Cishe impela sekube nabatshalizimali abaningi ababecabanga ukuthi lo Okthoba omnyama ungaphela kubi kakhulu ezimakethe zezezimali. Njengomphumela wemiphumela eyenzekile eBrazil futhi lokho kunqume ukuthi lowo ozobhapathizwa ngokuphelele UJair Bolsonaro ube ngumengameli omusha waleli lizwe elisafufusa kusukela ngeSonto eledlule. Lolu khetho lwaludala ukungabaza okuthile ngamathuba abatshalizimali abancane nabaphakathi. Ikakhulukazi eSpain ngenxa yokuxhuma okukhulu kwengxenye enhle yezinkampani ezibalwe ezimakethe zokulingana zaleli zwe laseNingizimu Melika.
Yebo, ngokungafani nokubikezela, ukhetho lwaseBrazil lunikeze umfutho ongalindelekile ezimakethe zamasheya zomhlaba wonke. Lapho izinkomba eziyinhloko zamasheya sezitholile ngokukhuphuka okulingene ukunqoba komholi ophiko lwesokudla. Amaphesenti abephakeme eBvespa yaseBrazil akhiqize i- ukubonga kusondele ku-3% lolu khetho lwamukelwa kahle kakhulu ngamavoti ezakhamizi. Ingcindezi umthengi Umphumela wokuqala kube yilo mcimbi, obe nengxenye enkulu yabatshalizimali abancane nabaphakathi nendawo ngokungabaza.
El I-Bovespa Kuyinkomba eyinhloko yamasheya eBrazil futhi yakha elinye lamaphoyinti okusetshenziswa abasebenzisi beLatino. Ngalo mqondo, phakathi nalolu Lwesibili lilungise izikhundla ngemuva kokuthuthukisa umhlangano we-bullish ovelele ngokuma kwawo okukhethekile. IBovespa ilahlekelwe cishe u-3% ukusondela kakhulu emazingeni enawo emaphoyiseni angama-84.000 emisebenzini eyedlule eholele ekukhuphukeni ezikhundleni zaba ngamaphoyinti angama-88.000, okuyizinga elingabonwa eminyakeni yamuva futhi elinomthamo omkhulu kakhulu wokuhweba futhi kunoma yikuphi, ngenhla isilinganiso esivele phakathi nenyanga ka-Okthoba.
Ukhetho eBrazil: Ukukhuphuka Kwemakethe Yesitoko
Vele, izibikezelo zabanye abahlaziyi bezezimali zokuthi ukunqoba kukamongameli ngummeleli welungelo eleqile eBrazil kungaveza ukwehla okukhulu emakethe yezimali akuzange kugcwaliseke. Lokhu akwenzekanga, kepha kunalokho kuphambene futhi kuze kube manje ukuthi imakethe yamasheya yaseBrazil ibe ngenye kunenzuzo enkulu ngalenyanga kaMfumfu esezophela. Ngaphezulu kwamazinga ezimakethe zamasheya ezwekazini elidala okukhombise ukulahleka okuphawuleka kakhulu.
Ngalesi sici kuyadingeka ukugcizelela ukuthi izimali zakuleli zifeze enye yezindlela zabatshalizimali futhi lokho ukuthengisa ngezindaba ngemuva kokuthenga ngokulindelwe yimiphumela yangeSonto. Konke lokhu nokulinda ukuthi uhulumeni omusha uzoba kanjani kule ndawo ebalulekile yomhlaba. Kunesimo, ngakolunye uhlangothi, nokwehla okubukhali okwenzekile ku- Wall Street futhi lokho kulungise ukuvela kwezimali zaseBrazil.
