Kodi kuli koyenera kugula FXCN - Funso lotchuka kwambiri la makasitomala athu. FXCN ndi maziko a index, ndiye kuti, kubetcha pamsika waukulu waku China - yankho silovuta kwambiri.
M'nkhani ya lero tidzakambirana:
- Chifukwa chiyani China chikupeza zinthu zina zachuma;
- Chifukwa Chomwe Yuwa akupitiliza kulimbitsa dola;
- Chifukwa chiyani makampani achikunja amasinthidwa;
- Chifukwa chiyani fxcn ndi yokongola kugula.
China - patsogolo pa ena onse
Popeza kutsegulira kwa malonda ochokera kumayiko akunja ndi kuwononga ndalama ndi kusintha kwa msika waulere mu 1979, China yakhala imodzi mwazinthu zachilengedwe zokulirapo padziko lapansi, pomwe kukula kwa chaka ndi chaka ndi 9.5% mpaka 2018 . World Bank inkatchedwa China dziko loti "Kukula Kwambiri Kwambiri Pamagulu Akuluakulu M'mbiri."
Kukula kotereku kololedwa ku China pafupifupi kukachulukitsa GDP ya zaka eyiti ndipo kunathandizira kubweretsa anthu pafupifupi 800 miliyoni kuchoka pa umphawi. China yakhala chuma chachikulu kwambiri padziko lonse lapansi (kutengera kugula kwamphamvu), opanga, zinthu zamalonda ndi ndalama zosungira ndalama.
Ngati mungayang'ane data, China imakulabe katatu mwachangu kuposa United States ndi Europe:
Tikuwona kuti, ngakhale kuti ku Europe ndi United States, chaka ndi chaka chonse chuma cha Ritai chimachepetsa. Izi zimatchedwa "Msampha Wopanda Sitima." Dziko likagwiritsa ntchito choyendetsa chochuluka kwa zaka zambiri, kenako dalaivalayu sanathere, ndipo chindapusa cha kuchuluka kwachuma chimakwaniritsidwa.
Mpaka 2015, dalaivala uyu anali mtundu wa fakitale. China idapereka ntchito yambiri yotsika mtengo pamsika komanso mwayi wotseguka kuti ugulitsidwe. Zotsatira zake, ku China, makampani ambiri ambiri adatsegula - Apple (Nasdaq), aapl), Geyse: PM), PG), CG), Coca-Cola ( Nyse: ko).
Ndondomeko yolola ku China kuti ikope makampani apamwamba komanso kupeza zatsopano. Palibe chinsinsi cha mitundu yayikulu ya zolowe m'malo mwazinthu zodziwika bwino ku China. Ichi ndi chabwino kwambiri pa chitsanzo cha opanga mafoni. Makampani awiri akulu kwambiri ndi achi China. Ndipo Huawei ngakhale agonera apulo ndi voliyumu yamsika:
Nthawi yomweyo, mtundu wobadwa wa zinthu zapadziko lonse lapansi wafotokozedwayo, choncho mu 2015 oyang'anira aku China adatengera kutsimikizika ndi kutsimikizika pazatsopano - ".
Pulogalamuyi ikutanthauza kusintha kuchokera ku kupanga katundu wachilendo kupangidwa kwawo. China idatsimikiza magawo 10 omwe angalole dzikolo kukhala malo olimba mu "kusintha kwa mafakitale a mafakitale". 5 Mwa iwo tsopano ali a magawo othamanga kwambiri:
1. luntha lamphamvu
2. Zinthu za pa intaneti
3. Kubowola
4. Kuphunzira kwamakina
5. Green mphamvu, kuphatikiza osankha.
China ndi Covid-19
Kumayambiriro kwa 2020, Covid-19 komanso mavuto ake azachuma anali makamaka ngati mavuto omwe akukhudza China. Tsopano China tsopano akhala amodzi mwa mayiko ochepa omwe apambana kufalitsa kachilomboka, ndipo chuma chokha chomwe chidawonetsa kukula kwa GDP kumapeto kwa 2020. Chiwerengero cha Cornavirus Odwala ku China pafupifupi sichikukula:
Vanguard mu malo oyambira akuyembekeza kukula kwa GDP mu 2021 pamlingo wa 9%:
Ndi lingaliro ili lavomerezedwa ndi Goldman Sachs. Gs akuneneratu kukula kwachuma kwa China pansipa pa 7.5%, komanso mu mtundu wake wa China - chuma chofulumira kwambiri:
Poyerekeza, pakufufuza kwaposachedwa kwa Fed, akatswiri aluso akuyembekezera kukula kwa US GDP pa 421, ndipo kudyetsedwa komwe kumakhala kochepa kwambiri kuposa kukula kwa GDP.
Chiwerengero chonse: Chuma cha China chikulonjeza kwambiri m'zaka zikubwerazi.
