Izabelo zamasheya aseSpain ziphakeme kakhulu emafulethini okuhweba aphesheya futhi yizo ezinikeza imbuyiselo ephezulu kakhulu unyaka wonke ngenxa yokubekwa kwabanye babamele bazo. Okwamanje banikela ngentshisekelo cishe u-4,5%, futhi babuzwa yiBritish Stock Exchange kuphela engenye yezimbuyiselo ezinhle kakhulu ezinikeza abatshalizimali. Ngalo mqondo, kufanele kuphawulwe ukuthi isilinganiso somlando sale nkomba yezinkampani ezibalulwe eSpain eminyakeni yamuva singaphezudlwana kuka-4% nokuthi siyibeka endaweni yokuqala uma iqhathaniswa nezinye izimakethe zezimali emhlabeni, ngokusho kwedatha yakamuva enikeziwe ngamaStock Exchange nezimakethe zaseSpain (BME).
Kepha into ethakazelisa kakhulu ukuthi nge ukwehla ngesihluku okwenzeke emhlabeni wonke, futhi naku-Ibex 35, isivuno sesabelo semali sithuthuke kakhulu kuwo wonke amanani. Ngokulingana nokwehla kwamanani entengo eye yaba nayo ngalezo zinsuku. Ngamanye amagama, njengoba ukuwa kube namandla amakhulu, umholo walo mqondo ukhule ngokulingana. Ngokuthuthuka kwamanye amacala azungeze iphuzu lephesenti futhi lokho kusebenza ukuze njalo ngonyaka kukhokhiswe imali ethe xaxa ngalo mholo kubaninimasheya.
Ngakolunye uhlangothi, lo mphumela ungatholakala kuphela ezimweni lapho abatshalizimali bethenga amasheya ezimakethe zezezimali. Ungalokothi wenze lokho okuvele unezikhundla ezivulekile kulawa manani akhethekile. Ngalokho, kuzoba yi abatshalizimali abasha labo abazohlomula kulesi simo esisha esethulwe yimali yezimali okwamanje. Noma, ukwehluleka lokho, ngecebo eliqukethe ukuthengisa amasheya kwiphothifoliyo nokuya kwezinye izibambiso ezithuthukise lesi silinganiso ezinsukwini noma emasontweni edlule. Yize kucatshangelwa ukuqoqwa kwamakhomishini ahambisanayo wemisebenzi yokuthenga nokuthengisa kulezi zinyathelo ezimbili.
Izinzuzo ezinenzuzo enkulu ku-Ibex 35
Ngemuva kokuwa okuphawulekayo kwalezi zinsuku, inombolo enhle yezinkampani ezifakwe kuhlu ezikhethiwe zaseSpain zinomkhiqizo wokwahlukanisa ongaphezu kuka-6%. Okuyinjabulo encane kubatshalizimali abalinde ithuba lebhizinisi. Ikakhulukazi uma umuntu ecabangela ukuthi i-Ibex 35 iqoqa ukwehla okungaphezulu kuka-5% ngemuva kwezindaba ezimayelana ne- ukunwetshwa kwegciwane le-corona ekugcineni, engxenyeni enhle yejografi yamazwe omhlaba. Ngale ndlela, bazoba sesimweni sokuthuthukisa imiphumela yabo ekupheleni konyaka. Ngokukhokha okwenziwa ngokusemthethweni semester ngayinye, ikota noma unyaka wonke.
Ngalolu shintsho kuvuna izinzuzo ze-Ibex 35, ukonga kungenziwa kube nenzuzo ngale ndlela edingwa kakhulu ngabatshalizimali abanephrofayili elondolozayo noma evikelayo. Akumangalisi ukuthi omunye weminikelo emikhulu abayinikezayo, ikakhulukazi leyo ebhekiswe enkombeni yezabelo, ukuthi kusukela manje umtshali-zimali uzoba nenkomba lapho zonke izibambiso ezibalwe enkombeni kazwelonke zihlelwe khona. Akufani kuze kube yiminyaka embalwa edlule lapho lawa manani ayehlanganiswa kuphela kuma-indices ajwayelekile ngakho-ke kwakungekho inkomba yokukhetha amanani asabalalisa izinzuzo phakathi kwabaninimasheya.
Ukuthuthuka kwenzuzo yakho
Njengesibonelo, ngenani elifana ne- Imephufre enikeza isabelo semali eyi-0,16 euros ngesabelo ngasinye minyaka yonke ibone inzuzo yayo ithuthuka kakhulu kulezi zinsuku ngenxa yokwehla kwamasheya ayo. Ukuhamba ngesikhala esifushane kakhulu kusuka ku-6,1% kuye ku-6,8%. Lolu shintsho kumholo lubangelwa ukuthi ukulinganiswa kwawo emakethe yamasheya akusafani nakuqala njengoba sekusukile ekuhwebeni ama-euro angama-2,48 kuya kuma-euro angaphezu kwamabili. Leli qiniso linokulinganiswa kwezinzuzo futhi lapho kungatshalwa khona abatshalizimali abancane nabaphakathi kuphela ukusukela manje. Inqobo nje uma kungekho okubuyayo noma kumane nje kutholakale umhlaba olahlekile ngemuva koMsombuluko omnyama ezimakethe zokulingana zikazwelonke nezamazwe omhlaba.
Ngenkathi ngakolunye uhlangothi, kungakhohlwa ukuthi kube nezindinganiso ezilahlekile ezinsukwini ezimbalwa cishe i-20% yesilinganiso sakho esikhwameni. Isibonelo, abamele imikhakha yezindiza, amahhotela nezokuvakasha ngokujwayelekile. Lapho kube khona ukulungiswa okunodlame kakhulu okubambe ushintsho ngonyawo lwengxenye enhle yabasebenzisi bemakethe yamasheya. Kepha hhayi konke kuzoba kubi ngezintshisekelo zabo ngoba kusukela manje bazoba nentshisekelo eyinzuzo ekhangayo kunalezo ezinsukwini ezimbalwa ezedlule. Ikakhulukazi ezokuphepha ezifana ne-IAG, Amadeus, Sol Melia noma i-Arcelor Mittal.
