Kusukela ngoJanuwari, uDonald Trump empeleni uzoba ngumongameli omusha wase-United States. Kuningi okungaziwa okufanele kwaziwe futhi okunye kwakho kumayelana nokuthi kuzokwenzekani ngamasheya ngesikhathi sakhe, okungenani iminyaka emine ngaphambi kwelinye lamandla amakhulu omnotho emhlabeni. Ayikho induku yomlingo yokuqagela lesi simo. Kepha yebo ngokuqondene bona ezinye izinkomba mayelana nokuthi kungaba yini amanani amahle kakhulu ngesikhathi seTrump.
Okwamanje, ukwamukelwa okunikezwe izimakethe zezezimali kube kuhle, ngakolunye uhlangothi nolunye lwe-Atlantic. Ngokuqondile, imakethe yamasheya yaseMelika ithokozele cishe 2% ezinsukwini ezilandela ukuvota. Ngokuphikisana nalokho abanye abahlaziyi bezezimali abalondoloze. Kuhlanganisa neqiniso lokuthi kuzoba nokuphahlazeka okukhulu kumasheya. Ekugcineni, bekungenjalo, futhi kungaqhubeka nokuqhubeka ngaphansi komkhuba obheke phezulu lapho izinkomba zawo eziyinhloko zesitoko zikhombisa kuze kube manje.
Awukwazi ukuvikela esikhwameni nangaphansi ngalokhu okuguqukayo. Kepha noma ngabe yikuphi, ozokwazi ukukwazi ukuthi yimikhakha engazwela kakhulu ekwenzeni kangcono ezimakethe kunayo yonke eminye. Kungaba yinoma yimuphi umkhondo onawo wokuthi kufanele ukwenze kanjani ngokusemthethweni ukutshalwa kwezimali emakethe yamasheya kusukela manje kuqhubeke. Ukuze ngale ndlela, uthuthukise isu elifanele lokutshala imali ukuze imali yokonga ngendlela engcono kakhulu.
UTrump: ethola isikhwama
Into eyodwa okufanele uyazi ukuthi unyaka wokuqala kukhethwa umongameli e-United States ngokomlando awuguquguquki futhi uyinkimbinkimbi. Akumangalisi ukuthi izimakethe zezimali zilinde ukuqokwa kwabo kanye nezinyathelo zabo zokuqala zezomnotho. Ngokwalo mbono, akufanele ulindele izilinganiso ezinkulu, njengalezo ezenziwe ekuzivocavoca okwedlule. Impela ngeke ibe khona.
Okungenzeka ukuthi ukungena okuphezulu emakethe yamasheya aseMelika kuyaqhubeka. Okusho ukuthi, qhubeka nokwaziswa. Kepha qaphela kakhulu, ngoba ngemuva kokudlula i- ukuphakama kwesikhathi sonke Ngeke kube yinto engavamile uma kukhona ukulungiswa okuqinile kumanani abo. Ingozi ukuthi kungaholela ekushintsheni kwesimo. Ukusuka ku-bullish kuya ku-bearish. Uma kunjalo, amathemba akho otshalo-mali azoba mahle kakhulu. Ngeke ube nokunye ongakwenza ngaphandle kokuhlala kude nezimakethe zezimali, mhlawumbe isikhathi eside.
Kunoma ikuphi, kuzofanele silinde izinyathelo zokuqala zikaTrump ukubona ukuthi impendulo yokugcina yemakethe yamasheya ithini. Kuyisimo esiguquka kakhulu lapho kungenzeka khona noma yini. Kumele uqaphele konke okwenzekayo ukuze ungabanjwa kulo mdlalo. Kulesi simo, kungcono kakhulu ukuthi ukhethe ezinye izimakethe zokulingana ngaphambi kweMelika. Ngaphandle kwenye inhloso ngaphandle kokonga imali oyongile.
Njengamanje imakethe yaseMelika ayidlali ngokuzinza ngokuya ngokuhlukahluka okuthile kwezombusazwe. Ukushintshashintsha kwamanani abo kungaba yinto ejwayelekile ekuziphendukeleni kwabo emakethe yamasheya kusukela manje kuqhubeke. Ngakho-ke, kufanele uqaphele kakhulu uma uzovula izikhundla kwamanye amasheya abo. Ukuze ulondoloze imali oyongile ngeziqinisekiso ezinkulu zempumelelo.
