Ishidi lesilinganiso sengxenye yokuqala yonyaka lisanda kuvalwa futhi kuholele emiphumeleni emihle ngokusobala kubo bonke abatshalizimali abancane nabaphakathi nendawo izikhundla ezivulekile esikhwameni. Ngoba empeleni, ezinyangeni eziyisikhombisa zokuqala zalo nyaka ibhalansi yenkomba ekhethiwe yaseSpain, i-Ibex 35, iye yathokozela okungenani cishe 12%. Ngokuvumelana okuthile nokuzuza kwezinye izimakethe zamasheya ezwekazini elidala kanye nezimakethe zezezimali ngakolunye uhlangothi lwe-Atlantic. Ngalo mqondo, ingxenye yokuqala yonyaka ayibonisanga ukwehluka okukhethekile maqondana namasheya angaphandle.
Vele, lokhu kukhuphuka kumangaze abahlaziyi bezimali abangaphezu koyedwa abebengacabangi ukuthi bangafinyelela kula mazinga. Ngisho nalokhu ayekuwinile manje kwawela ezibikezelweni zakhe zonyaka wonke. Ngalo mqondo, kungashiwo ukuthi umphumela wemakethe yamasheya yaseSpain ubenelise ngokusobala ngezintshisekelo zabatshalizimali abancane nabaphakathi. Lapho kube khona amanani aye aziswa ngaphezu kwesilinganiso sikazwelonke. Ngimbuyiselo kahle ngaphezulu kwama-20% nokuthi banikeze injabulo enhle kakhulu kubasindisi abathathe izikhundla ngalesi sikhathi sonyaka.
Esinye isici esifanele ukushiwo yilesi esihlobene nomthamo waso wokuqashwa. Ngaphandle kokuphakama ngokweqile, kukhombise intshisekelo engangabazeki yabatshalizimali kule makethe yezimali efanelekile. Enye yezincazelo zalezi zenzo kungenxa ye- inzuzo encane okwamanje enikezwa yimikhiqizo yasebhange. Lapho kufakwa khona isikhathi, amanothi ezethembiso zebhange noma ama-akhawunti akhokha kakhulu awavamile ukudlula amazinga angaphezu kuka-0,50%. Njengomphumela wentengo eshibhile yemali kuyo yonke indawo ye-euro.
Ukulinganisela semester yokuqala
Ngaphandle kokuvela ngokungagwegwesi okuhle kwezimali zamazwe, akuzange kukhululwe ekuxabaneni nakokunye ukwesaba phakathi kwabenzeli abahlukahlukene bezezimali. Futhi lokho kuphakamise ukulungiswa okukodwa nokukhawulelwe okusebenze kakhulu ukuze ingxenye enhle yabatshalizimali abancane nabaphakathi abanciphise kakhulu ikwazile ukungena ezimakethe. Ukusuka kulesi simo esivamile, kube nezitoko ezinokusebenza okungcono kunezinye. Izinkampani ikakhulukazi zokwakha, amabhange kanye neqembu lamandla angajwayelekile. Njengolunye uchungechunge lwamagugu oluvale isigamu sokuqala sonyaka endaweni engeyinhle.
I-Ibex 35 ivale izinyanga eziyisikhombisa zokuqala zalo nyaka ngokungazinzi okuthile okujwayelekile kakhulu ngezikhathi zamaholide. Lapho kukhona ukuphumula okukhulu, kokubili kubathengi nakubathengisi. Ekugcineni ube semasangweni amaphuzu ayi-10.600 XNUMX kuzikhathi eziholwe ukwethulwa kwemiphumela yonyaka waminyaka yonke yamanani amaningi akha okukhethiwe. Ukuthi yibo abazobeka ithoni kuzintengo zabo kusuka kulezi zikhathi eziqondile.
