Yini amasheya ajikelezayo futhi enza kanjani emakethe yamasheya?

Izitoko ezijikelezayo zingenye yezimpawu zamasheya. Ngoba ngabo, ukubuyisa okuphezulu kungatholakala ezikhathini ezibanzi kakhulu zomnotho. Yize kunjalo, ama-recessives ahlupheka ukwehla okuphawulekayo ngamanani abo. Akumangalisi ukuthi imigqa yayo yebhizinisi inokuxhumana okuphawuleka kakhulu nemijikelezo yezomnotho. Ngokwezinga lokuthi benze inzuzo ethe xaxa engxenyeni ye-bullish yomjikelezo naku- ukuhlanekezela.

Zingezemikhakha eyehlukene njengokukhetha kwabathengi, ezezimali noma izingxenye ezahlukahlukene zabavakashi (izindiza, amaqembu amahhotela, izikhungo zokubhuka, njll.). Kunoma ikuphi, elinye iqembu lezinkampani ezibalwe kumasheya asabela kancane ekubukekeni kwezikhathi ezintsha zezomnotho nalo liyabonakala. Kepha lokho ekugcineni bayakhomba phezulu naphansi kakhulu mpo kukhotheshini yamanani abo. Njengasendabeni ethile yezinkampani zezimboni. Zonke zigcina ukuthambekela okuchazwe kahle kakhulu ezikhathini zokuthuthuka nomnotho. Ukuba ngabaqokelwe ukwaziswa kakhulu ukuvula nokuvala izikhala ezimakethe zezimali, ngokulandelana.

Vele, uma kukhona imakethe yezezimali echaza imizwa yomnotho obanzi ngokusobala, lokho akuyona enye ngaphandle kokuthi Ubuchwepheshe beNasdaq. Ngakolunye uhlangothi, okusho ukuthi, ikusasa le-countercyclical, legolide. Ngempendulo ehluke ngokuphelele kuzo zombili esikhathini ngasinye esinquma isimo somnotho. Kuze kube seqophelweni lokuthi ukugeleza kwemali kwabatshalizimali abakhulu kusuka komunye kuya komunye lapho kubhekene nolunye ushintsho kumathemba okukhula komhlaba.

Ungazenza kanjani kulezi zimo?

Ngalesi sigaba sezibambiso ungaphatha isu lokutshala imali elizuzisa kakhulu abathengisi. Kulula njengokuthatha izikhundla ngezikhathi ezinamandla futhi uthengise ekunciphiseni komnotho. Kungumthetho ohlale ukhona ezimakethe zezimali. Lapho imali iya emikhakheni enikezela ngamathuba amakhulu wokubuyekeza. Ukuze ukhethe lesi senzo, kwasekuqaleni kuzodingeka ukuthi kuhlonzwe ukuthi yimaphi amanani alezi zici ahlanganiswe emakethe eqhubekayo yaseSpain. Kanjalo, I-Arcelor, Sol Meliá, Indra, NH Hoteles, Mapfre noma i-Acerinox Bangabanye babamele abafanele kakhulu baleli qembu elikhethiwe lama-equities kazwelonke. Banesibopho semikhiqizo yokukhangisa evamise ukubiza kakhulu futhi enganeliseki njengezidingo eziyisisekelo. Lapho ukusetshenziswa kwayo kuhlehliselwa izimo ezingcono.

Ungazenza kanjani kulezi zimo?

Enye yezikhiye zokuzibamba isuselwa ekukhuleni kwevolumu yokuqasha ekhiqizwa ngezigaba ezinhle kakhulu zomnotho. Ngobukhona obuqinile bokuthenga ama-oda maqondana nabathengisi. Kuzoba yisiginali ecacile yokungena ezikhundleni zabo isikhathi sokusebenza esikhathini esimaphakathi nesikhathi eside. Ngoba imijikelezo yebhizinisi ine isikhathi eside kakhulu elinganwetshwa iminyaka eminingi. Yize kusesigabeni sokuphazanyiswa semijikelezo yokwanda lapho la masheya enza kangcono kunabancintisana nabo. Ngokuthokoza, okukuso sonke isikhathi sokuhweba, kungaphezulu kwe-5%.