China imalamulira kuwira pamsika wamasheya
Mutu wa Bank of Central Bank adanena kuti China idzapereka chidwi ndi mfundo za ndalama za ndalama mu 2021, ndipo masitepe aliwonse oti athetse njira zolimbikitsa azikhala ndi vuto laling'ono pazachuma.
Banki ya China ya China idasokera 78 biliyoni (madola 12 biliyoni) a chilengedwe choyera kudzera mu ntchito yake yotseguka - yomwe ku banki intral Bank ndi Banking omwe amapereka ngongole.
Banki yapakati ya China ikuyesera kuletsa kukula kwa msika. Buku la Chitchaina Cine CI 300 Mlozera zimakwaniritsa zizindikiro zapamwamba kwambiri kuyambira pa 2008 zapadziko lonse lapansi. Izi zidachitika chifukwa cha kuchuluka kwa ndalama zomwe amafufuza ndalama kuchokera pazotsatira za Arovirus. Onse, kuyambira pa Marichi 2020, malinga ndi nthawi yazachuma, $ 150 biliyoni zosokera ku China Bank Bank, komanso ndi banki yapakatikati pa Bank of Central Bank, yomwe idasunga inflation pamlingo wotsika. Zotsatira zake, ndalama sizinangolowa m'matangadza, komanso zomangira:
Chifukwa cha izi, index ya China yakula ndi 10% kuyambira pachiyambi cha chaka, koma mutatha kuyikapo madzi atatsika ndi maxima oposa 15%. Nthawi yomweyo, a NASTAQ 100 adatsika ndi 7% kuchokera pamlingo wokwera chifukwa cha kuchuluka kwa zokolola za zaka 10:
Komabe, ndikofunikira kumvetsetsa kuti kuchepa kwa index ya Chinese kumalumikizidwa ndi ntchito yolosedwa ya Mlangizi wa China. Bank ya Central Central ingobwereranso ku "Zabwino" Zachuma Pambuyo pa kufooka kwawo mu 2020 chifukwa cha Covid-19. Ndiye kuti, iyi ndi nthawi imodzi yomwe ikuyembekezeredwa chifukwa cha "kusinthana" kwa malamulo a masewerawa. Kuphatikiza apo kukula kwa msika udzatsata kubwezeretsa chuma cha China.
Zotsatira zake, tikulowa m'malo mwa makampani achikunja, chifukwa ndi ma analogi otsika mtengo ku USA:
Yekhayo amene agogoda ndi kupendekera.
Chipwirikiti chonse: Chikopa cha Blue Chinese ndi chotsika mtengo kuposa ma analogi aku America.
Yuan adzalimbitsa dola
The FEDED of United States ikupitiliza kuchititsa ndalama zofewa ndikuyesera kuti kuchulukana kwa zaka 10:
Ngati ndi mwachidule, ndiye kuti chiphunzitso cha ndalama zazaka 10 ndi zinthu zopanda ngozi komanso maziko a kuwerengera zomwe zimagwiritsidwa ntchito pazinthu zina, kuphatikiza magawo. Magawo ndi chinthu chowopsa kuposa zomangira, chifukwa chake, ngati zokolola zomangira zikukula, ziyeneranso kukula ndi zokolola zomwe zingakhale zogawana. "Phindu" pa stock imatsimikizika ndi inicator ya E / P, popeza e akutanthauza phindu kwa miyezi 12 yapitayo, P ikhoza kusintha phindu la zomwe achite. Kukula kwa zokolola zomwe zimafunikira E / P ndizofanana ndi kutsika kwa p / e chizindikiro - ndiye kuti, kufupika kwa magawo pansi.
Zotsatira zake, Fed akuyesera kuti apewe kugwa kwakuthwa pamsika wamasheya, kusindikiza ndalama ndikugula zomangira. Ndikofunikira kumvetsetsa kuti kukwera kwakukulu kumayenderana ndi kusindikiza ndalama mosalamulirika komanso kugawa anthu awo. Nthawi yomweyo, zokolola ndi zokolola za zaka 10 zikukula chifukwa cha kukula kwa inflation:
Ku China, vuto lotere silinawonedwe. CHINA, m'malo mwake, zimachepetsa mphamvu pamsika, ndi infortums yosangalatsa:
Kukwera kwambiri ku USA Kuyambiranso kusindikiza kwa ndalama ndi nsanamira ku China kudzabwera kudzalimbikitsa Yuan ku dollar. Zotsatira zake, mtengo wa makampani awa adzakulanso mu dollar yofanana, yomwe imawoneka yokongola kwa ogulitsa.
Chiwerengero chonse: Yuan apitiliza kulimbitsa dola.
Ndani amaphatikizidwa ndi fxcn?
