Esinye sezilahleko ezinkulu sonyaka odlule ngokungangabazeki kube yimikhiqizo etholakalayo yemali engenayo enikeze imbuyiselo engemihle cishe kuzo zonke izimo. Kwanele ukukhumbula ukuthi konke izimali zokutshala izimali okuncike kule mpahla yezezimali kwehliswe inani ngalesi sikhathi. Okuthile okwakwenzekile iminyaka ethile. Ngokuqondile ngonyaka lapho izimali ezingenzanga kahle neze. Lapho inkomba ekhethiwe yamasheya aseSpain, i-Ibex 35, ishiye ngaphezu kwe-10% yenani layo elisohlwini.
Kunoma ikuphi, imiphumela engemihle kakhulu ihambisane nezimpahla zezimali ezisuka kumholo ohleliwe. Ngezinhlobo zayo ezahlukahlukene kakhulu, kusuka ezikweletini zezinkampani kuya kwizibopho ezivelayo, zonke ziphawulwe ngezazo kucace kwemvelo engemihle ezimakethe zezimali. Kulo nyaka omusha, lo mkhuba ojwayelekile kulindeleke ukuthi uqhubeke, yize kungenzeka ulahlekelwe ngamandla. Kunoma ikuphi, kunezinxenye zemali engenayo engaguquki engavela kusukela manje kuqhubeke.
Enye yezinhloso zanoma yimuphi umtshalizimali omncane naphakathi kuzoba ukuthola lezi amathuba ebhizinisi ngaphakathi komkhakha obalulekile wemali engenayo. Lapho kuzobaluleke kakhulu ukubhekisisa ukuthi yimiphi imikhiqizo enamandla okukhula acishe abe nozinzo eminyakeni embalwa ezayo noma, ngokuphambene nalokho, lawo asezingeni eliphansi kakhulu eliyoqhubeka ngokungenakuphika phakathi nezinyanga ezizayo noma ngisho neminyaka. Ngokulimala okulandelayo kwiphothifoliyo yakho elandelayo yokutshala imali.
Imali engenile
Vele, omunye wemikhiqizo ethandwa kakhulu njengamanje amabhondi abizwa ngokuthi yi-peripheral bond futhi lokho kusho isikweletu somphakathi se- amazwe latin wezwekazi elidala. Phakathi kwazo kukhona iPortugal, i-Italy, iGrisi kanye neSpain. Bayingxenye yengxenye enhle yezimali zotshalo-mali ezisuselwa emholweni ongaguquguquki futhi, njengakweminye imikhiqizo yezezimali, babe nonyaka omubi ezimakethe zezezimali. Ngokuncipha okukhulu kwezimpahla zabo zezezimali futhi lokho sekuholele ababambiqhaza abaningi ukuthi balahlekelwe yimali eningi kunalokho obekulindelwe kulezi zindlela zokutshala imali.
Kunoma ikuphi, amabhondi asemaphethelweni angumkhiqizo wemali engaguquki oyingozi ngenxa yobuthakathaka bezomnotho wezizwe eziphethe le mpahla yezezimali. Kodwa-ke, uma bethola izikhundla zabo, kungaba enye yezindlela ongakhetha kuzo yenza imali inenzuzo Ngalo nyaka lokho kuyinkimbinkimbi kakhulu ezimakethe zemiholo ezihleliwe. Ngalo mqondo, kungaba ngesinye sezimanga ezinkulu ezinyangeni ezizayo uma ezinye zezinkinga lezi ezinazo zilungiswa futhi zihlawulisa izikweletu zabo zomphakathi ezihambisanayo. Kunoma ikuphi, kuzoba ngomunye wemikhiqizo okufanele uyicabangele kusukela manje kuqhubeke.
