- Ukuhlaziywa kwamathuba okukhula kwezomnotho oguqukayo kanye nendima ye-BRICS.
- Ukuhlolwa kwezingozi ze-geopolitical, inflation kanye ne-liquidity ezihlobene nalezi zimpahla.
- Amasu okutshala imali asebenzisa izimali zenkomba, ama-ETF, ukuphathwa okusebenzayo kanye nokuthengwa kwesitoko okuqondile.
Uma ufuna ukunikeza isikhwama sakho imali eningi futhi udlulele phambili, kungenzeka ukuthi uke wahlangabezana nenketho yokubheka izimakethe ezikhulayoLezi zifunda sezibe yindawo yokukhosela abatshalizimali abaningi abanganelisekile ngenzuzo eqondile yezomnotho ezivuthiwe futhi abafuna lokho ukukhushulwa okwengeziwe kwenzuzo ukuthi amazwe kuphela akhula ngokushesha anikeza lokho.
Asikhulumi ngamazwe agcwele ubumpofu, kodwa ngezomnotho ezikuleso simo. iphuzu lokuguquka eliphakathibeshiya isigaba sentuthuko ukuze bazame ukuhlala etafuleni lamandla omhlaba. Kuyindawo evundile, yebo, kodwa futhi kuyindawo ende lapho ukuguquguquka kuyinto evamile Futhi akuyona into ehlukile, ngakho-ke kungcono ukusebenzisa uhlelo oluchazwe kahle.
Ziyini ngempela izimakethe ezisafufusa?
Kalula nje, lezi yizindawo zomnotho eziguqukela ekubeni yisibonelo se- izwe elithuthukileLo mqondo awumusha; waqanjwa emuva ngawo-80 ngu-Antoine Van Agtmael ukuchaza amazwe afana neBrazil, i-India, noma i-China, ayeseqala ukukhombisa amathuba ezezimali aphazamisayo.
Okwenza lezi zimakethe zikhange kangaka ukuthi zivame ukuba ne- intuthuko yezimboni okuthuthukisa ukusetshenziswa kwekhaya. Ngaphezu kwalokho, ziyizimayini zegolide zangempela imithombo yemvelo ezivame ukungaxhashazwa ngokugcwele, okuzinikeza ithuba lokuncintisana elinonya kwezohwebo zomhlaba wonke.
Uma sizihlukanisa, sivame ukuzwa leli gama I-BRICS (iBrazil, iRussia, iNdiya, iShayina, kanye neNingizimu Afrika), okuyizona zizwe ezisindayo kuleli qembu. Kodwa-ke, kukhona okuthiwa Okungewona ama-BRICSAmazwe afana neMexico, iNingizimu Korea, iPoland, noma iTürkiye, yize engabusi umhlaba wonke, anayo ukukhula okuthembisayo kakhulu.
Izinzuzo kanye nezikhuthazi zokukhula
Ukutshala imali kulezi zifunda kunenjongo ecacile yesu: ukuhlukahluka kwezindawoAkuhlakaniphile ukufaka wonke amaqanda akho ebhasikidini elilodwa (njenge-US noma iYurophu), futhi ukubheka e-Asia noma eLatin America kukuvumela ukuthi ubambe amaqanda akho. inzuzo yabantu abasebasha lokho kukhuthaza ukusungula izinto ezintsha kanye nokukhiqiza.
- Ukwanda kokusetshenziswa: Ukuvela kwesigaba esiphakathi esiqinile kubangela ukuthi isidingo semikhiqizo nezinsizakalo sikhule kakhulu.
- Ukuqamba okusha kwezobuchwepheshe: Intuthuko kwezobuchwepheshe kula mazwe ivame ukushesha kunasemazweni athuthukile, okuvumela ukuthuthukiswa okukhulu kwengqalasizinda kanye nezinsizakalo zedijithali.
- Ukukhula kwe-GDP: Kuvamile ukuthola amazinga okukhula komnotho ephakeme kakhulu kunalawo aseNtshonalanga, asekelwa yi- izinga lesikweletu eliphansi kwezinye izimo.