Ukuvela kwamathuba ebhizinisi
Izindaba ezimnandi mayelana nalawa maconsi ukuthi kusuka kulo mzuzu kuqhubeke uzokwazi thenga amasheya ezinkampani kucashunwe ngentengo yokuncintisana kakhulu kunakuqala. Ngemiphumela ehlukahlukene ekusebenzeni ozoyenza ezinsukwini ezizayo. Okokuqala, futhi njengoba sike saxoxa phambilini, uzoba nesivuno esikhulu senzuzo. Ngamaphesenti angahluka kusuka kokumbalwa kweshumi kwephesenti kuye ngaphezulu nje kwe-1%. Ngenkathi ngakolunye uhlangothi, amanani entengo azolungiswa kakhulu ukuze ukwazi ukwenza inzuzo ezinyangeni ezizayo noma eminyakeni.
Futhi awukwazi ukukhohlwa ukuthi ngokwenza lokhu kuthenga kube ngamanani aphansi kangaka, ubungozi ekutshalweni kwemali buzokwehla kakhulu kunamasonto ambalwa edlule. Umphumela onengqondo walezi zenzo ngukuthi uzoba nokuningi kakhulu ongakuzuza kunokulahlekelwa futhi lokhu ngokwakho kuyinzuzo enkulu. Akumangalisi ukuthi esinye sezifiso zabatshalizimali abancane nabaphakathi bekungukuthi ukulungiswa okungabalulekile kungathuthukiswa ezimakethe zezezimali ukuze bangene ezimakethe zezimali. Ngoba amanani abephezulu kakhulu ngakho-ke ukugula kokuphakama kubenze bangakwazi ukungena ezikhundleni zabo. Yebo, lesi sizathu asisekho, yize kunengozi yokuthi lokhu kuncipha kungagxila kuze kutholakale isixazululo esisebenzayo se-coronavirus.
Ibex 35 engezansi kwamaphoyinti ayi-9.000
Kunoma ikuphi, sesivele sinayo i-Ibex 35 ngaphansi kuka-9.000 XNUMX amaphuzu nangemva kokuwina amaphuzu ayinkulungwane ngesonto. Lesi yisimo esingakaze sisibone iminyaka eminingi kakhulu. Okusemqoka manje ukwazi ukuthi kuzokwehla kuphi lokhu kwehla komhlaba wonke ezimakethe zamasheya zomhlaba wonke. Hhayi ngeze lokho kuzoba iphuzu ukungena ezikhundleni zezokuphepha ezethula isici sobuchwepheshe esingcono ngaleso sikhathi. Akumangalisi-ke ukuthi konke lokhu ekugcineni ukuthenga ukuphepha ngezinguquko ezinhle kakhulu ukuze amandla abo okuhlaziya abe namandla kakhulu.
Ngokwalokhu kubukwa ezimakethe zezezimali kungaba yithuba langempela lebhizinisi. Ikakhulukazi uma le nkinga yezempilo ingaxazululwa esikhathini esilinganiselwe noma esincane. Ngakho-ke, kuzobaluleke kakhulu ukubona ukuthi ukuphendulwa kwamasheya omhlaba kuzoba njani ngesonto elizayo, lapho kungenzeka khona noma yini. Ikakhulukazi ngemuva kokuphula izisekelo ezibaluleke kakhulu, kokubili kuma-stock indices nasengxenyeni ebaluleke kakhulu yezinkampani ezibalwe nemikhakha yazo.
Izabelo ze-Ibex 35
Le yinkomba yezimali zezwe lethu lapho kuqoqwa khona amanani asabalalisa izinzuzo kubaninimasheya. Ngenzuzo iphakeme kancane kune-matrix yayo nokuthi imelwe yizinkampani ezibalulwe ngokuqinile futhi ezibaluleke kakhulu ezimakethe zethu zezezimali. Ngokwethulwa kwenkomba entsha yamasheya ezinkampanini ezihambisa izinzuzo kubaninimasheya, abatshalizimali bazoba nesiteshi esisha sokulandela njalo ukuvela kwalezi zimasheya ezihlanganisiwe, izimbuyiselo abazinikezayo nezinye izinkokhelo abazinikeza abaninimasheya. Isebenza njengesithenjwa sabatshalizimali abancane nabaphakathi abakhetha lolu hlobo lotshalo-mali, ngaphandle kokunye ukuphepha emakethe yamasheya.
Ngaphezu kwalokho, izinzuzo ze-Ibex 35 sezibe yisisekelo sezimali ezithile zotshalo-mali, kuzwelonke nangaphandle kwemingcele yethu, ezikhetha leli qhinga lapho zilungiselela iphothifoliyo yazo yokutshala imali. Njengoba kunjalo ngamanye ama-indices wokukhetha amanani ezwenikazi lakudala, ngokwesibonelo ku-French CAC 40. Ukuba ngenye yama-indices asetshenziswe eminyakeni embalwa edlule ukuze isebenze njengesethenjwa sokusebenza kwabatshalizimali abancane nabaphakathi. Noma kunjalo, akuyona imithombo yesethenjwa evamise ukulandela abezindaba abasemthethweni. Uma kungenjalo, kunalokho, kuyipharamitha entsha yokuhlukanisa izimali ngendlela esebenza kahle. Ngamanani wokuthenga okuzolungiswa kakhulu manje.