Ibex 35 ikhombisa ubuthakathaka obukhulu kunezinye izikwele

IKhansela laseJalimane u-Angela Merkel kanye noMongameli waseFrance u-Emmanuel Macron bethule uhlelo lwe-European Union 'Recovery Plan' olubiza u- € 500.0000 billion. Njengesixazululo sokubhekana nenkinga yezomnotho nezenhlalo yaseYurophu ngenxa yokwanda kwe-coronavirus. Okubandakanya izinhloso zokuvikela ubukhosi baseYurophu nobukazwelonke emikhakheni yezamasu neyesikhathi esizayo yezempilo, imboni kanye noguquko lwedijithali nolwemvelo. Izindaba ezitholwe ngakolunye uhlangothi ezimakethe zamazwe ngamazwe zokulingana.

Kunoma ikuphi, imiphumela yayo ngeke isheshe, kepha ngokuphambene nalokho, kulindeleke ukuthi ukusetshenziswa kwayo kube kancane ngaphambi kokuphela kwehlobo. Ngalo mqondo, kusabelomali esilandelayo se-EU kuzoba "nesikhwama sokubuyisa imali" sezigidi ezingama-500.000, esizovumela abangu-27 ukuthi baboleke futhi babuyisele ndawonye izindleko ezihlobene nale nkinga. Yize bezofuna ukuthi amazwe athinteke kakhulu yi-coronavirus amukele uchungechunge lwezimo nezinguquko ezinhlakeni zabo zabasebenzi nezebhizinisi. Mayelana neSpain, kusalokhu kucacisiwe ukuthi lezi zinyathelo zizoba yini nokuthi izimakethe zamasheya zezwe lethu zizophendula kanjani.

Ngakolunye uhlangothi, akukwazi ukukhohlwa ukuthi inkomba yokukhetha yezwe lethu, i-Ibex 35, iyimakethe ekhombisa ebuthakathaka kunazo zonke. Sekungabonakali kwezinye izinkomba zezwekazi elidala ngezikhathi zokuhweba zakamuva. Kuze kube seqophelweni lokuthi yonke into ibonakala ikhombisa ukuthi kungekudala kuzoya ezansi kakhulu emasontweni ambalwa edlule ngenyanga kaMashi. Ngezinga lentengo elizungeze amaphuzu ayi-6000 futhi lokho kungaze kwehle ngisho nangaphansi ekulinganisweni kwamanani ezinkampani ezingama-35 ezakha le nkomba yesitoko.

Ibex 35: ukhiye kumaphoyinti angama-5800

Kunoma ikuphi, amazinga azobekwa enkombeni ekhethiwe yemakethe yamasheya aseSpain asondele kakhulu kumaphoyinti angama-5800. Njengoba uma ibizodlulwa, bekungeke kukhishwe ngokuphelele ukuthi izobhekisa emaphoyiseni angama-5400. Ngethuba lokwehla kwentengo elibaluleke kakhulu kusuka emazingeni entengo amanje. Akumangalisi ukuthi bekungaba nokwehla cishe okungama-20% futhi lesi simo ngokungangabazeki singaba yingozi kakhulu kuzintshisekelo zabatshalizimali abancane nabaphakathi. Ngakho-ke, akusona isikhathi esihle sokungena ezimakethe zezimali zezwe lethu futhi leli qiniso kufanele linakwe lapho kwenziwa noma yiliphi isu lokutshala imali. Ngaphandle kolunye uchungechunge lokucatshangelwa kwezobuchwepheshe ekuhlaziyweni kwezobuchwepheshe kwale nkomba yesitoko saseYurophu.

Ngenkathi ngakolunye uhlangothi, kufanele kuphawulwe ukuthi i-Ibex 35 ithwele kanzima yisimo umkhakha wamabhange obhekene naso. Akunakulibaleka ukuthi lezi zehle cishe ngama-5% ezimisweni zokugcina zemakethe yamasheya, okuwumkhakha omubi kakhulu wezimali ezweni lethu. Lesi sici sihudula kwangempela ukuze i-Ibex 35 ikwazi ukuphola kusuka kulezi zikhathi nangokuqina okuthile. Kanye nokuthi amabhange anezinkinga zesakhiwo ezibaluleke kakhulu futhi inqobo nje uma zingaxazululwa ngeke akwazi ukudonsa i-Ibex 35 ezinyangeni ezizayo. Ngakho-ke lokhu kungukungabaza okungenzeka ukuthi abatshalizimali abancane nabaphakathi bangaba nezenzo mayelana nezenzo zabo ezimakethe zezezimali.

