Ukhetho lwakamuva olwenziwe eCatalonia luzodala imiphumela ezimakethe zezimali. Njengomphumela wokuphindwa kweningi eliphelele ngamasosha avikela ukuzimela kule ndawo yendawo. Lokhu kwaqoqwa izimakethe zamasheya zaleli zwekazi elidala ngokuhluka okuphawulekayo kwe isikhwama saseSpain nalabo abasele. Ngale ndlela, ngoLwesihlanu olwedlule ngenkathi inkomba yokukhetha kazwelonke, i-Ibex 35, Kusele u-1,20%, i-Eurostoxx ikwenze kuphela ngo-0,49%. Ngemiphumela emibi kakhulu kwizimali zaseSpain ezijezisa imiphumela yalolu khetho.
Vele, imiphumela yezimakethe zezezimali lapha ingaba mibi kakhulu kusuka manje. Okuthile okufanele ukubheke ukuze uthuthukise noma yiluphi uhlobo lwamasu. Kokubili ukuthenga futhi uma ufuna ukwenza ukuthengisa okuthile kuphothifoliyo yakho yokutshala imali ngalesi sikhathi. Hhayi ngeze, ICatalonia izosinda kakhulu ekuguqukeni kwama-indices emakethe yamasheya eSpain. Ngeminye imikhakha ethinteke kakhulu kuneminye futhi lokho kungakunika isignali eyinqaba yokuthi kufanele uqondise kuphi ukunyakaza kwakho. Okungenani phakathi namasonto okuqala onyakeni osezokwakhiwa.
Ngakolunye uhlangothi, awukwazi ukukhohlwa ukuthi imakethe yamasheya yaseSpain ikhombisa njengomphumela walesi sehlakalo sepolitiki simo esishubile ephakeme kunezinye izindawo zomhlaba wonke. Ngomehluko omkhulu phakathi kwezintengo zayo eziphezulu nezincane. Njengento enhle, ikunikeza amathuba amaningi ukuze ukwazi ukungena nokuphuma ezimakethe zezezimali kalula. Lokho wukuthi, ukuhweba ukwenza ukonga kube nenzuzo ngendlela esheshayo futhi ngaphandle kokuchitha isikhathi esiningi ukuphothula imisebenzi. Ngenye yezinzuzo ezinhle ezinikezwe yilesi simo esiholele okhethweni olwenziwe eSpain.
ICatalonia: amanye ama-indices angcono
Indlela enhle yokuhamba kule nkinga ukuya kwezinye izindawo zomhlaba jikelele. Ngale ndlela, izinkomba zokulingana emazweni aseYurophu zingaba yisixazululo sezidingo zakho zokutshala imali kusukela manje kuqhubeke. Kepha ingakhiqiza umehluko phakathi kwengxenye yephesenti nengxenye maqondana nezinkomba zezitoko zikazwelonke. Okungenani ungasebenzisa leli su elikhetheke kakhulu engxenyeni yokuqala yonyaka omusha osezoqala. Ngoba kusobala ukuthi ngeke bathinteke kakhulu inqubo yempilo yezepolitiki eCatalonia. Noma okungenani ngaphansi kwesigameko esingenamandla kangako esizonikeza ithuba lokuthi imisebenzi yakho yenziwe ngcono ngaphansi kwemingcele eyanelisa kakhulu izintshisekelo zakho njengomtshalizimali omncane naphakathi.
Ukusuka esimweni esejwayelekile, kusukela manje ungacabanga ukufaka inkomba yase-Europe ukuvumela izifiso zakho zokuthuthukisa ibhalansi ye-akhawunti yakho yamanje. Emikhakheni ene- yasebhange esilela emuva maqondana nezinye izingxenye zebhizinisi. Leli isu lokutshala imali ongalithuthukisa ngezinsuku zokuqala zonyaka omusha. Kuze kube yilapho i-Ibex 35 ilungisa amanani ayo. Noma okungenani uze ubone ukuthi ukwakheka kwephalamende elisha kuzothinta kanjani iCatalonia. Ngoba ukusabela kokuqala kube kubi impela. Ukufika ezingeni lokuthi ingabeka isimo emakethe yamasheya yaseSpain kuze kube sekupheleni konyaka.