Amanani anamathemba amahle
Ukuqala kombuso kosopolitiki weRiphabhulikhi onempikiswano kuzokhipha okulindelwe okuphezulu kokukhula kumanani athile wezimali. Kuzofanele zithole ukuze uzuze ezenzweni zabo ezimakethe zezezimali. Ingakhiwa kufayela le- ithuba uyazi ukuthi ungazikhetha kanjani izinhlobo zokutshala imali ezifanele kakhulu kulesi sikhathi. Ngenye yezinto ezinhle ongazithola kulokhu kuqokwa.
Omunye wemikhakha ongabamba lo mkhuba yilowo oxhunyaniswe kakhulu ukusetshenziswa kwezokuvikela ngenjwayelo. Amandla ayo okwazisa angaba mnandi kakhulu kunezinye iziphakamiso zemakethe yamasheya. Kuzoba khona ukuphazamiseka okuncane kuphela nokuthi kuzodingeka uye emalini yaseMelika uma ufuna ukuba nezinkampani ezahlukahlukene ezinalezi zici. Ngamakhomishini athe xaxa kunalawo asetshenziswe ezimakethe zaseYurophu.
Enye ingxenye yebhizinisi engenza kangcono kunezinye kusukela manje kuya phambili yilezi ezokwenza imithi. Isizathu ukuthi ungathembela kuzikhuthazo ezinkulu zentela ezisohlelweni lukamongameli omusha. Uma kunjalo, bekungeke kumangaze - uma kungagcwaliseka - ukuthi bathathe izinyathelo ezibalulekile zokuya phezulu ukubingelela lezi zimali izinkampani ezixhumene nalolu hlu lwebhizinisi ezizoba nazo.
Abenzi bensimbi bangamangala
Kepha uma kunomkhakha ohlomulile ngokufika kukaDonald Trump, lokho akuyona enye ngaphandle kwalokhu izinkampani ezixhunywe ngensimbi. Ukubheja kokuthenga okucacile ngalesi sikhathi. Eqinisweni, ezinye zazo sezivele ziqala ukukhuphuka ngamandla akhethekile kuzo zonke izimakethe zezezimali. Ithuba lokuthi bazobeka imikhawulo kokungeniswa kwamaShayina okungenayo yimbangela yale njabulo evela kubenzi bensimbi.
Kulokhu, uzoba nesiphakamiso esilula kakhulu ukusigcwalisa kusuka ezimakethe zokulingana zikazwelonke. Kuzoba ngokuthengwa kwamasheya we I-Arcelor okusohlwini lwenkomba yokulinganisa yaseSpain, i-Ibex 35. Futhi okwamanje engabaluleki kakhulu, enezaphulelo ezinamandla emananini ayo. Ukufika ezingeni lokuthi kungaya kumazinga asondele kuma-euro ayishumi ngesabelo ngasinye.
Ngaphezu kwalokho, luchungechunge lwamagugu okujikeleza abonakala kahle ngezikhathi zokukhula komnotho emhlabeni. Ukwenza kangcono kakhulu kunabanye abancintisana nabo. Kunoma ikuphi, kungaba ngesinye seziphakamiso ezihleliwe zokuthuthukisa iphothifoliyo yakho yokutshala imali esikhathini esimaphakathi. Ezinye izinkampani zensimbi zize zisabalalise isabelo esincane kubaninizabelo. Yize ingekho imishayo ephakeme ngokweqile, futhi kunoma ikuphi ngaphansi kwe-5% enikezwa ngabomshwalense, izinkampani zikagesi noma izinkampani zokuxhumana ngocingo.
Ukutshalwa kwezimali kwingqalasizinda
Okunye okungahlosiwe yinqubomgomo kaTrump, ngokohlelo lwakhe lokhetho, ukuthi kuzothuthukiswa utshalomali olunamandla kuzo zonke izinhlobo zengqalasizinda ngesikhathi sakhe. Njengoba bekungeke kube kuncane, izinkampani zokwakha zizophinde zibe ngomunye wabazuzi balesi sifiso sokuvuselela umnotho nangaphezulu. Akumangalisi ukuthi lokhu kukhuphuka kwevolumu yebhizinisi kuzoba nokubonakala kwayo kokuqala emananini alezi zinkampani ezibalulekile kunoma yiliphi izwe.