Ukwesaba ukukhuphuka kwentela

Esinye isici esingasinda i-Ibex 35 ezinyangeni ezizayo ukuthi kungenzeka ukuthi kukhushulwe intela kuzinguquko ezincane zentela. Kuyisilinganiso esingathandeki kubatshalizimali futhi esingathinta ukuthengiswa kwamanje kumthengi ezinyangeni ezimbalwa ezizayo. Ngenkathi ngakolunye uhlangothi, kungakhohlwa ukuthi lesi yisilinganiso esingaze siwele kahle ezimakethe zezezimali. Hhayi ezweni lethu kuphela, kodwa nakuzo zonke izimakethe zamasheya zomhlaba, njengoba ngakolunye uhlangothi kunengqondo ukuyiqonda. Ngakho-ke, kuzofanele unake kakhulu ukufika kwalesi silinganiso sezomnotho nezezezimali ezinsukwini ezizayo ukuze uthathe isinqumo esisodwa noma esinye ekupheleni kwekota yesibili yalo nyaka.

Ngakolunye uhlangothi, okungabaluleki kangako iqiniso lokuthi inkomba yokulingana ekhethiwe yezwe lethu, i-Ibex 35, iqala kusuka endaweni ebuthakathaka obukhulu ukwedlula kwezinye izimakethe zomhlaba nezaseYurophu ikakhulukazi. Ngalesi simo jikelele, kufanele kuqashelwe ukuthi ukwenyuka kwentela okungenzeka kwenzeke eSpain kungaba yithuba lokushiya izikhundla ezimakethe zezimali, okungenani izinyanga ezimbalwa. Ngoba empeleni, sesivele sizoba namathuba amaningi okuthola amanani entengo yamasheya ancintisanayo futhi ngaphezu kwakho konke kulungiselelwe izintshisekelo zethu. Ngethuba lokubuyekeza liphakeme kunalezi zikhathi eziqondile lapho imakethe yamasheya yaseSpain ikhona.

Ukwehlukahluka kwephothifoliyo

Umnotho womhlaba oxhumeke kakhudlwana, ukufinyeleleka kabanzi kolwazi, nokuncishiswa kwezimakethe zezimali kwenze kwaba lula ukwehlukanisa iphothifoliyo yokutshala imali ngaphandle kokwephula ibhange. Kubatshalizimali abaningi, ukwehlukaniswa ngokuqonda kusho okungaphezu kokulinganisa ukuvezwa kwezigaba zamafa noma ukukhetha ngokucophelela imikhakha ehlukene noma izimboni ezizotshala kuzo.

Labo abase-United States abafuna ukwehlukahluka bangaqala ukubheka ngaphesheya kwamagagasi ayindida ezimakethe ezinkulu zamanye amazwe nezifunda. IYurophu iyindlela ehehayo ngokukhethekile, njengoba iyikhaya lezinkampani eziningi ezihola phambili emhlabeni eziklonyelise abanikazi bazo ngamashumi eminyaka wokubonga kwezimali nezinzuzo.

Nazi izindlela ezine umtshalizimali, umphathi wephothifoliyo, noma umeluleki wezezimali angazisebenzisa ukwengeza amasheya avela emakethe yaseYurophu kubhasikidi owakhiwe kahle.

Shintsha izimali ezihwebelana

Le ndlela yokutshala imali kuzitoko zase-Europe ilusizo ikakhulukazi kubatshalizimali ngaphandle kwemali eningi. Ngokutshala izimali ezihlangene noma izimali ezihwebelana ngokushintshisana (ETFs) ezikhawulela izingxenye zazo ezinkampanini ezizinze - noma ezenza amaphesenti amaningi ebhizinisi labo - eYurophu, izinzuzo zokwehlukahlukana okubanzi zingatholakala ngezindleko eziphansi. itholakale ngenye indlela ngokuzama ukwakha izikhundla ngqo.