Izibopho zokukhiqiza okuphezulu
Impela uyazi ukuthi lezi zibopho beziphakathi kwezinzuzo kakhulu ngezikhathi ezihambisanayo phakathi konyaka ka-2014 no-2017. Kuze kube seqophelweni lokuthi baziwa yingxenye enhle yabenzeli bezezimali njengamabhondi akhiqiza kakhulu. Yize njengoba ungacabanga, izingozi zayo nazo ziphakeme kunezinye. Ziyingxenye yezikhwama eziningi zokutshala imali ezisuselwa emholweni ongaguquguquki futhi zixhunyaniswe nezinkampani kanye nengxenye enkulu yezindawo nezomnotho emhlabeni jikelele.
Yebo, yizibopho zalezi zici futhi ezivezwa e-Asia ezingaletha inzuzo ephezulu kakhulu kulezi zikhathi eziqondile. Ikakhulu, ngoba bayethula amanani akhanga kakhulu futhi akukho kungabaza ukuthi kushibhile okwamanje. Ngokuyinhloko ngoba lapho nje ukungezwani kwezohwebo neChina kunciphile, bazoba nempendulo enhle ezimakethe zezezimali. Ngokuthi kungenzeka babe ngesinye sezimanga ezinkulu kulo nyaka omusha osanda kuqala.
Enye indlela: isikweletu esivelayo
Ukubheja okukhulu ohlangothini lwabahlaziyi bezezimali, yize ngakolunye uhlangothi ukubheja kotshalo-mali kunengozi enkulu kunazo zonke. Akumangalisi ukuthi amaphesenti abo aqine ngandlela thile. Akunasisekelo esiphakathi nalolu hlobo lotshalo-mali olukhethekile njengalolo olusuka emazweni asafufusa. Ngakolunye uhlangothi, okunye okufanele kubhekwe ukuthi akuzona zonke izimakethe ezisafufanayo ezifanayo. Hhayi ngendlela efanayo Isikweletu saseBrazil kunaseChina. Kuyiqiniso ukuthi ezimweni zombili ziyavela, kepha zinemvelo ehluke kakhulu njengoba ungaqonda ngezizathu eziningi nezinhlobonhlobo.
Ngakolunye uhlangothi, kufanele ubone ukuthi isikweletu esivelayo sibhekene nenkinga enkulu engacindezela ukukhetha. Unyaka owedlule u-2018 ube yimbudumbudu yangempela ezimakethe ezisafufusa ezilethe izinjabulo nokudumazeka. Nge ukuguquguquka ekulinganisweni kwabo obekuqine kakhulu engxenyeni enhle yezinyanga ezedlule. I-Argentina, iBrazil neTurkey yizibonelo ezimbalwa nje zamazwe abesebenza kakhulu ngalesi sikhathi esikhetheke kakhulu semali engaguquki ngokujwayelekile.
Ukuguquka
Kunoma ikuphi, u-2019 angaba yindawo yokuguqula lezi zimpahla ezibalulekile zezimakethe zezimali. Kunoma ikuphi, konke kubonakala kukhombisa ukuthi kusukela manje zonke izimo sezikhona ukuthi isikweletu esivelayo sibe ngalesi sikhathi okuqinile ngokwengeziwe ukwedlula izivivinyo ezedlule. Ngoba impela, u-nadir uyangabaza ukuthi kungaba ngenye yezimanga ezinkulu ukuthi lo nyaka omusha osanda kuqala ngeke uze. Futhi ngenzuzo imbuyiselo engayinikeza ithakazelisa kakhulu kunaleyo yamanye amabhondi noma imikhiqizo yemali engenayo engaguquki.
Ngakolunye uhlangothi, okuthiwa amabhondi ahlala njengenye indlela ibanga lokutshala izimali, yize zizoba ngcono izikhundla ezivulekile kangcono eYurophu Isizathu esiyinhloko e-US ukuthi ukukhula kwempi yezohwebo kuhlehlisiwe ngakho-ke esinye sezinkinga ezinkulu emakethe yalezi zici ezikhethekile sisusiwe. Ngakolunye uhlangothi, akukwazi ukukhohlwa ukuthi amanani asezingeni elikhangayo futhi kunesikhala sezimanga ezinhle nokuncipha kokusabalala. Ukufika ezingeni lokuthi banganikeza injabulo engaphezu kweyodwa kubatshalizimali abancane nabaphakathi kusukela manje.
