Ukwehla kwamandla omnotho emhlabeni jikelele, eYurophu futhi, nakanjani, eSpain kungena ngokuphelele kuma-panorama ezinkampani ezibhalwe ezimakethe zezimali. Kuze kube seqophelweni lokuthi lezi zibikezelo zikhuluma ngesimo esingalindelekile emnothweni wamazwe omhlaba. Ukunqoba imiphumela eyenziwe ku ukuphahlazeka kwama-29 futhi nasenkingeni yezomnotho yowezi-2008. Ngobudlova obufana kakhulu nesimo sempi kunezinye iziqephu zesimo sezimali ebesizijwayele kakhulu kuze kube manje, njengoba kukhonjisiwe yizinkomba zomnotho eziyinhloko kwikota yesibili yalokhu unyaka.
Kunoma ikuphi, kufanele kuqashelwe ukuthi ezimweni zokwehla kwezimakethe ezimakethe zezimali, into enengqondo kakhulu ukuyenza ukubamba imali kuze kube amanani entengo angcono atholakala kwikhotheshini yayo noma kuze kuvele izimpawu ezikhombisa ukuphela kwalokhu. Yize ubeka engcupheni yokuwela ezimweni ezingavamile ezingenza inani lihle kakhulu ngokulahleka okulandelayo esitatimendeni sakho semali engenayo. Kuvame ukulinda kuze kube yilapho intengo yamasheya inikezela ngamanani aphansi futhi ahlehlisiwe ukuze kube mnandi ukuthenga kusukela manje. Okuthile okwamanje okungavunywa, yize kungaphansi kokungenzeka kakhulu.
Ngakho-ke, kuwukuhlakanipha ukukhetha ifomula ehlanganisa ukuphepha kanye nokulingana kwengozi njengecebo lokugcina amanani anikelwe, ikakhulukazi kulezo zikhathi ze-bearish. Lapho kulula khona kunokuthi ukuzuza kwemali encane okutholwe baba ngezikhathi ezimbalwa zemakethe yamasheya ngokubomvu komtshali-zimali, nenkinga-ke yokuthi kufanele athengise ngokukhubazeka noma angene ajule kuzo. Ukusiza abatshalizimali abancane nabaphakathi ukwenza izinqumo, sizokhombisa futhi sihlaziye ukuthi yimiphi imikhakha evuna kakhulu ukuthatha izikhundla kulezi zikhathi eziyinkimbinkimbi ezimakethe zokulingana, kuzwelonke nangaphandle kwemingcele yethu.
Imikhakha eminingi ye-bullish: ubuchwepheshe
Kungokuba yindlela yokuphila yezintshisekelo zabatshalizimali abancane nabaphakathi. Ngokuphikisana nesikhathi samanje sokuvela kwama-indices wesitoko ajwayelekile kakhulu noma wendabuko. Isibonelo esicacile salo mkhuba simelelwa yinkomba ekhethiwe yezinkampani zobuchwepheshe e-United States, i- Nasdaq. Igcine ukuthambekela kokuya phezulu kulo nyaka onzima, noma ngabe kukancane nje, ngokwazisa konyaka okungaba ngu-2%. Ngezinkampani ezethula ukwanda kwamanani azo kumadijithi aphindwe kabili lapho zimelela okwamanje, hhayi ikusasa, kepha ngokusobala okwamanje kubatshalizimali. Ezigabeni ezahlukahlukene, njengokuqukethwe kwezokuzijabulisa, isoftware nezinye ezinezici ezifanayo.