Ukutshala imali ngemoto ejwayelekile njengesikhwama senkomba, noma ngabe kuhlelwe njengesikhwama esihlanganyelwe sendabuko noma isikhwama esidayiswa ngokushintshanisa, kunezinye izinto ezimbi. Imvamisa unenzuzo enkulu engafakwanga yemali elele kuphothifoliyo yakho. Yize kunamathuba amancane kakhulu, kunezimo lapho ungagcina ukhokha intela enkulu emholweni womuntu owedlule (iphuzu lobuchwepheshe iningi labatshalizimali abangaqapheli ukuthi likhona ngezimali). Mhlawumbe okucindezela kakhulu ukuthi kufanele uthathe okuhle ngokubi, kufaka phakathi ukubhekana nomkhakha oyisisekelo kanye nezisindo zemboni zephothifoliyo yesikhwama.

Amarisidi ediphozi aseMelika

Enye indlela yokutshala imali ezimakethe zamasheya zaseYurophu ukuthenga amasheya angaphandle ngamarisidi amadiphozi aseMelika (ADRs). Kwezinye izimo, amaRisidi aseMelika eDepho axhaswa yinkampani yangaphandle uqobo. Kwezinye izimo, ibhange eligcinayo, imvamisa elingaphansi kwesikhungo esikhulu sezezimali, lithenga ngqo ibhulokhi lamasheya angaphandle. Leli bhange lisebenza ngombono wokuthi kunemakethe yangaphakathi yalezi zitoko zangaphandle futhi, imali engenayo evela kumakhomishini ingenziwa ngokunikeza ukufinyelela kuyo.

Amabhange asebenzisa lawa masheya angaphandle futhi akhipha izibambiso ezimele ubunikazi bawo, futhi lezo zimasheya zidayiswa emakethe yasekhaya, imakethe yase-OTC. Ngokulandelayo, abatshalizimali ngabanye bangathenga futhi bathengise amasheya njengokungathi angamasheya kazwelonke: xhuma kwi-Intanethi, faka uphawu lwethikha, ubuyekeze ukusebenza bese ukwethula nge-akhawunti yomthengisi.

Ibhange lediphozithi liqoqa izabelo, liziguqule libe amadola aseMelika, liwanikeze abanikazi bamaRisidi Wediphozithi LaseMelika, bese likhokhisa imali encane yama-ADR. Ibhange lediphozithi livame ukuphatha ukugcwaliswa kwezivumelwano zentela yakwamanye amazwe, ngakho-ke isilinganiso sokubamba esingu-15% (esikhundleni senani lama-35%) sisebenza kuzabelo.

Udaba olulodwa okufanele wazi ngalo lapho usebenza namaRisidi Wokugcinwa Kwediphozithi LaseMelika ukuthi izingosi eziningi zezezimali azicacisi ukuthi ngabe zibika isabelo semali ehlukanisiwe nesahlukanisiwe kusisekelo sokwahlukaniswa kwemali ekhokhwa ngaphambi kwentela - njengoba kwenziwa ngokuphepha kwasekhaya. izintela ngemuva kokubanjwa kwezabelo zakwamanye amazwe (futhi uma ngabe kwenzeka kamuva, ngasiphi isilinganiso). Uma ufuna ukwenza ukuqhathanisa kwangempela kwezinzuzo ze-apple-to-apple phakathi kwama-ADR, kuzodingeka wenze ucwaningo oluncane futhi wenze ukulungisa okuthile ezinombolweni.

Okunye ukubuyela emuva ukuthi izinhlelo ezibandakanya amarisidi wediphozi aseMelika angashintshwa noma aguqulwe ngezindlela obungazilindelanga. Kepha, uma lokhu kwenzeka, ungashiya uhlelo bese uthatha ngqo amasheya angaphandle angaphansi. Kodwa-ke, ukwenza kanjalo kungabandakanya ukukhokha imali kumthengisi kanye nebhange lediphozi.