Izibopho zezimali eziphephile
Kusalokhu kuhlaziywa amabhondi amakhulu, okungaba ngumkhiqizo ozinzile kakhulu ukubhekana nawo ngaphandle kwezinkinga ezeqile. Ngaphandle kokuthi unyaka wezimali u-2018 uphele ngo- impendulo engemihle neze, ngisho nasezimalini zotshalo-mali ezihlanganise iphothifoliyo yazo yokutshalwa kwemali nezinye izimpahla zezezimali ezinokubaluleka okuthile. Lokho wukuthi, ngamamodeli axubekile phakathi kwamasheya nemali engenayo engaguquki. Ngenkathi ngakolunye uhlangothi, kulula kakhulu ukukhumbula ukuthi le fomethi yokutshala imali ayihambi ngezikhathi ezinhle kakhulu. Uma kungenjalo, ngokuphambene nalokho, futhi lokho kudala ukuthi kubuye kuvezwe ezingcupheni eziningi nezinamandla okungaholela ekulahlekelweni ngama-euro amaningi endleleni eholela ekupheleni konyaka okusha.
Ngakolunye uhlangothi, lesi sigaba sezibopho ezaziwa kakhulu sibonakala ngenzuzo yaso ephansi ezikhathini ze-bullish. Lapho kumaka amaphesenti athile afakiwe kwimfoloko ehambayo cishe 2% kuya ku-4%. Lapho kuzoba nzima kakhulu ukuthuthukisa lezi zimaki ezincane zokulamula. Ngaphandle kokuthi kube noshintsho emnothweni wamazwe omhlaba futhi lokho kuzoncika ezingeni lokukhula emnothweni wamazwe omhlaba ikakhulukazi e-United States nasendaweni ye-euro.
Ukwehla komnotho emhlabeni
Okokugcina, kufanele kuvezwe ukuthi ukugqugquzelwa kwesabelomali nokuqiniswa kwezimo zezimali kuzodlala indima ebaluleke kakhulu ekwenziweni kokuvela kwalezi zimpahla zezimali ezisezingeni lokuqala. Ngoba impela, umbono weFed kulo nyaka idayiwe emnyama kunikezwe ukuvela kwezimpawu ezithile zokwehla komnotho kolunye uhlangothi lwe-Atlantic. Ngaphandle kokunye ukucatshangelwa kwezobuchwepheshe kuze kube yilapho ikwazi futhi ukusuka ekubukeni kwezisekelo zayo. Noma kunjalo, kuzodingeka ukuthi kubhekwe nakho ukuze kwakheke iphothifoliyo elandelayo yokutshala imali ngokuya ngemali engenayo engaguquki.
Maqondana nalokhu, iqiniso elibalulekile lokuthi izigaba eziningi zamafa zithumele izimbuyiselo ezingezinhle, kuyilapho izimpahla zemali ze-USD zedlula amabhondi nezimali okokuqala ngqa kusukela ngo-1992, akunakushaywa indiva nganoma iyiphi indlela. Iqiniso elibaluleke kakhulu elingakaze libonwe iminyaka eminingi nokuthi inganquma ukusebenza kwezimpahla ezehlukene zezezimali kusukela manje kuqhubeke. Ngomqondo owodwa noma omunye, futhi ukuze uvule izikhundla, ngokuzimela noma ngezimali zokutshala imali ezisuselwa kumholo ohleliwe. Okungukuthi, ngemuva kwakho konke, yini abatshalizimali abancane nabaphakathi abafuna futhi abayifunayo. Kusele izinyanga eziyishumi nambili kuphela ukuqinisekisa leli qiniso.