Ngakolunye uhlangothi, ukunyakaza kokubaluleka okukhethekile kwakwakhiwa nakwezinye izimpahla zezezimali ezinentshisekelo ebonakalayo kuzo zonke izinhlobo zabatshalizimali. Ngoba empeleni, emakethe yezikweletu, into ebaluleke kakhulu ukuthi iphrimiyamu yengozi yaseSpain ibe kancane ngaphansi kwamaphoyinti ayisisekelo ayi-100, ngomkhiqizo wesibopho seminyaka eyishumi ku-1,548%. Ngenkathi kwenzeka okuphambene nalokho, emakethe yezimali, i-euro yashintshwa ngamadola ayi-1,1632. Ukujwayelekile kunoma yiliphi lamacala kuyindlela ejwayelekile yazo zonke. Akunazindaba ezizodwa zengxenye esebenzayo yalezi zinqubo.
Isikhathi hhayi ngaphandle kwengxabano
Kunoma ikuphi, lezi zinyanga eziyisikhombisa bezingeyona indlela egcwele ama-rose, kude nayo. Umuntu kufanele abheke kuphela ukungezwani ezimakethe zezezimali ngemuva kwe- izinqubo zokhetho athuthukiswe emazweni athile aseYurophu: iFrance neHolland. Ukukhuthaza ukulungiswa okukhulu okwalungiswa kamuva ngenxa yemiphumela yokubonisana okudumile. Ukunikeza amandla amasha ezimakethe zamasheya zaseYurophu, futhi ikakhulukazi enkombeni yethu yezimali. Ngalo mqondo, akungabazeki ukuthi konke bekulawulwa, kunokungabaza okumbalwa endleleni.
Futhi kungakhohlakala nganoma yisiphi isikhathi ukuthi inkomba ekhethiwe yezimali zaseSpain ithintekile yiminyakazo yezinkampani emkhakheni wamabhange. Ukuthi kuze kube ngezikhathi ezithile iwele ngobudlova obukhethekile ezimakethe zezezimali. Hhayi ize, kule nkathi yonyaka ukuthi lapho i- ukumuncwa kweBanco Okudumile yinhlangano eholwa ngu-Ana Patricia Botín. Ngokulungiswa okunengqondo kuzintengo zamaqembu ezezimali asohlwini. Ngaphezu kwezinqubo ezenziwa emabhange amancane naphakathi nendawo akhombise ukungazinzi ngaphezu kokujwayelekile.
Ukusebenza kahle komnotho
Esinye sezimbangela ezinkulu zalokhu kusengaphambili emakethe yamasheya aseSpain kube semininingwane enhle eyethulwe umnotho ezinyangeni ezedlule. Kokubili maqondana neSpain, kanye namanye amazwe angomakhelwane. Ngokukhula ngaphezu kwalokhu okulindelwe yingxenye enhle yabahlaziyi bezezimali. Futhi lapho i- izimali ezihlanganyelweyo zinqume ukungena ezimakethe zasekhaya. Kwezinye zezimo ezinamandla akhethekile, njengoba kwenzeke ukuqinisekisa ngezikhathi ezingaphezu kwesisodwa zokuhweba. Kuze kube yilapho iba ngenye yezimpahla zezezimali ngokugqama okukhulu phakathi nezinyanga eziyisikhombisa zokuqala zonyaka.
Ngokwalo mbono ojwayelekile, akunakukhohlakala nganoma iyiphi indlela ukuthi esinye sezikhiye zokufinyelela kulokhu kukhuphuka ezimakethe zamasheya zaseSpain kunamathuba amahle ezinkampani ezibhalwe emakethe yamasheya. Akumangalisi ukuthi imiphumela yebhizinisi ibe ngaphezu kokulindelwe ngabahlaziyi bezezimali. Ngisho kwamanye amacala anomugqa ophakeme kakhulu kunalokho obekulindelekile. Lesi sici esibalulekile kube ngesinye sezimbangela zentengo yenkampani ezokwaziswa cishe ngama-12% ngalesi sikhathi sonyaka.
