Wonke umuntu umangazwe yizindaba ezimayelana nababili ababaluleke kakhulu eSaudi Arabia nokuthi bangelinye lamaqembu ezezimali emhlabeni jikelele, njengoba kunjalo inkampani kawoyela wombuso i-Aramco. Kuze kube manje okwamanje kusho ukwehliswa okungaba ngama-50% ekukhiqizeni igolide elimnyama. Futhi lokho ngaphandle kokungabaza kungazinzisa izimakethe zezezimali, ngenxa yeqiniso uqobo kanye nokuziphindisela okungenzeka kungathathwa kumandla angaphandle. Okungenani kokumelela isikhathi esifushane.
Ngalo mqondo, ukusabela kwamandla wezomnotho ahamba phambili emhlabeni akubanga kude ukufika, njengoba abahlaziyi abaningi babelindele ngale mpahla yezezimali yokubaluleka okukhethekile. Ngoba empeleni, umongameli wase-United States, Donald Trump, ithathe isinqumo sokugunyaza ukukhishwa kwezinqolobane zale nto eluhlaza ezweni ukuze, uma kunesidingo, ziqinisekise ukutholakala komhlaba wonke, okuthonywe ukuhlaselwa kwakamuva okwenziwa ezindaweni zokuhlanza zaseSaudi. Into engangabazeki ukuthi izothinta izinkampani zikawoyela ezibalwe ezimakethe zezimali.
Ngenkathi ngakolunye uhlangothi, ingaba nomthelela, kakhulu noma kancane, kuma-stock indices amakhulu emhlabeni jikelele. Njengoba kunikezwe lesi simo, sizokunikeza amanye amasu okutshala imali ongawasebenzisa ukuvikela imali etshaliwe ekuthengweni nasekuthengisweni kwamasheya emakethe yamasheya kanye neminye imikhiqizo yezezimali. Ngoba impela, kuyathakazelisa kakhulu ukwazi ukuthi lolu hlobo lwezindaba alutholakali kahle ezimakethe zezimali. Uma kungenjalo, kunalokho, bajeziswa kuzo zonke izindawo zamazwe njengoba kwenzekile ngemicimbi yezimpawu ezifanayo.
Ukuhlaselwa kuthinta intengo kawoyela ongahluziwe
Mayelana nalesi sici, kufanele kwaziwe ukuthi i-US inemiphongolo engaphezu kwezigidi ezingama-600 egcinelwe izimo eziphuthumayo, nokuthi zingasetshenziselwa lesi simo esiphuthumayo emkhakheni kawoyela. Kunoma ikuphi, into eyodwa icacile futhi nokuthi amanani egolide elimnyama ngoMsombuluko adubule ngaphezu kuka-10% ezimakethe zezezimali. Kokubili ngenxa yokuhlaselwa kwamaphekula ezindaweni zokuhlanza impahla eSaudi Arabia kanye nokwanda kwesixakaxaka esikhona eMiddle East ngenxa yalesi sehlakalo esingemnandi.
Kukhona abanye abahlaziyi bezezimali abacabanga ukuthi intengo engahluziwe ingakhuphuka ibheke kumgoqo wamadola ayi-100 emgqonyeni. Ngenkathi kwelinye, abanye abanathemba kangako futhi baveza ukuthi kuzoba nokwanda okuncane futhi okunesikhathi esilinganiselwe maqondana nesikhathi sesikhathi kuzilinganiso zabo. Kunoma ikuphi, futhi maqondana nomnotho waseSpain, ukukhuphuka kwamanani entengo ongahluziwe kungaholela ekwehleni kwephuzu elilodwa kwayishumi ephesentini eMkhiqizweni Womhlaba Womhlaba Wonke (GDP). Ngesikhathi lapho ukubuyekeza okuphansi kukhula ngemvamisa ethile. Ngamanye amagama, kungalimaza indwangu yokukhiqiza yezwe lethu.
Izikhwama ziyawa, kodwa ngaphandle kokuphahlazeka
Ukusabela kwezimakethe zezimali zamazwe omhlaba akubanga isikhathi eside ukuza kanti ngalolu suku lokuqala lwesonto izimakethe zamasheya emhlabeni wonke seziwile. Kepha hhayi ngomfutho obulindelwe ngempelasonto. Kubukeka sengathi yonke into ilawulwa futhi kunoma ikuphi kube khona abawinile nabaphumelelanga ekuhlaselweni kwezindawo zokuhlanza zaseSaudi Arabia. Njengoba kungeke kube kuncane, izinkampani zikawoyela ziye zaphindaphinda inani lokuguqulwa kwamanani azo ngokwesilinganiso esingu-2,5%. ESpain, le nhlangano ibiphethwe yi I-Repsol okuyinkampani ye-Ibex 35 evuke kakhulu. Okulandelayo, zonke lezo ezihlobene kakhulu no-oyela, njengo-Técnicas Reunidas, ababone ukuthenga ingcindezi kubekwe ngokusobala kumthengisi.
Esinye sezigaba zemakethe yamasheya esihambe kahle kulesi simo esisha samazwe ngamazwe yileso sezinkampani zikagesi. Ukuqaphela ukwanda okuncane kwesimo sabo njengezindawo zokuphepha ngokuheha ingxenye enhle yokugeleza kwemali kulimaze ezinye izingxenye zengeniso eguquguqukayo. Ukufika ezingeni lokuthi kungaba yisizathu esisha sokuvula izikhundla kulo mkhakha, okungenani kuze kube kuzinza imicimbi endaweni eseMpumalanga Ephakathi. Akumangalisi ukuthi singasho ukuthi kulezi zinsuku sisesimweni sokulahlekelwa yimali uma ukubheja kwethu kungeyona ekahle.
