Ukuphuka kokwesekwa kwamaphoyinti angama-9.000 enkombeni yokuma kwezilinganiso zamasheya aseSpain, i-Ibex 35, kususe wonke ama-alamu ekuhlaziyweni kwezobuchwepheshe. Ukuthi kungakhombisa ushintsho lomkhuba obaluleke kakhulu, ukusuka ku-bullish kuya kwi-bearish ezinsukwini ezimbalwa kakhulu. Kepha umthombo wesethenjwa wemakethe yamasheya waseSpain ungahamba kude kangakanani? Ngokomthetho, iphoyinti lokuqukethwe ligxile kumazinga phakathi kwamaphoyinti angu-8.700 no-8.900 okuyizinga lamaconsi okugcina.
Uma ngabe leli zinga elibalulekile liphinde ladlulwa ekucushweni kwamanani ezimakethe zezimali zikazwelonke, kuzodingeka ukuthi ucabange ngamaphoyinti angama-8.300. Ngamanye amagama, kuzoba nendawo eningi yokulahlekelwa yingxenye enhle yemali etshalwe emakethe yamasheya. Leli zinga lentengo lihambisana nesimo lapho i- I-Brexit eminyakeni embalwa edlule. Kungumxhaso onamandla amakhulu kunabanye futhi lapho ingxenye enkulu yabahlaziyi bezezimali balindele ukuthi usebenze njengedamu lokuthwala ekuguqukeni kwenkomba yokulinganisa yezimali zaseSpain.
Uma ngasizathu simbe nayo idilizwa phansi, futhi ngamandla athile, ngeke kube khona okunye ongakwenza ngaphandle kokuyilinda ihambe kakhulu cishe amaphuzu ayi-7.000 umsuka wokukhuphuka okukhulu kokugcina kwezimakethe zamasheya ngemuva kwenkinga yezomnotho yowezi-2008. Akungashiwo ukuthi sekubhekiswe kula mazinga, ikakhulukazi esikhathini esimaphakathi. Kungaba yisimo esiyingozi kakhulu kwizintshisekelo zabatshalizimali abancane nabaphakathi. Ngoba iphothifoliyo yakho yokutshala imali izokwehla kakhulu uma ungazisusi izikhundla zakho ngesikhathi. Ngezingozi ezithile ezicashile esitatimendeni sakho semali engenayo.
Imiphumela yokushiya amazinga ayi-9.000
Ukulahlwa kwalezi zikhundla kunomthelela oqondile ezenzweni zabatshalizimali abancane nabaphakathi. Owokuqala kungaba yilokho i-uptrend izonqanyulwa kuhlumela (kanye ne-lateral) lapho bekuthuthuka khona kuze kube manje. Ngamanye amagama, inkomba ebhentshini lokulinganisa yamasheya aseSpain izosuka ku-bullish iye kwi-bearish. Njengomphumela walolu shintsho oluzumayo, bekungeke kube khona okunye abangakwenza ngaphandle kokushintsha amasu okutshala imali ukuze bazijwayeze esimweni esisha i-Ibex 35 ebingasinika sona. Lokhu kungasho ezimweni eziningi ukukhetha ukuthengiswa kwemali ku-akhawunti yethu yokonga.
Ngenkathi ngakolunye uhlangothi, akungabazeki ukuthi sizophoqeleka ukuthi sikhulume nalokhu okutholakele kwemali engenayo engaguquki. Ngobungozi nasezikhundleni zabo, kepha esingavikela ngakho izingozi ezinkulu ezingenzeka ezimakethe zokulingana kwezezimali. Ngalo mqondo, kungcono kakhulu ukulinda kancane bese sisebenzisa okokuhlunga ukuze singenzi iphutha esingahle sizisole ngalo ngesikhathi esifushane kakhulu. Yebo, kuzofanele sicabange ngamazinga azungeze amaphuzu angama-8.700 ukuze cishe siwashaye phansi, kulokhu sizovalelisa ezikhundleni zethu emakethe yamasheya.