Amasheya aqondile amasheya aseYurophu

Le ndlela iqonde kakhulu, yize ivame kakhulu ukujwayeleka, kubatshalizimali baseMelika abanokuphepha kwasekhaya kuphela. Isibonelo, ake sithi ufuna ukuba namasheya enkampanini enkulu kashokoledi eSwitzerland.

Imininingwane yokuthi ungathenga kanjani amasheya iyahluka ngokuya ngefemu yomthengisi oyisebenzisayo ukwenza imisebenzi yakho. Uma ungumtshalizimali okudayisa, hlola isikhungo onayo i-akhawunti yomthengisi. Inkampani yabarhwebi kufanele ikusize ukushintshanisa amadola aseMelika ngamafrancs aseSwitzerland ukuze uthole indawo yokuhlala, futhi bazokukhokhisa nokusabalala futhi bakwazise ngenani lokugcina lokubulawa kanye nenani lekhomishini. Inani lekhomishini ngokujwayelekile lizochaza ikhomishini eyengeziwe yomthengisi waseSwitzerland wendawo umthengisi wakho anobudlelwano naye.

Okunye ukubuyela emuva kwale ndlela yokutshala imali ukuthi kudinga ukuthi utshale imali okungenani izinkulungwane ezimbalwa zamadola ngokuthengiselana. Kungenzeka ukuthi awudingi izinkulungwane zamadola ukuthenga amasheya aseYurophu ngale ndlela, kepha izimali nezindleko ezingeziwe zizosusa ingxenye yomholo wakho, futhi unganciphisa umthelela wazo ngokuhweba ngobuningi. Ungase futhi ucabangele ukubeka phambili ukubeka phambili nokugcina imali ukuze unciphise izindleko zokushintshisana kwemali ezenza ukushintsha phakathi kwezikhundla kubize.

Faka imali kumasheya aseYurophu

Ukuhlaziywa okuyinkimbinkimbi kobudlelwano phakathi kokuhamba kwezimakethe zemali kanye nokusebenza okulandelayo kwemakethe yamasheya kukhombisa ukuthi iSweden nendawo ye-euro (indawo yemali eyodwa yaseYurophu) kufanele idlule i-US nezinye izimakethe ezinkulu ngonyaka ozayo.

Ucwaningo luqhamuka enkampanini yezibalo zezimali i-HCWE & Co, ethole ukuthi amazwe abhekene "nokumangala kwezimali" okuhle kakhulu abuye abone izimakethe zawo zamasheya zedlula amazwe ngezimanga ezimbalwa ezinhle kakhulu zezimali. Idokhumenti yakamuva evela enkampanini iyichaza ngale ndlela elandelayo:

Ukusebenza okungenzeka kwezimakethe zezimali zamazwe omhlaba kungabekwa onyakeni owodwa kusengaphambili ngokuya ngokusebenza kwezimali. Ukuhlangana kuphezulu, futhi kubolekisa isu eliphumelelayo lokukhetha izwe.

Isebenza kakhulu noma kancane ngale ndlela. Izimakethe zamasheya zivame ukwenza kahle lapho imali inyuka ngenani (noma yehla kancane) uma iqhathaniswa nezinye izimali. Inani elikhuphukayo, ngokwesibonelo, idola laseMelika noma iphawundi laseBrithani, lingajwayela ukuheha imali emnothweni futhi ngaleyo ndlela kukhulise imakethe yamasheya yendawo.

Khetha i-Euro Stoxx

IPan-European Stoxx 600 ivale u-3,8% ngaphansi njengoba izimakethe emhlabeni jikelele zacwila. Inkomba yokulinganisa ilahlekelwe cishe u-12,7% phakathi nesonto, ukusebenza kwayo okubi kakhulu kusukela ngo-Okthoba 2008 lapho kuphakama inkinga yezimali emhlabeni jikelele.

Izinsizakusebenza eziyizisekelo zehle ngo-4,6% ukuhola ukulahleka njengoba yonke imikhakha nokuhwebelana okukhulu kuthengiswa kakhulu kokubomvu. I-FTSE 100 yaseBrithani ilahlekelwe ngu-3,7% ngoLwesihlanu, inkomba yeFrance ye-CAC 40 yehle ngo-4% kwathi i-DAX yaseGerman yehla ngo-4,5%.