Iphinde yaba nomthelela, futhi maqondana namasheya aseSpain, i izibuyekezo phezulu lokukhula kwalo kwezomnotho. Kuze kweqe ngokunethezeka amazinga we-3%, ngokusho kwezibikezelo zezinhlangano eziphambili zamazwe omhlaba. Kufike ezingeni lapho inikeze khona abathengi abathathe isinqumo sokuthatha isimo sabo esikhethekile njengabatshalizimali. Kuzo zonke izinhlobo zokuvikeleka, kusuka kokuhamba kakhulu kuya kwamabhange, kufaka phakathi lawo avela kubuchwepheshe obusha. Akunakulibaleka ukuthi kulezi zinyanga eziyisikhombisa zokuqala izikhundla zabathengi zizibeke ngokusobala kulabo abathengisa.
Ukunyakaza kwebhizinisi emakethe yamasheya
Futhi yonke imisebenzi yezezimali eye yathuthukiswa phakathi kwamalungu ama-indices emakethe yamasheya ayinakubonwa. Kusukela ukuhlanganiswa okuningi noma okuncane okumenyezelwe emabhidini wokuthatha imali ngokuya ngokuvame kakhulu, agcwalise ingxenye yokuqala yalo nyaka ngezindaba. Kokunye, ngokubuyekeza okufanele kukhulunywe ngakho, kepha kwezinye ngokukhungatheka okusobala kwezintshisekelo zabatshalizimali abancane nabaphakathi. Ngoba sekuke kwaba khona nokunyamalala enkombeni ekhethiwe kazwelonke, njengasesimweni esaziwa kakhulu esibe yiBanco Popular. Kunoma ikuphi, kusobala ukuthi izimali zikazwelonke ziyaqhubeka nokuhlinzeka izindaba kubasebenzisi bazo zonke izindlela ezingenzeka.
Ukungabaza ngokuqhubeka kwe-bullish
Kodwa-ke, njengamanje okunye kokungabaza okuphakanyiswe izimakethe zezezimali ukuthi engxenyeni yesibili yalo nyaka kuzokwenzeka yini bamba lesi sigqi ukukhula kwentengo yamasheya. Ngoba kubonakala sengathi kungahle kube nekhefu, njengoba kukhonjiswa ezinsukwini zokugcina. Noma ukulungiswa kokuqina okukhulu kusizakala ngokuthatha amaholide engxenyeni yabatshalizimali abancane nabaphakathi. Okungenani ngesikhathi esifushane nangaphambi kokucacisa ukungabaza okuthile okuvela ezimakethe zezezimali.
Kunoma ikuphi, kubonakala kucace bha ukuthi i-Ibex 35 yakhe ukumelana okusobala kakhulu ku- amazinga amaphuzu angu-10.600 XNUMX. Izothatha isinqumo sokuthi phakathi nengxenye yesibili yonyaka amazinga aphezulu angatholwa kwikhotheshini yamanani. Njengoba kungenjalo ngale ndlela, ungabona ngisho noshintsho olukhulu kuthrendi yamasheya. Njengoba abahlaziyi abaningana bezezimali bamemezele ezinyangeni ezedlule. Kuzoba ngelinye lamaphuzu okuzodingeka ukuthi liqondwe kusuka manje.
Okwamanje, izikhala zokuthenga zihlala zinjalo, kepha akwaziwa ngokuqiniseka ukuthi le nhlangano izokwazi ukuqhubeka isikhathi esingakanani. Ngamafuphi, kuzoba enye yezinselelo ezinkulu okuzodingeka ubhekane nazo ebuhlotsheni bakho nezwe lemali elihlale liyinkimbinkimbi. Ngoba empeleni, noma yini ingenzeka ezimakethe zezezimali ngoba phela sikhuluma ngemakethe yamasheya. Futhi lena ingenye yezimfihlakalo zayo ezinkulu futhi ngasikhathi sinye isisusa. Lapho uzoba nguwe kuphela ozodinga ukuthatha isinqumo sokuthi yini okufanele uyenze ezimakethe zezimali ukwenza ukulondoloza kube nenzuzo. Ngemuva kokuhlangenwe nakho okuqoqwe engxenyeni yokuqala yalo nyaka onzima ukuthi kudingeke uphile ekutshalweni kwemali.