Ngoba empeleni, esinye sezici eziyinhloko zamasheya okujikeleza ukuthi ngesikhathi sezikhathi zokuziphatha zihlala ziziphatha kangcono kakhulu kunezinye iziphakamiso zemakethe yamasheya. Ngenkathi kusezimalini, ukwehla kwabo kushaya kakhulu. Lapho imali ishiya amanani aphikisayo ukuze aphephele kuma-cyclicals kuwuphawu olucacile lokuzethemba ezimakethe zezezimali. Kuzoba yisikhathi sokuthatha izikhundla kwabanye babamele.

Ngesikhathi esinzima kakhulu sesimo esibucayi sezomnotho, phakathi kuka-2008 no-2010, ukuguquguquka kwamasheya okuhamba phambili okufana no-Arcelor kushiye ama-45% wokulinganiswa kwawo emakethe kazwelonke eqhubekayo. Ukusuka ekuhwebeni ama-euro angama-45 kuye kwangama-25 eminyakeni emibili nje kuphela. Ngokuphambene nalokho okufana nokuphikisana Ukudla kwe-Ebro, eye yaphakama cishe nge-16%. Kusuka kuma-euro ayi-12 kuye kwayi-14 ngesabelo ngasinye. Ngokusalela esikhathini esihlaziyiwe phakathi kwamanani womabili amakhulu kunama-60% futhi kufingqa kahle umehluko phakathi kwemiqondo emibili ephikisanayo yokuqonda imakethe yamasheya.

Iziphakamiso zenkontileka

Imikhakha ephikisayo, kunalokho, yakhiwa izinkampani ezikhiqiza izimpahla nezinsizakalo ezigcina isidingo esizinzile kakhulu. Zimelwe ngamasegmenti ebhizinisi njengoba efanele njengoba Tinsita, ukudla noma izidingo eziyisisekelo. Kunesizathu esinamandla kakhulu sokuchaza lesi simo futhi kungenxa yokuthi ngezikhathi zokwehla komnotho, abathengi bayayeka ukuhamba noma ukuthenga izimoto. Kepha esikhundleni salokho, bayaqhubeka nokuzondla futhi basebenzise amandla ayisisekelo okondla ikhaya labo. Ngenxa yalokho, izinkampani ezihlinzeka ngalezi zinsizakalo zithwala kanzima kakhulu emiphumeleni yenkinga yezomnotho. Ngokugqoka okuncane kumanani abo futhi lokho kungahle kuphikisane nemizwa ejwayelekile yezimakethe zezezimali.

Ngalesi sizathu, akumangazi ukuthi ngandlela thile babhekwa njengamagugu wokuzivikela noma isiphephelo. Ngesizathu esilula ukusiqonda futhi leso akusikho okunye ngaphandle kwale mizungezo yomnotho ebhekana nokuziphatha okungcono kumanani abo. Ngesizathu esifanayo sokuthi baziphathe kabi kakhulu kunabo bonke ezigabeni ezibucayi kakhulu zokukhula komnotho. Noma ngisho nasezikhathini ezinenkambiso engapheli, njengalena yamanje. Ngaphezu kwalokho, lezi zinhlobo zamanani zivame kakhulu isabalalisa izabelo phakathi kwabaninizabelo. Ngembuyiselo yokonga phakathi kuka-3% no-8%, njengesithiyo sokugcina abaninimasheya bayo ezikhathini ezinzima kakhulu zomnotho wamazwe omhlaba.

Amathiphu okuthi ungalahleki

Uma amanani aveza lezi zici ezikhethekile ebonakala ngokuthize, kungenxa yokuthi asengozini enkulu kumjikelezo wezomnotho. Futhi-ke badinga i- ukwelashwa okuhluke kakhulu. Kokubili uma kukhulunywa ngezikhathi zokungena nalapho kufanele uhlehlise izikhundla. Lapho ungaqala khona kusuka ochungechungeni lwezincomo esikudalula ngalo ngezansi.