Ngenkathi ngakolunye uhlangothi, kungakhohlwa ukuthi lawa mavelu wemakethe yamasheya asizakala kakhulu kulokho okulindelwe okwenziwe kuwo ngalo mzuzu oqondile. Nge- Isidingo esikhulu maqondana nezinye izikhathi ezijwayelekile futhi lokho kungadonsela izimakethe zezezimali ngaphezu kwezinye iziphakamiso ezimakethe zamasheya. Kuze kube seqophelweni lokuthi bakha ingxenye enkulu yamaphothifoliyo okutshalwa kwezimali akhuthazwa ngabalamuli abehlukene bezezimali ababona kulezi zivikele amathuba wangempela ebhizinisi okwenza ukonga kwabo kube nenzuzo kulesi sikhathi samanje. Ngethuba lokubuyekeza elingaba nentshisekelo enkulu kusukela manje kuqhubeke.
Amanani womkhakha wemithi
Akungabazeki ukuthi bayizinkanyezi ezinkulu zezimakethe zezimali ngenxa yokubuyekezwa okukhulu abaye babhekana nakho kulezi zinsuku zokuhweba. Ngokuzuza kwemali ngaphezulu kwe-10% Ezimweni eziningi, nalapho ingxenye enhle yokugeleza kwemali efuna izindawo zokuphephela kuye kwaqondiswa ukubhekana nalesi simo esibi esenzeka ezimakethe zezimali, okungenani esikhathini esifushane. Lapho eziningi zalezi zinkampani zibandakanyeka ekwenzeni ukwelashwa kanye nemithi yokugoma ye-coronavirus ngakho-ke kwakha ukulindelwa okuqinile phakathi kwabatshalizimali abancane nabaphakathi kulezi zinsuku ezinzima zokuhweba zabo bonke abasebenzisi. Ngakolunye uhlangothi, ngalesi sikhathi ngeke sikwazi ukuthi lawa manani angamila kakhulu ezimakethe zezezimali ngalesi sikhathi esiqondile.
Amagugu omkhakha wemithi, ngakolunye uhlangothi, abonakala kwezinye izikhathi ngokungazami okukhulu lapho enza amanani abo. Kepha ukuthi ezimweni zamanje benze le nkinga ubuhle obungasetshenziswa ngabatshalizimali abancane nabaphakathi abathathe izikhundla ekuqaleni kwale nkinga yezomnotho ebangelwe ukwanda kwe i-coronavirus emhlabeni wonke. Futhi ukuthi ezimweni eziningi, izinkampani zabo ziye zaphakamisa amanani amaphakathi emazingeni acishe abe yi-15%, okuyizinga eliqhathaniswa nokulahleka okukhulu okukhiqizwe kusuka kwezinye izibambiso, ezimakethe zikazwelonke nangaphandle kwemingcele yethu. Njengoba kuwumkhakha owanda ngokusobala kulezi zinsuku njengengxenye enhle yezimali eziqoqwa ngabatshalizimali kuwo wonke amaphrofayli okusebenza.
Kukhona njalo ama-electrics
Lapho kukhulunywa ngamasheya okuzivikela noma okulondolozayo, ngeke kuze kulibaleke ukuthi amasheya kagesi ahlala ekhona ukuze athathe izikhundla kulezi zimo eziyinkimbinkimbi kakhulu ezimakethe zokulingana emhlabeni wonke. Zingcono kakhulu izindinganiso zendabuko zokuphephela futhi zisebenza kangcono kunezinye ezimeni ezingezinhle, njengasesimweni samanje. Ngenkathi ngakolunye uhlangothi, singekhohlwe ukuthi kube yiwona wodwa umkhakha wemakethe yamasheya ogcine izinzuzo zawo ezingashintshi ezizokwabiwa kubaninizabelo. Ngenzuzo emaphakathi, engaguquki neqinisekisiwe leyo ifinyelela ku-6%, futhi lokho kungaba yisizathu sokuthengwa kwabatshalizimali abancane nabaphakathi. Noma kungenjalo neze ukukhuphuka kwabo bekumangalisa, ngaphandle kokufinyelela ekukhuleni kwansuku zonke ngaphezu kwe-3%, ngaphandle kokungajwayelekile.