Wellx MSCI China UCits etf USD Galamukani kalasi (MCX: FXCN) ndi thumba lochokera ku Russian Homer Wopereka Makampani aku China. Muli zonse, thumba la makampani 210, ndipo kulemera kwakukulu kumakhala ndi magawo atatu: katundu wa tsiku ndi tsiku, telecom ndi ndalama. Ntchito ya maziko ndi 0,9% pachaka.
Pali makampani awiri mu thumba, ophatikizidwa kwathunthu 34% ya Index - Tencent ndi Alibaba:
Zosemphana.
(OTC: Tcehy) ndi imodzi mwa makampani akuluakulu padziko lonse lapansi. Tencent imayang'anira ntchito zosiyanasiyana: Masewera am'manja, amithenga, nyimbo, masitolo azamalonda, E-E-T-Pamalonda. Mdziko lapansi, mapelenti amadziwika kuti ali ndi vuto la UCHAT - Masewera Akuluakulu Kwambiri a mthenga wachi China komanso wachiwerewere - wopatsa mphamvu League wa nthano. Magawo amapezeka pa stable ya SPB yangosinthanitsa ndi ogulitsa oyenerera okha.
Libaba.
(NYSE: Baba) -
Komanso m'modzi mwa makampani akuluakulu aukadaulo padziko lonse lapansi. Alibaba achitapo kanthu mu E-Commerce (Tabada, Aliexpress), mitambo yamitambo (yamitambo ya Lilibaba) imapereka ndalama zothandizira pa intaneti (alipo) ndipo makampani ambiri.
Alibaba ndi Tencent ndi osewera awiri achi China. Amachita nawo kanthu za osewera ang'onoang'ono ndipo potero amawonjezera mbiri yawo yogulitsa ndalama. Makampani ena onse ku China alibe mphamvu zotere, motero osewera awiriwa ndi a Betts ofunikira ku China.
JD.com.
(Nasdaq: JD) Kodi imodzi mwa makampani akuluakulu akuluakulu kwambiri ochokera ku E-Commerce.
MeITAAN.
-Kodi.
—
Kampaniyo idapangidwa ndi Metutaan (OTC: Mpngf) (kutumiza katundu kuchokera pa intaneti) ndi dianing (malo odyera ndi ena ogulitsa ntchito). Kampani imangogulitsa basi ku Hong Kong stock.
China chomanga.
. Kupezeka kokha ndi ogulitsa oyenerera.
Kuyika Inshuwaransi
(OTC: PSAY) ndiye gulu lalikulu kwambiri la inshuwaransi padziko lonse lapansi. Kuphatikiza pa inshuwaransi, kugwirako ntchito kumayendetsa ntchito za katundu ndi banki. Kupezeka kokha ndi ogulitsa oyenerera.
Baidu.
(Nasdaq: Sudu) - kampani yomwe ili ndi injini yovuta kwambiri ku China, pakusaka Bay 98% ya ndalama za kampaniyo zimagwera ku China.
ICBC.
(HK: 1398) - Banki yayikulu kwambiri ya China, imaphatikizidwa m'mabanki 4 apamwamba kwambiri. Zochita zimagulitsidwa ku Shanghai ndi Hong Kong Stock.
Nio.
(Nyse: Nio) - Wopanga Wachinene waku China wamisala. Komanso Nio ali pachibwenzi ndi magalimoto awo ndikugulitsa malo amagetsi pamagalimoto amagetsi. Kupezeka kokha ndi ogulitsa oyenerera.
Ke gwiritsani ntchito.
. Magawo amapezeka ku New York Stock Exchart.
Zotsatira zake, ndalama za ku Russia zomwe sizikhala ndi ziyeneretso zomwe sizingogula magawo atatu kuchokera pamwamba pa 10: Alibaba, JD ndi Baidu. Palibe chosowa pamndandandawu - m'modzi mwa osewera amsika waku China, komanso osewera atatu samazigwiritsa ntchito moyenera.
FXCN ndiyo njira yabwino kwambiri yopangira ndalama ku China
Zotsatira zake, tili ndi ma mako ena atatu kuti avale makampani achikunja:
1. Chuma chofulumira kwambiri mu 2021.
2. Kulimbikitsidwa Yuan ku dola.
3. Kusakhazikika kumakampani ofanana ku United States.
Koma palinso magwiridwe angapo mokomera FXCN:
1. Makampani ambiri aku China sapezeka kwa ogulitsa osavomerezeka.
2. Thupi limapereka kusiyanasiyana makampani 210.
FXCN ndi chida chosavuta kwa omwe amapereka ndalama zambiri zaku Russia, monga, kumbali imodzi, imalola wogulitsa kuti agonere ku China kudzera mu Derovolio, yomwe imakupatsani mwayi wofooka ruble ku dollar.
Nkhaniyi yalembedwa mogwirizana ndi Katswiri Dmitry Newbikov
Werengani nkhani zoyambirira za: kuwononga ndalama.com