Izindiza zezinkampani ezivela eCatalonia
Sezivele zingaphezu kwe- Izinkampani ezingama-3.000 abathathe isinqumo sokushiya iCatalonia bayophatha imigqa yebhizinisi labo. Phakathi kokunye okuhambisana kakhulu nenkomba yokukhetha kazwelonke. NjengeCaixabank, iGesi Yemvelo, iBanco Sabadell noma i-Abertis. Lokhu kubenza babe sengozini kakhulu kunabanye ngokuguqulwa kwamanani abo. Ngokuguquguquka okukhulu kuzo. Ngalo mqondo, ngeke ube nokunye ongakwenza ngaphandle kokuhlakanipha kakhulu lapho uvula izikhundla kusukela manje kuqhubeke. Akumangalisi ukuthi ungazinikeza isimanga esingajwayelekile ezinyangeni ezizayo. Futhi-ke, into enengqondo kunazo zonke ukuthi awufaki imali yakho engozini. Phakathi kwezinye izizathu ngoba ngeke kukufanele ngoba njengamanje unezinye izindlela ongazitshala.
Konke kubonakala kukhombisa ukuthi isikhathi sokungazinzi eCatalonia ingahlala isikhathi eside. Isimo esisha lapho kufanele kubanjwe khona ukhetho olusha ukucacisa imephu entsha yezepolitiki yale ngxenye ebalulekile yaseSpain ayinqatshelwe. Kuze kube seqophelweni lokuthi kungaba nomthelela omubi kumasheya aseSpain. Ngokusebenza okubi kakhulu kunezinye izindawo zomhlaba. Vele, bazokuvimbela ekufinyeleleni ezinhlosweni ozibekele le cheesy entsha ezoqala ezinsukwini ezimbalwa.
I-IPO enkulu kunazo zonke yonyaka iyavalwa
Omunye wemiphumela eba nayo ezimakethe ukuthi eminye imisebenzi yebhizinisi iyabambezeleka. Enye yezinto ezibaluleke kakhulu yileso esihlobene ne-IPO nge I-Metrovacesa. Ngoba empeleni, ukungaqiniseki okuvula iCatalonia ngemuva kokhetho ngoLwesine kubeka i-IPO enkulu kunazo zonke yowezi-2018, ebhekene nokwehliswa kwamanani futhi ngisho newindi lamathuba liyavalwa. Kwakungelona ize, kwakuyikhalenda elalimakwe ezinyangeni ezedlule, kepha lihlale likhona ukuze lazi imiphumela ye-21-D yakamuva. Futhi ngalo mqondo, impendulo ibingagculisi ngezintshisekelo zabo.
Ngenxa yalezi zindaba, uma ngabe ufuna ukuqala ukunyakaza kule nkampani, ngeke ube nenye indlela ngaphandle kokulinda ukwanelisa lesi sidingo kutshalo-mali. Ngoba awukwazi ukukhohlwa ukuthi isisindo esimele iCatalonia kwingqikithi yomhlaba kaMetrovacesa singu-18%, okungukuthi, kakhulu ngaphansi kwesisindo sangempela umnotho walo mphakathi unalo lonke elaseSpain, kanti uhhafu walezi zindawo ungowamahhovisi nowezentengiselwano. Futhi akunqatshelwe ukuthi kungathinta izinqubo zezinye izinkampani ezisesimweni esifanayo nenkampani yezezindlu.
Wonke amabhange abomvu
Vele, eminye yemiphumela yosuku lokhetho lwango-21 D ukuthi inani lamabhange lehle kakhulu kakhulu. Cishe ngaphandle kokukhetha futhi kungaba yinhlangano yamasheya kazwelonke engahlala mhlawumbe isikhathi eside kakhulu. Kuze kube seqophelweni lokuthi usuvele uzobe unamathuba okuthenga amasheya abo ngaphansi kwamanani wokuncintisana kunamanje. Enye imininingwane okufanele uyihlaziye ukuthi lokhu kuwa kwenzeka yize zombili lezi zinhlangano zihambise amahhovisi azo abhalisiwe ngaphandle kweCatalonia ngemuva kwenhlolovo engekho emthethweni ngo-Okthoba 1, uSabadell waya e-Alicante naseCaixaBank waya eValencia, njengezinye zezibonelo zalawa izinguquko endlunkulu yayo.