Ukubaluleka kwemakethe yamasheya yaseRio de Janeiro
I-São Paulo Stock Exchange noma i-Bovespa iyindawo yesikhombisa yesitoko enkulu kunazo zonke futhi ebaluleke kunazo zonke emhlabeni, futhi ingeyokuqala ukuphatha lesi sikhundla eMelika. Ukubaluleka kwayo kuchazwa iqiniso lokuthi inkomba ikhombisa ukusebenza kwezibambiso eziyinhloko ezithengiswa ku- I-Sao Paolo Stock Exchange. Le nkomba ibonakala ngokungatholi ukuguqulwa kwendlela yokusebenza kusukela yethulwa ngo-1968.
Kube nomkhuba ocacile owehlayo wezinyanga eziningi ngenxa yokwehluka okukhulu emnothweni waseBrazil. Kufinyelela ezingeni lokuthi inenye yehliswe kakhulu eminyakeni yamuva. Uma utshale imali kule makethe yamazwe omhlaba, uzofika esiphethweni sokuthi ulahlekelwe yimali eningi kunalokho obekulindelekile selokhu kuqale ukusebenza kule makethe efanelekile. Lapho izindaba zenkohlakalo, ukungaqiniseki kwezepolitiki kanye ukwehla kwamandla emali wangakini, okwangempela eBrazil, kube ezinye zezinhlangano zazo ezivamile ezijwayelekile phakathi nalesi sikhathi.
Imiphumela ezinkampanini zaseSpain
Omunye wabazuzi abakhulu balokhu kunqoba kokhetho kosopolitiki uJair Bolsonaro kube ezinye zezinkampani ezibalwe ohlwini lwezinkampani zaseSpain, i-Ibex 35. ISantander, i-BBVA, i-Iberdrola noma iTelefonica ekhanda lokwazisa kwalezi zinsuku ngaphambi kokhetho lapho izimakethe zezezimali zehlise khona ukunqoba okusobala kommeleli olandelanayo. Isizathu singenxa yohlelo lwezomnotho afuna ukulusebenzisa eBrazil ukukhulisa umnotho futhi lokho kusekelwe kuhlelo lokuzimela lapho abatshalizimali beluthanda kakhulu.
Ngaphakathi kwalesi simo jikelele, akumangazi ukuthi amanye amasheya kazwelonke abelokhu ezuze kakhulu kulokhu kucindezela kokuthenga ezimakethe zezimali. Ngalo mqondo, kufanele kuqashelwe ukuthi kusukela ekuvuleni kuze kube semva kweseshini, izinkampani zaseSpain ezinentshisekelo enkulu eBrazil zibe nokuhle kakhulu izinga ekuhloleni zamanani abo. Kuze kube sezingeni lokuthi kuveze inzuzo ebonakalayo emakethe yamasheya ngemuva kokuzwa ngokunqoba kukaBolsonaro ezweni lase-Ibero-American. Ngaphezu kwemiphumela izinkampani ezingenakho kuleli zwe laseMelika ezinikele ngayo.
Ibex 35 inyuka ngaphambi kwemiphumela
Umphumela owenziwe yilomcimbi wezepolitiki awukapheli isikhathi eside ukufika ezimakethe zezimali zikazwelonke. Ngoba empeleni, iTelefónica ithole ukwanda cishe kwama-2%, nangaphezulu kwesilinganiso sikazwelonke. Ngokuphambene nalokho, amanye amanani enkomba ekhethiwe yemakethe yamasheya aseSpain, njengendaba kaBanco Santander, abangele ukukhuphuka kwawo ngaleso sikhathi esithintekayo kumazinga alinganiselwa ku-3%, njengoba kwenza nezinye izinkampani ezifakwe kuhlu ezifana IMapfre noMini futhi ngezinga elincane i-Iberdrola. Kulokho okubhekwe njengosuku oluhle lokulingana kwamazwe ngemuva kwenyanga enyantisayo ngo-Okthoba.