Yiziphi izindlela ezingenziwa?
Into ebaluleke kakhulu ukuhlehlisa izikhundla uma lesi simo sigcwaliseka. Ukuze ngemuva kwezinyanga noma iminyaka embalwa sithathe utshalomali futhi. Kepha kulokhu ngamanani okuncintisana kakhulu kunakuqala ngakho-ke amanani azoba ne- amandla amakhulu ekubuyekezweni kwawo. Asikwazi ukukhohlwa ngalesi sikhathi ukuthi amasheya eBanco Santander asondele kakhulu kuma-euro amathathu nohhafu. Le yintengo eqine kakhulu, kepha ngokuqinisekile ingaba ngaphansi uma kuphela unyaka. Kuliphi elingaba yithuba lebhizinisi esingalisebenzisa uma sisebenzisa isu elifanele futhi elilinganiselayo lokutshala imali.
Omunye umphumela kulesi sigaba sokusebenza yilokho isivuno sedividend sizokhuphuka. Kuze kube seqophelweni lokuthi ingakhula ngamaphesenti ayishumi esilinganiso sephesenti ngaphezu kwamazinga ayo amanje. Kepha inqobo nje uma sishiya izikhundla kwezokuphepha ezakha inkomba yokulinganisa yezimali zaseSpain. Yize kungokukhokhelwa kokwenza ukuthengisa ngokulahleka, kepha noma kunjalo kuyingozi okufanele sicabange ngayo kusukela manje kuqhubeke. Ngaphandle kolunye uchungechunge lokucatshangelwa kwezobuchwepheshe futhi mhlawumbe futhi kusukela ekubukeni kwezisekelo zayo.
Imikhakha ethinteke kakhulu
Vele, kule ndawo, ezinye izingxenye zemasheya zizoba sengozini kakhulu kunezinye. Futhi phakathi kwabo amaqembu ezezimali, amabhange kanye nokuphepha okujikelezayo. Kuze kube seqophelweni lokuthi bazosebenza kabi kakhulu kunamanye amanani enkomba yokulinganisa yezimali zeSpain. Njengoba kubonwe phakathi nenyanga kaJulayi, lapho bebeyizimpahla zemali ezijeziswa kakhulu emakethe yamasheya kazwelonke. Ngokwehla kwezimo kwezinye izimo okufike kwafika ku-10% ezinsukwini ezimbalwa kakhulu zokuhweba.
Uma izisekeli ezizungeze amaphuzu angama-8.700 XNUMX zingasekelwa, akungabazeki ukuthi futhi lawa maxabiso yiwona azokwenza okubi kakhulu ezimakethe zezezimali. Kulezi zikhathi siyabona ukwehla kuseshini eyodwa yokuhweba ngenhla kwe-5%. Lawa amasheya anolaka ahlupheka ezimweni ezimbi kakhulu ezimakethe zokulingana. Kumele kugwenywe ngazo zonke izindlela, okungenani esikhathini esifushane futhi mhlawumbe nangesikhathi esimaphakathi. Akumangalisi ukuthi unokuningi okulahlekile kunalokho ongakuzuza.
Ngakolunye uhlangothi, asikwazi ukukhohlwa ukuthi ukulungiswa kubonakala sengathi kuhlale iminyaka embalwa. Futhi into engcono kakhulu ongayenza njengamanje ukuphuma ezimakethe zezezimali ukuvikela imali yakho. Njengokukhetha, ungaya esikhwameni sokutshala imali esihlanganisiwe esihlanganisa imali engenayo eguquguqukayo nemali engenayo engaguquki kanye nengxenye yamanani emali noma amanye amanani ukwenza ukonga kube nenzuzo kusuka manje. Ikakhulukazi uma i-Ibex 35 ekugcineni iphula ukusekelwa enakho endaweni yamaphuzu angama-8.300.