• Ungahlela isu lokutshala imali ngokuya ngomzuzu lapho ama-equities ahlala khona, kepha ekuguqukeni komnotho wamazwe omhlaba. Izimo zizohluka kakhulu kusuka kwesinye isimo kuye kwesinye. Njengokuthi kuzoba nezindinganiso ezibucayi ezizoqashwa ngasikhathi sinye. Ngeke ube nokunye ongakwenza ngaphandle kokuhlukanisa lezi zikhathi ezenzeka esimweni samazwe omhlaba.
• Hhayi ngoba umnotho wamazwe omhlaba ungenzi kahle, zonke izibambiso kufanele zibe nobungozi kuzintshisekelo zakho. Lokho wukuthi, azinakwenzelwa inzuzo ngcono ibhalansi kusuka ku-akhawunti yakho yokuhlola.
• Elinye lamasu aphumelela kakhulu ezimeni ezehlukene zezomnotho ukuthi thenga noma uthengise amasheya ekuqaleni kwesikhathi ngasinye. Ukulindela kuzoba esinye sezikhiye zokwenza ngcono amamaki wokusebenza. Ngaphansi kwezilinganiso ezenelisa kakhulu zezintshisekelo zakho njengomtshali-zimali omncane noma ophakathi.
• Uma ufuna ukudala iphothifoliyo yokutshala imali elinganiselayo ngezimo ezahlukahlukene zomnotho wamazwe omhlaba, ngeke ube nokhetho ngaphandle kokufaka amanani we umkhakha kagesi nokubhanga. Baqoqa konke okudingekayo ukulinganisela ukuthambekela kwazo zombili lezi zimo. Kunoma ikuphi, kuzoba isu elisebenza kahle kakhulu futhi hhayi nolaka.
• Kufanele uzimisele ngokuthatha izinqumo ngezikhathi zokwanda komnotho. Nge- izenzo ezinqunyiwe, kodwa ucabangisisa kahle ngalokho okufanele ukwenze ngaso sonke isikhathi. Kunoma ikuphi, kufanele uvikele noma isiphi isigaba sokungabaza okungalimaza izintshisekelo zakho ezimakethe zezimali.

Amasheya we-cyclical par ubuhle

Uma ufuna ukwenza iphothifoliyo yakho entsha yokutshala imali ngamanani amakhulu, eminye imikhakha yemakethe yamasheya akufanele ilahleke. Phakathi kwabo, ibhange njengoba likule nkathi lapho amasheya abo aziswa kakhulu khona. Ngaphezulu kwezinye izingxenye zebhizinisi. Kufika eqophelweni lokuthi kuqoqwe imali engaphezu kwemali ephawulekayo ekongeni. Ezikhathini eziningi ngisho ngenhla kwe-10%. Kunoma yiziphi izinkampani zezezimali ezibalwe ezimakethe zezezimali.

Eminye imikhakha ebanzi kakhulu kule nkathi ifana nobuchwepheshe obusha. Ukubheja okunolaka kakhulu kepha kuphethe umvuzo onamandla kakhulu. Ngoba impela, ukuvuselelwa kwazo kuyabonakala ngenhla kwamanye amanani azinzile ngokwengeziwe. Uneziphakamiso eziningi ongakhetha kuzo, yize kuzoba lula kakhulu kuwe ukuthola amanani ngesici sobuchwepheshe esingcono kakhulu. Futhi uma besezingeni eliphezulu, khona-ke kungcono kakhulu kuzintshisekelo zakho.

Kunoma ikuphi, ukhiye wempumelelo kuzoba amazinga okungena kulawa manani. Hhayi ngeze, bazonquma inzuzo yama-akhawunti akho. Njengoba kufanele wazi ukuthi ungathengisa kanjani. Mhlawumbe ingxenye eyinkimbinkimbi kakhulu yale nqubo ekhetheke kakhulu ezimakethe zezimali. Ngoba kufanele unake kakhulu lapho izigaba zokwanda emnothweni ziphela. Njengezikhathi zokucindezela lapho ungeke ube nokukhetha ngaphandle kokuthola ukuma okuzivikela kakhudlwana. Ayikho enye inhloso ngaphandle kokuvikela izimpahla zakho ngokusebenza kahle okukhulu kanye neziqinisekiso zokuphumelela.