Okunye okufanele kubhekwe kumanani omkhakha kagesi ukuthi banikela ngomugqa ophindayo webhizinisi ngoba amakhaya nezinkampani zidinga insizakalo yazo. Ngalo mqondo, uhlupheka kancane futhi kungaba yisikhuthazo sokuwafaka ekubuyekezweni okulandelayo kwephothifoliyo yethu yokutshala imali. Ukuvikela ukutshalwa kwemali ngempumelelo enkulu esikhathini esinzima njengamanje njengoba sidlula ekuthuthukisweni kwaleli gciwane emkhakheni wokuphefumula okhubaze umnotho womhlaba wonke. Ngakho-ke, asikwazi ukwehluleka ukufaka lezi zinkampani ezisohlwini ngesikhathi sokuthatha isinqumo sokuthi yiziphi izibambiso okufanele sizithole ezinkampanini zezimali. Naphezu kokuwa kwayo okukhulu ngenyanga ka-Ephreli futhi lokho kuholele, ngokwesibonelo, Qeda kusuka kuma-euro angama-26 kuya kwangu-15 kusabelo ngasinye.
Esinye isiphephelo: ukudla
Kuyathakazelisa ukuthi ngaphakathi kwenkomba ekhethiwe yezimali ezweni lethu, i-Ibex 35, inani kuphela eligcina ukuthambekela okucacile phezulu I-Viscofan. Kuze kube manje kulesi sikhathi sekubuyekezwe ngamaphesenti angaphezudlwana kuka-10%, ukulawula ingxenye enkulu yokuthengwa okwenziwe ngabatshalizimali abancane nabaphakathi nendawo kulezi zikhathi ezinzima kuwo wonke umuntu. Akumangalisi ukuthi ihlanganiswe nenye yezinhlaka ezithandwayo kula masonto ngokwandisa ukuthengisa kwayo phakathi kwabantu abadinga ukuthi imikhiqizo yayo idlule ekuvalelweni. Ngokwalokhu kubuka, kuyindlela enhle kakhulu ukuvikela izintshisekelo zethu ezweni eliyimali eliyinkimbinkimbi njalo, ikakhulukazi kulezi zinsuku ezihlukile esiphila kuzo. Lokhu kusho ukuthi, athengwa kakhulu kunokuthengiswa ngakho-ke angaphakathi kwe-radar yethu ngaphandle kwezinkinga eziningi ekukhuleni kwawo.
Ngakolunye uhlangothi, lo mkhakha emakethe yamasheya ubonakala kulezi zinsuku ngokuhola ukwanda kwezinsuku zokuhweba eziyinkimbinkimbi kakhulu. Kuze kube seqophelweni lokuthi bakhiqize ibhalansi evumayo kusukela ekupheleni kukaMashi, futhi kunoma yisiphi isimo, ngaphezu kweminye imikhakha efakiwe kuzinkomba eziyinhloko ezimakethe zezimali. Ngevolumu yokuqashwa ekhuphuke kakhulu emasontweni adlule. Yize, ngokwesibonelo, ku-Ibex 35, kuphela inkampani yeViscofan ekhona njengokubaluleka kwalezi zici. Yize ukubuyekezwa kwalezi zinsuku zesitolo esikhulu seDia nakho kuhlaba umxhwele, futhi kudonse intshisekelo yephrofayili echazwe kakhulu kubatshalizimali abancane nabaphakathi.
Yize ekugcineni, kufanele sigcizelele ukuthi kufanele sikhumbule ukuthi omunye wemiphumela okufanele sibe nayo yokuphahlazeka okwenzekile ezimakethe zomhlaba wonke ukuthi kusukela kulo mzuzu kufanele sikhethe kakhulu ukuthengwa kwamasheya ngokulingana izimakethe. Futhi imikhakha esiyivezile ingaba yisibonelo salo mkhuba esiqonde kuwo. Kuzo zonke, kukhona amathuba angempela ukuze ukonga kwenziwe inzuzo kusuka ezinhlotsheni ezahlukahlukene zamasu okutshala imali.