Ibex 35 yehla ngo-0,9%
Lokhu kube yimiphumela yenkomba ekhethiwe yezimali zikazwelonke kulo msombuluko futhi ngokuhambisana nezinye izimakethe zezezimali endaweni yethu. Lapho amanani axhumene nezokuthutha kube yiwona ashiye kakhulu intengo yamasheya abo. Ngokuqondile, Inkampani ye-IAG cishe i-3% yokulinganisa kwayo ishiywe emakethe yamasheya. Ngenkathi ngakolunye uhlangothi, ezinye izisulu ezinkulu zalesi simo esikhetheke kakhulu kube ngamanani axhumene nomkhakha wezokuvakasha nawo alahlekelwe izikhundla. Njengezinkampani ezijikelezayo ezingaziphathanga kahle lezi zindaba ezingathandeki.
Manje okusamele kutholakale ukuthi ngabe le nhlangano icacisiwe noma isazoqhubeka yini ezinsukwini ezizayo futhi lapho-ke i-Ibex 35 ingaphinde iwele ngaphansi kwezinga lamaphoyinti ayi-9.000. Ikhansela ukuthambekela kokuya phezulu okungenayo okwakheke evikini elidlule. Kuhlala kuphela ukubona ukuthi ukuhlaselwa kwezindawo zokuhlanza eziseSaudi Arabia kuzothinta kanjani izimakethe nokuthi kungakanani. Noma uma kunalokho, bekungukuhamba kosuku olulodwa kuphela nokusabela okulinganiselwe. Ngokuqiniseka okukhulu ukuthi ekupheleni kwesonto bonke abatshalizimali abancane nabaphakathi bazoba nokungabaza ukuze bakwazi ukufeza amasu abo okutshala izimali ngesiqinisekiso esikhulu sempumelelo.
Yini engenziwa manje?
Njengendlela yokuvikela, abatshalizimali abancane nabaphakathi bayelulekwa ukuzola kulezi zinsuku. Kunoma ikuphi, kuwubuhlakani obukhulu ukugwema izikhundla kwezokuphepha ze- umkhakha wezokuvakasha nezokuthutha ngoba yibo abavelele kakhulu ekulahlekelweni yizikhundla eziningi ezinsukwini ezizayo. Vele, kungcono ukulinda izinsuku ezimbalwa ukwenza isinqumo, ngandlela thile, futhi yini ebaluleke kakhulu ngaphandle kokwenza amaphutha kumaqhinga asetshenziswa ngabatshalizimali. Singasho ngokuphepha ukuthi leli sonto lihle ukuphuma ezimakethe zezimali futhi kuzoba nesikhathi sokubuyisa imali.
Ngakolunye uhlangothi, kubatshalizimali abanolaka kakhulu bangavula izikhundla ezinkampanini zikawoyela ezibhalwe emakethe yamasheya. Kungakhiqiza inzuzo enkulu, kepha ngengozi yokuthi ingasibamba ngejubane elishintshile futhi ekugcineni sizithole sesilahlekile esitatimendeni sethu semali engenayo. Ikakhulu, kulokhu kuphakama okuphezulu kakhulu abebe nakho kulo Msombuluko futhi osekube elinye lamagugu avelele ezimakethe zezimali. Noma ngabe kuphi lapho kwenziwa khona isinqumo, alikho isu elicacile lokutshala imali ukusifeza esikhathini esifushane.
Inkontileka ye-ETF emafutheni
Enye inketho engaba nenzuzo enkulu ngalo mzuzu onembile ukwenza umkhiqizo owenziwe ngokusemthethweni ube nalezi zici. Azisekho izingozi ezithathwayo futhi ungasebenzisa ngokunenzuzo ukunyakaza okuphezulu kwale nto ebalulekile eluhlaza. I-ETF noma isikhwama esihwebelana ngokushintshaniswa siyingxube phakathi kwezimali ezihlangene kanye nokuthengwa nokuthengiswa kwamasheya emakethe yamasheya. Ngemuva kokuthi amanani kawoyela enyuke kakhulu emisebenzini yokuqala ngalo msombuluko phakathi kuka-15% no-20%, ngemuva kokwanda kwesimo eMiddle East. Futhi lokho kunoma ikuphi, okungadala ukungazethembi okukhulu ekucushweni kwamanani, ngomehluko omkhulu phakathi kwezintengo eziphakeme nezincane.
Ngenkathi ekugcineni, singekhohlwe yiqiniso lokuthi kukhona abanye abahlaziyi bezezimali abacabanga ukuthi intengo engahluziwe ingakhuphukela kumngcele wamadola ayi-100 emgqonyeni. Lokho wukuthi, cishe ama-30% ngaphezulu kwamazinga eviki eledlule. Futhi elinye iqiniso okungafanele likhohlwe umthelela wamanani kawoyela angaholela ekwehleni kweGross Domestic Product (GDP) yamazwe amakhulu emhlabeni. Ngesikhathi lapho ukwehla komnotho kusezindebeni zabo bonke abahlaziyi bezezimali kanye nabatshalizimali abancane nabaphakathi. Lokhu mhlawumbe kungengozi enkulu kunazo zonke engenziwa ngokukhuphuka kwegolide elimnyama ezinsukwini ezizayo. Yize ngokuphambene nalokho, kungenzeka ukuthi ekugcineni yonke into iyinhlangano yokuhlangana futhi ngaphezu kwakho konke ilawulwa izimakethe zezezimali. Okusho ukuthi, ekupheleni kosuku, yini ebandakanyekayo kuzimo eziyinkimbinkimbi kangaka zokusebenza ezimakethe zezimali.