Futhi kulesi simo, Izinkampani zokwakha zaseSpain (I-ACS, i-OHL, iFerrovial noma i-FCC) ingaba nokuthile engakusho kuleli banga lemisebenzi yomphakathi. Kuze kube seqophelweni lokuthi kungaba yinto entsha yokubakhuphula intengo ezinyangeni ezizayo. Ngeke kube isu elibi lokutshala imali ukuzibeka kunoma yisiphi salezi ziphakamiso zemakethe yamasheya ukuthola ama-euro wokusebenza kwakho emakethe yamasheya. Kuhle kusuka ezimakethe zikazwelonke noma ezinye zomhlaba.
Enye yezinzuzo zaleli su ukuthi unamamodeli amaningi webhizinisi ongakhetha kuwo. Lokhu kuzosivumela isinqumo sakho kwesinye sezingxenye ezizosuswa ekusetshenzisweni kwemali komphakathi ngakolunye uhlangothi lwe-Atlantic. Akumangalisi ukuthi izinkampani zokwakha zingenza kangcono kakhulu kuneminye imikhakha yempilo yebhizinisi e-United States. Kufanele futhi ukunake ukukhulisa iphothifoliyo yakho kusuka ngonyaka ozayo.
Mhlawumbe futhi nomkhakha webhange
Yize kungamangaza abatshalizimali abaningi abancane nabaphakathi, kufaka phakathi wena, uhlelo lokubhanga lungaphuma kahle kulolu khetho lukamongameli. Kulokhu, izisusa kuzofanele zihambe ziyofuna uMongameli Trump abe ongenele kancane ngokuya ngomthethonqubo. Lokhu kugqanyiswa ngumbiko weCredit Suisse. Ubufakazi bazo ukuthi izikhungo zezezimali kube yizo ebezithokozelwa kakhulu uma imiphumela yokhetho yaziwa. Kwezinye izimo eziqondile kakhulu, ukufinyelela ukwazisa kokubalwa kwemali ekushiseni kwamanani abo kusondele ku-5%.
Inqubo efanayo yilezo izinkampani ze-biotechnology ezingazithuthukisa. Ngesikhuthazo esengeziwe sokuthi bangakhuphuka ezimakethe zezezimali ngaphezu kweminye imigqa yebhizinisi lendabuko. Futhi nokuthi bavezwa kakhulu ezenzweni zabatshalizimali abanolaka kakhulu. Noma ngabe banokucabanga njengecebo ekusebenzeni kwabo. Ngokunyakaza okufishane nokusheshayo nalabo abangathola inzuzo ephezulu ekuthengeni amasheya abo,
Ngaphandle kwale mikhakha, kunzima kakhulu ukubheka ezinye izindlela ezimakethe zamasheya ukusizakala ngomphumela kaDonald Trump. Kunoma ikuphi, kudinga uchungechunge lwezenzo ezinobungozi obukhulu futhi lokho kuzodinga intukuthelo enkulu ekulandeleni kwayo. Yize umvuzo ongawuthola ungakufanelekela uma ukhetha lezi zinkampani ezikhethekile.
Ngeke kumangaze uma bekhombisa ukuguquguquka okuphezulu kunokujwayelekile ezinsukwini ezimbalwa ezizayo. Ngaphandle kokusetha umkhuba ocacile kuze kuphele ukungabaza okuningi okulethwa uhlelo lwezomnotho lukamongameli omusha wase-United States. Mhlawumbe ngisho izingcaphuno zabo zingakudukisa ngesikhathi esithile. Ngakho-ke, imisebenzi yakho yokuthenga kufanele yenziwe ibe semthethweni ngaphansi kweminikelo yemali elinganiselwe kakhulu. Noma mhlawumbe njengokuncoma ezinye izimali ezinamandla ngokwengeziwe ngemali eyabelwe.
Ngazo zonke lezi zinto eziguqukayo kuzofanele uphile kusuka manje kuqhubeke. Okungenani uma uzoya emakethe yamasheya eWall Street. Njengomphumela wazo, isinqumo sakho kufanele sicatshangelwe kakhulu. Kepha lapho amathuba amasha ebhizinisi ezohlala evela emakethe yamasheya.