ngalesi sikhathi esibucayi, inani laso elingu-16% lasala emakethe yamasheya, okuncane kakhulu kunabanye ozakwethu emkhakheni wezinkomba zezimali ezweni lakithi. Yize kube nokusebenza okukhohlakele ukwedlula okunye ukuphepha okunezici ezifanayo ezifana ne-Enagás, yize kuzo zombili lezi zimo kuhlanganiswe ne- amanani amahlanu aphezulu kakhulu we-Ibex 35 kula masonto anzima kubasebenzisi bezimakethe zamasheya. Akumangalisi ukuthi kungenye yezindlela zokubheja zesitoko ezingashintshi kangako selokhu kwathi nhlo lapho singavikeleka kakhulu khona kule nhlangano ebheke phansi enonya.
Ama-Ercros anokuziphatha okungcono
Vele, asikwazi ukukhohlwa ngaleli xabiso lemakethe yamasheya emakethe yethu yamasheya ngoba lisebenza njengesiphephelo kula masonto. Iqembu lezimboni elinesiko elidala leminyaka lihlukaniswe laba yizindawo ezine zomsebenzi: i-Basic Chemistry ne-Plastics, akha iqembu lebhizinisi laleli qembu lebhizinisi. Ngomsebenzi othengisa kancane uma uqhathaniswa namanye amasheya ngaphakathi komkhakha wawo. Kukuphi okunye kokumangala okumnandi kakhulu lapho lezi zimali zezezimali zisinikeze zona. Akumangalisi ukuthi emhlanganweni ojwayelekile wabaninimasheya e-Ercros, obubanjelwe eBarcelona, ugunyaze zonke izinqumo eziphakanyisiwe eziqukethwe ku-ajenda, phakathi kwazo lapho izinyathelo zomholo wabaninimasheya zivelele, inani eliphelele elilingana kuya ezigidini ezingama-18 zama-euro, okulingana Ama-40% wenzuzo ka-2019, okuyiphesenti eliphakeme kakhulu elibonwa yinqubomgomo yemiholo yamasheya kulowo nyaka. Kepha ngaphandle kokukhohlwa ukuthi nalo lehle kakhulu kusukela ekupheleni kukaFebhuwari.
Lokhu ngamafuphi, amanye amanani angazange ajeziswe kakhulu izimakethe zezezimali. Okungasho ukuthi bakwazile, ngaphandle kokungajwayelekile. Lapho abatshalizimali abangazilahlanga izikhundla zabo bengenakho okunye abangakwenza ngaphandle kokubekezelela imvula. Okungenani izinyanga ezimbalwa.