Kodwa-ke, ayohlala ekhona amathuba okuthi nawe futhi yenza iminikelo yakho yezezimali ibe nenzuzo kusuka manje. Yize ezimweni eziningi zizoqhamuka kwiziphakamiso zemakethe yesibili. Ngezinkampani ezincane kakhulu zokwenza imali ezingathuthukisa ukunyakaza okuphezulu okuphezulu okuthandwa yilo iqiniso lezepolitiki eCatalonia. Noma nangokuphepha okubalwe kuma-indices amele kakhulu ama-equities ezwekazi elidala. Ungasizakala ngalesi sehlakalo ngokusebenzisa imisebenzi emincane kanye ethile yenani eliphansi kakhulu. Ikakhulukazi njengoba lokhu kungukusebenza okunobungozi obuphakeme ngoba akuyona iminyakazo ethembeke kakhulu futhi kungaholela ezimeni eziyingozi ngandlela thile noma kwenye. Kuyinto elula ukuthi ungayikhohlwa ukuze ingakuholeli esimweni esingathandeki neze sezintshisekelo zakho njengomtshalizimali omncane naphakathi.
Khuphuka ku-premium yengozi
Elinye iphuzu lapho lokhu kungaqiniseki kubonakalisiwe ezimakethe zezimali kusezingeni eliphakeme lobungozi. Ngoba ukungezwani kuzwakale nasenzuzweni yesibopho seminyaka eyi-10, esikhuphukela ku-1,50%, nge-premium yengozi iphindaphindekile Amaphuzu angama-110. Abanye abahlaziyi bezimakethe zezezimali abakukhiphi ukuthi kulezi zikhathi ezizayo kungahle kukhuphuke kufinyelele ezingeni lamaphoyinti angama-125 noma angama-130. Okuthile okungaba kubi kakhulu, hhayi kuphela kwezomnotho eCatalonia, kepha nakulo lonke elaseSpain. Futhi lokho kungaba nomthelela omubi ekukhuleni komnotho waseSpain. Ngokuncishiswa kweshumi ezimbalwa kokulindelwe okwenziwe kuze kube manje.
Ngakolunye uhlangothi, futhi njengoba kungalindelwa ngemuva kwalolu khetho, ukuphendula akubanga kude ukufika, kude nakho. Ngalo mqondo, Moody's isivele ixwayisile ukuthi ukuphikelela kokungaqiniseki kungaba kubi ekukhuleni komnotho. Ezokuvakasha kanye nokutshalwa kwemali kungaba imikhakha emibili ethwele kanzima. Ngakho-ke, zizoba ezinye zezingxenye zemakethe yamasheya lapho kufanele uyeke ukuthatha izikhundla ukugwema izinkinga.
Okungenani esikhathini esifushane. Ngoba kuningi ongakulahlekelwa kunenzuzo. Kuyinto okufanele ube nayo njengamanje nango-2018. Okunye ukuhlaziya kubi kakhulu futhi kubikezela ukukhula komnotho waseSpain ngaphansi kuka-2%. Ngoba ukucatshangelwa okuningi kucatshangelwe kunalokho obekulindelwe ekuqaleni.
Ngiyacela, musani ukusibulala ngemuva kokuthi abezimele bewine ukhetho. Umhlaba awuzukuwa. Lawa ma-Independentistas abuse iCatalonia iminyaka engaphezu kwengu-30. Izinkampani eziphumile zinezisekelo ezinhle kakhulu, ukuvumelana okuningi futhi zimi kahle kakhulu. Ekuqaleni bangehla kancane kufakiwe ngenxa yokuhlaselwa kwamabhere, kepha kungamanga, lezi zinkampani zihlala zodwa futhi okufunayo ukwehlisa amanani ukuze uthenge eshibhile.
Kuthule kanjalo.