Ngakolunye uhlangothi, kunabahlaziyi abaningi bezemali abakholelwa ukuthi ukungena kukaBolsonaro emandleni kuhweba kakhulu emakethe yamasheya njengoba kuwusuku olungenazo izinkomba ezinkulu zezomnotho. Lokhu kusizile ezinye izimakethe zamasheya emhlabeni ukuthi zijoyine lokhu okuhlukile ukuthenga yamanje ngabatshalizimali abancane nabaphakathi. Akumangalisi ukuthi imakethe yamasheya yaseBrazil ingaba enye yezimanga ezinhle kakhulu kusukela manje kuqhubeke. Akumangazi-ke ukuthi kufanele kukhunjulwe ukuthi ubengomunye wabajeziswe kakhulu eminyakeni edlule.
Amasu okutshala imali
Kunoma ikuphi, uma inhloso yakho kungukuya kulo makethe wamazwe omhlaba wezezimali, kubalulekile ukuthi wazi ukuthi kufanele ukwenze ngokuqapha okukhulu ngoba kungenye yezinto ezinhle kakhulu kushintshashintsha lomhlaba. Lapho umehluko phakathi kwamanani asezingeni eliphakeme naphansi kuseshini efanayo yemakethe yamasheya ubanzi kakhulu futhi impela ungaphezu kwezigcawu zezwekazi elidala. Lokho wukuthi, usesimweni sokuhola imali eningi ekusebenzeni, kepha ngenxa yesizathu esifanayo ukuyishiya emgwaqeni ngesikhathi esifushane kakhulu.
Kumele futhi kuqashelwe ukuthi ungavula izikhundla emakethe yaseBrazil ngeminye imikhiqizo yezezimali engahlangene ngqo nokuthengiswa nokuthengwa kwamasheya emakethe yamasheya. Esinye salezi ziphakamiso zokutshalwa kwemali senziwe yi- izimali zokutshala izimali. Zizoba lezo zemali engenayo eguqukayo futhi iphothifoliyo kabani oyitshalile isuselwe kule mpahla yezezimali. Vele, ngeke ube nenkinga yokwanelisa lesi sifiso esikhethekile ngoba izinkampani zabaphathi zimboza le ndawo ngezimali ezahlukahlukene zokutshala imali.
Eminye imikhiqizo yezezimali
Izimali akuzona ukuphela kwemikhiqizo ongavula kuyo izikhundla eBrazil. Futhi bona ETFs Ngokuya ngale ndawo, bayayifeza le nhloso, noma beqala ngamasu ahluke kakhulu. Akumangalisi ukuthi izimali ezihwebelana ngokushintshana ziyingxube phakathi kokuthenga nokuthengisa amasheya emakethe yamasheya nezimali zendabuko zokutshala imali. Ngenzuzo yokuthi bethula amakhomishini ancintisana kakhulu kunamanye. Yize zenzelwe imigomo emifushane yokuhlala. Yize kunoma yikuphi kungenye yezindlela ongakhetha kuzo okufanele uzitshale kuleli.
Ama-derivatives noma ama-warrats nawo ayavuma lokhu, yize kusuka kuzikhundla ezinolaka kakhulu kumamodeli adalulwe phambilini kule ndatshana. Lapho ongakhiqiza khona inzuzo enkulu uma wazi ukuthi ungasebenza kanjani nayo, kepha futhi shiya ama-euro amaningi endleleni uma okulindelwe okwenziwe ekugcineni kufezekile. Izingozi zabo ziphakeme kakhulu futhi zidinga ulwazi olukhulu ngezimakethe zezimali. Lesi ngesinye sezizathu ezifanele kakhulu zokuthi kungani ungafanele ukuyekethisa kubo uma ungafuni ukuba nezinkinga kusukela manje kuqhubeke. Kunoma ikuphi, ngeke ulahlekelwe ngamathuba okubakhona ezimakethe zezezimali zelinye lamazwe asafufusa anamandla kakhulu emhlabeni. Ngaphandle kokunye ukucatshangelwa kobuchwepheshe futhi mhlawumbe nokuyisisekelo.