Kuchulukitsa kwa phindu la maboma kuthyola misika yomwe ikubwera

Anonim

Kuchulukitsa kwa phindu la maboma kuthyola misika yomwe ikubwera 6238_1

Mobwereza pamisika yomwe ikubwera, yomwe imadzutsa mitengo yazinthu zochokera ku Minima of Coronacrisris yomaliza masika, ndikuyezetsa mayeso akulu kwambiri kuti athe. Kukula kwa chiwongola dzanja chakumadzulo kwa United States ndi mayiko ena otukuka adakakamiza ogula kuti akumbukire zomwe zachitika mu 2013, pomwe mawu a Federal Reserve Dongosolo la Kufunafuna Mapulogalamu Omwe Akubwera Kumisika Yakutuluka.

Ogulitsa adalanda

Mndandanda wa MSCI, womwe umaphatikizapo magawo a makampani omwe akutukuka kumene, adakwera kumapeto kwa 90% ku Peach yakale sabata yatha. Kukula kunali kwakukulu chifukwa cha chikhumbo cha ogulitsa kuti athe kupeza zokolola zambiri zomwe zimapangitsa kuchepa kwa ziweto zomwe zidapangidwa m'mbiri.

Komabe, kugwa m'mitengo ya boma m'misika iyi kuyambira pa 2021, anakhumudwitsa kwambiri phindu, adayamba kukhala ndi zovuta pamsika wotuluka. Mweta wa MSC

"Sitikukayikira kuti kukula kwa zokolola padziko lonse lapansi kumayamba kulingalira pamisika ya zinthu zina. Zomaliza zomwe tsopano tikufunikira ndikugulitsa kwakukulu m'misika ya zomangira ndi masheya pamsika wapadziko lonse wa ndalama zapadziko lonse lapansi m'misika ya bulauni.

Kuchulukitsa kwa phindu la maboma kuthyola misika yomwe ikubwera 6238_2

Katswiri wina amayerekezera zomwe zikuchitika kuyambira pa 2013, pakukula m'masika omwe akubwera, omwe amaperekedwa mwamphamvu ndi ndalama zakuthambo zomwe wadyedwa, adayamba kupanga made. Malinga ndi tani, nthawi ino idadyetsedwa ikhoza kuyesa kutsimikizira misika yomwe imachitika mopitirira muyeso yothana ndi mliri idzakhala yoluntha kwambiri ndipo pang'onopang'ono.

Pomwe kukakamizidwa kwa ogulitsa kumakula. Msika wa China, kuwonetsa zina mwazopindulitsa chifukwa chachuma chachuma cha dzikolo, adafunsa zolimba sabata yatha. Mndandanda wazomwe amagawana nawo makampani akuluakulu kwambiri a CSI 300, omwe adachitika pamsika wa February 18 mpaka 591 mfundo, adagwa kumapeto kwa Lachisanu mpaka 5% (kutsika kwa 10%). Chinect Technology Index pa shenzhen stocks stocks otayika 13%.

Mndandanda wa MSCI dollar unagwera ndi 8% kuyambira pa February 15.

Pakadali pano, dzina la Brazil Bovepa, lomwe latsika kale kuyambira Januware, m'masiku aposachedwa, pomwe Purezidenti wa Zhair Blantar adachotsedwa ntchito yayikulu, akuti akuyika General m'malo mwake. Magawo a zotupa amagwera pa 20%.

Matenda achi Russian ndi RTS ifika maxima pa Januware 11-15. Kenako adatsikira, koma pakati pa February, akubwerera ku zilembo za mbiri yakale, adayesa kuthana nawo. Sizinagwire ntchito. Kuchepa kwa magawo 15.30 pa malonda Lachisanu anali 4-6%.