Izingozi ongeke uzishaye indiva
Akusikho konke ukukhanya kwelanga nezimbali. Noma ubani oza kulezi zimakethe kumele aqaphele ukuthi ukungazinzi kwezepolitiki Kuyisici esihlala njalo. Ukushintsha kukahulumeni ngokuzumayo noma ukushintsha komthetho kungabangela ukuthi ukuqiniseka okusemthethweni zinyamalale ngokuphazima kweso.
Elinye ikhanda elibuhlungu yileli ukushintshashintsha kwemaliUma imali yendawo yehla uma iqhathaniswa ne-euro noma idola, inzuzo yakho ingashabalala noma ngabe inkampani oyitshalile imali ikhuphuke ngenani. Lokhu kukhuliswa yi... ukwehla kwamandla emali okuqhubekayookunciphisa inani lemali futhi okwenza kube nzima ukubikezela kwesikhathi eside.
Ekugcineni, kukhona inkinga ye- ukungabi khona kwemaliKwezinye zalezi zimakethe, abathengi nabathengisi ababaningi njengaseNew York Stock Exchange, ngakho-ke ukususa isikhundla esikhulu ngaphandle kuthinta intengo yempahla Kungaba yinselele enkulu.
Ukuhlaziywa kwamathuba amanje kanye nezombusazwe zomhlaba
Namuhla, isimo sithonywe kakhulu ukungezwani phakathi kwe-United States ne-China. Isibonelo, i-India idlule i-China ngama-equities ngenxa ye- ukungena okukhulu kweselula kanye nentsha, yize izilinganiso zabo seziphezulu kakhulu futhi zidinga ukukhetha kakhulu.
Ngakolunye uhlangothi, iShayina isalokhu iyisiqhwaga esine- imakethe yabathengi basekhaya izinkampani ezinonya, nezobuchwepheshe ezifana neTencent ezinokugeleza kwemali okufiselekayo, kodwa ingozi yezepolitiki kanye nomthelela we izinqumo zeFederal Reserve Zidala ukungaqiniseki okuqhubekayo.
Asikwazi ukukhohlwa isenzakalo se- eduze kokudobaAmazwe afana neMexico neVietnam ayazuza ezinkampanini ezifuna ukuhambisa amafektri azo zisuka eShayina zisondele e-US, okwenza lezi zindawo... abazuzi ngqo bokuhweba ngaphandle kwezwe.
Indlela yokufaka imali yakho ezimakethe ezisafufusa
Uma unesifiso sokungena kulo mdlalo, unezindlela eziningana kuye ngokuthi uzimisele ukuthatha ingozi engakanani. Inketho elula kakhulu... izimali zokutshalwa kwezimali ezikhonjisiwe, eziphinda izinkomba ezifana ne-MSCI Emerging Markets, ezikuvumela ukuthi uhlukanise umkhiqizo owodwa.
Uma ukhetha into enamandla kakhulu, Ama-ETF amasheya Zilungele kakhulu ngoba ziyaguquguquka futhi zikuvumela ukuthi uhlose izindawo ezithile, njengomkhakha wezezimali waseShayina noma igolide. Kulabo abafuna ukuwina imakethe, i- ukuphathwa okusebenzayo Yilokho okubalulekile; umphathi onolwazi angalindela ukunyakaza kwezinkomba kanye nezinkampani zokuhlunga ngokusekelwe ku- Izindinganiso ze-ESG (ezemvelo, ezenhlalo kanye nokuphatha).
Kwabanesibindi esikhulu, kukhona ukuthengwa ngqo kwamasheya kusukela kuma-giants afana ne-Taiwan Semiconductor noma i-Alibaba, noma ngisho nokuthengwa kwe- imali engenayo engaguquki yemakethe esafufusa ngamabhondi avela kulezi zifundazwe.
Isihluthulelo sempumelelo kulesi simo ukugcina indlela ehlelekile neqondileUkuhlanganisa izinkomba zenzuzo nenqubo eqinile yokwakha iphothifoliyo. Kungakhathaliseki ukuthi ngesikhwama esiphethwe ngenkuthalo noma nge- isikhwama sokutshala imaliKungcono kakhulu, umuntu akufanele athonywe yimfashini kanye lungisa ukuvezwa kuye ngokubekezelelana kwezingozi komtshali-zimali ngamunye.