Izitoko zase-Europe zangena endaweni yokulungiswa ngoLwesine, zehla ngo-10% ngaphansi kwezinga eliphakeme lesikhathi sonke sangoFebhuwari 19 ngonyaka owedlule njengoba ukusabalala okusheshayo kwe-coronavirus ngaphesheya kweChina kwabangela ukwehla kwezimakethe zomhlaba.

Izimakethe eziyisikhombisa ezinkulu zase-Asia-Pacific nazo seziwele endaweni yokulungiswa, ngenkathi e-United States, iDow iwele amanye amaphuzu ayi-1.000 500 ngoLwesihlanu. I-S & P XNUMX ne-Nasdaq bathathe izinsuku eziyisithupha nje ukuthi bawele kusuka ezindaweni zabo eziphakeme kakhulu baye endaweni yokulungiswa.

Izitoko zomhlaba wonke nazo zibekelwe isonto lazo elibi kakhulu selokhu kwaba nenkinga yezimali ngo-2008, kanti inkomba yomhlaba yeMSCI ACWI yehle ngo-9%.

Ekupheleni kwemakethe eYurophu ngoLwesihlanu, bekunamacala angaphezu kuka-83.700 aqinisekisiwe we-coronavirus emhlabeni wonke, lapho kwafa okungenani abantu abangu-2.859. Amacala okuqala abikwe ngoLwesihlanu e-Azerbaijan, Belarus, Lithuania, Mexico, New Zealand naseNigeria, okuyizwe elinabantu abaningi e-Afrika.

Ezindabeni zenkampani, iThyssenkrupp ivumile ukuthengisa uphiko lwayo lwe-elevator kumkhandlu we-Advent, Cinven kanye ne-German RAG foundation ngesivumelwano se-17.200 billion euro ($ 18.700 billion), inkampani imemezele ngoLwesine ngasekupheleni.

Amasheya eThyssenkrupp aqale akhuphuka kepha ehla ngo-5,6% ekuhwebeni ntambama ngemuva kokuthi u-CEO uMartina Merz echithe isabelo sangesikhathi esisodwa wathi imali etholakalayo izosetshenziselwa ukuhlela kabusha noma ukuthengisa amabhizinisi asele.

Bounce kuma-indices aseYurophu

Nakulokhu futhi, lapho amasheya ekhuphuka, yiYurophu esele emuva. Njengoba i-S & P 500 icishe ifike ku-30% ngaphezu kokwehla kuka-Mashi, i-Stoxx 600 Index isilele emuva nge-21% rebound, yize iwele ngaphezu kwe-US ku-selloff yomhlaba ebangelwa ubhadane lwe-coronavirus.

Isizathu? Okokuqala, kukhona ukwakheka kwezimakethe: I-Europe inenqwaba yemikhakha ejikelezayo, njengamabhange namandla, asebenze kahle ngalesi sikhathi esibucayi. Ngaphezu kwalokho, isifunda sihole igagasi lakamuva lokuncishiswa kwezabelo yizinkampani ezinkulu. Abatshalizimali nabo badumele ngesilinganiso sezinyathelo zokwesekwa kwezezimali nezimali, njengoba iYurophu ibhekene nokwehla komnotho okujule kakhulu enkumbulweni. Ngokuhlobana okuphezulu uma kukhulunywa ngecebo lokukhetha.


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Ikheli lakho le ngeke ishicilelwe. Ezidingekayo ibhalwe nge *

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  1. Ubhekele imininingwane: Miguel Ángel Gatón
  2. Inhloso yedatha: Lawula Ugaxekile, ukuphathwa kwamazwana.
  3. Ukusemthethweni: Imvume yakho
  4. Ukuxhumana kwemininingwane: Imininingwane ngeke idluliselwe kubantu besithathu ngaphandle kwesibopho esisemthethweni.
  5. Isitoreji sedatha: Idatabase ebanjwe yi-Occentus Networks (EU)
  6. Amalungelo: Nganoma yisiphi isikhathi ungakhawulela, uthole futhi ususe imininingwane yakho.