Zofunika Kusintha

Ogulitsa ena ndi akatswiri ena amakhulupirira kuti ziyembekezo zabwino zazachuma zamayiko atalandira katemera zimatanthauzira zoopsa zomwe zimakhudzana ndi chiwongola dzanja chamisika padziko lapansi. "Mutha kutsutsana ndi kuchuluka kwa ndalama zotayika kapena kuchepetsedwa, koma poganizira za katemera, Kuwala kumapeto kwa ngalandeyo kuli kale, atero Tom Clark, mnzake ndi manejala wa Makina a William Blair Investment Costament Commolio. "Izi ndizomwe zimasintha kwambiri pamsika ndi ndalama za mayiko omwe akutukuka" kwabwinoko, amakhulupirira.

Komanso, Clark amakhulupirira kuti kusintha kwakusintha kwachitika. Pamaso pa mliri motsutsana ndi misika yakubwera, zinthu zingapo zoyendetsedwa: Chitetezo ku United States ndi maiko ena angapo, kukula kwa kusamvana pakati pa United States ndi China, kusatsimikiza mogwirizana ndi brexit. Tsopano mavuto onsewa ndi ololedwa kapena ocheperako, malinga ndi clark. "Kwa zaka zingapo panali nkhawa pazinthu zolimba za chuma cha China, ndipo - zotero: ngakhale chaka chatha, iye anasonyeza bwino.

Sikuti mayiko onse omwe akutukuka kumene, adzatuluka mu mliri wabwino. Chimodzi mwa zinthu zofunika zomwe zingafotokozere zomwe ziwonetserozo zimatha kupereka ndalama zogulitsa.

Gawani opambana ndi otayika

Malinga ndi kusanthula nthawi zomwe zachitika kale, ndalama zakunja (FDI) zidagwa chaka chatha padziko lapansi, koma kusunga pamlingo wabwino ku Asia. Mwachitsanzo, ku India, mwachitsanzo, adanyamuka ndi 4% ndi 13%, motsatana. Ali ku Africa ndi Latin America, kugwa kwamphamvu pakati pa zigawo zonse kunadziwika m'magawo ambiri a FDI, kuphatikizaponso kuchuluka, ndalama zogwirira ntchito ndi zomwe zimapanga ntchito).

Ogulitsa ndalama amathandizidwanso ndi ndalama zotsutsana ndi ndalama zoperekedwa ndi maboma adziko. India, makamaka, kuchuluka kwa boma kuwononga maofesi a 50% poyerekeza ndi pafupifupi zaka 10 zapitazi. Ku Brazil, komwe ndalama zoterezi zimatsalira kwambiri kwa zaka zambiri, yankho lalikulu la mliri wagwiritsidwa ntchito popereka - sizopindulitsa kwa akuluakulu aboma ku malingaliro andale, koma osafunikira kuti atsimikizire chitukuko. Kukula kwachuma kwanthawi yayitali.

Kuchulukitsa kwa phindu la maboma kuthyola misika yomwe ikubwera 6238_3

Paul Corbilleee, mbiri yodziwika bwino m'misika ya Boston amrners, imatcha Mgwirizano wa Coronus

Zoyembekeza Kwambiri

Monga m'misika yotukuka, kukulitsa omwe amapereka ndalama amasamalira mosamala makampani aukadaulo. Kwa chaka chathachi, tesla amagawana ndi 350%. Pomwe magawo a wopikisana naye aku China a Nio, amakopanso ku New York, yemwe anali wopitilira 1000%.

M'magulu ena, ogulitsa anaika ziyembekezo zowonjezera zokhudzana ndi kukula kwamtsogolo mu mitengo, chifukwa chake mawu aluso ndi malingaliro a mtengo wa makampani angapo akuwoneka kuti akupitilira. Amawona kuthekera kopeza ndalama zotere, monga, mwachitsanzo, a ndege zachigawo, omwe ndalama zambiri amalemba ngongolezo chifukwa choletsa kuyenda.

"Tsopano tikuchita ndi zotsatira za mantha ochokera ku Kovida. Corndilel anati: "Sanathebe, sanathe.

Adamasulira mikhail overchenko

Werengani zambiri