Birakwiye kugura FXCN - ikibazo kizwi cyane kubakiriya bacu. FXCN ni urufatiro rwerekana, ni ukuvuga, bemeza ku isoko ryigishinwa - kubwibyo igisubizo ntabwo cyoroshye.
Mu ngingo y'uyu munsi tuzasesengura:
- Impamvu Ubushinwa burenze ubundi bukungu;
- Kuki Yuan akomeje gushimangira amadorari;
- Impamvu ibigo byabashinwa bidahabwa agaciro;
- Impamvu FXCN ishimishije guhaha.
Ubushinwa - imbere y'abasigaye
Kuva gufungura ubucuruzi nubucuruzi bwamahanga hamwe nisoko ryisoko ryubusa muri 1979, Ubushinwa bwabaye bumwe mu bukungu bwihuta cyane ku isi, mu gihe iterambere ryukuri ryibicuruzwa byihuta (GDP) ku kigereranyo cyari 9.5% kugeza 2018 kugeza 2018 . Banki y'isi yise igihugu c'Ubushinwa "kwiyongera kwihuta mu bukungu bunini mu mateka."
Ubwiyongere nk'ubwo bwemereye Ubushinwa kugereranya gukuba kabiri GDP ye buri myaka umunani kandi ifasha kuzana abantu bagera kuri miliyoni 800 mu bukene. Ubushinwa bwabaye ubukungu bunini ku isi (bushingiye ku kugura amashanyarazi), abayikora, ibicuruzwa by'abacuruzi ndetse n'abayobozi b'ifaranga.
Niba urebye amakuru, Ubushinwa buracyakura inshuro 3 byihuse kuruta Amerika n'Uburayi:
Turabona ko, nubwo Uburayi na Amerika, guhera umwaka kugeza mu mwaka imikurire yubukungu bwa Ritai buratinda. Izi ngaruka zitwa "Umutego wo Kwinjiza." Niba igihugu gikoresha umushoferi umwe ukiri muto, noneho bitinde bitebuke uyu mushoferi ntabwaho, kandi impinga yurwego rwubukungu iragerwaho.
Kugeza mu 2015, uyu mushoferi yari icyitegererezo cy'uruganda. Ubushinwa bwatanze imirimo myinshi ihendutse ku isoko no gufungura amahirwe yo gushora imari. Kubera iyo mpamvu, mu Bushinwa, ibigo byinshi byinshi byafunguye umusaruro - Apple (NASDAQ: AAPL), Moteri rusange (NYSE: GM (NYSE: PG), Coca-Cola ( NYSE: KO).
Politiki ye yemereye Ubushinwa gukurura ibigo byikoranabuhanga mu misozi miremire kandi byunguke inzira zabo. Ntabwo ari ibanga ko ibirango byinshi byo gusimbura ibicuruzwa bimenyerewe byagaragaye mu Bushinwa. Ibi ni byiza kurugero rwumushinga wa Smartphone. Babiri mu masosiyete ane manini ni Abashinwa. Na Huawei ndetse barenze pome ku isoko ry'isoko:
Muri icyo gihe, icyitegererezo nk'iki cyatangajwe ku isi cyamaze kugaragara ubwacyo, bityo muri 2015 Abayobozi b'Abashinwa bemeje amabwiriza ashimangira guhanga udushya - "bikozwe mu Bushinwa - 2025".
Iyi gahunda yerekana guhinduranwa no gukora ibicuruzwa byamahanga kubisabwa binyuze mu guhanga udushya. Ubushinwa bwateguye imirenge 10 yemerera igihugu gufata umwanya ukomeye muri "Impinduramatwara ya kane y'inganda". 5 Muri bo ubu ni iy'imirenge yihinga cyane:
1. Ubwenge bwubukorikori
2. Ibintu bya interineti
3. robotisation
4. Kwiga Imashini
5. Ingufu z'icyatsi, harimo na electrocars.
Ubushinwa na Covid-19
Mu ntangiriro za 2020, Covid-19 n'ingaruka z'ubukungu zasuzumwe cyane nk'ibibazo bigira ingaruka ku Bushinwa gusa. Ubu Ubushinwa bwabaye kimwe mu bihugu bike byateguwe neza ikwirakwizwa rya virusi, kandi ubukungu bwonyine bwerekanye ko GDP izamuka muri 2020. Umubare w'intama urwaye mu Bushinwa hafi ntabwo ukura:
Vanguard mu bihe by'ibanze biteze imbere imikurire ya GDP mu Bushinwa muri 2021 ku rwego rwa 9%:
Hamwe niki gitekerezo cyumvikanye na Sachman Sach. GS ihanura ubukungu nyabwo bw'ubukungu bw'Ubushinwa munsi yumvikanye kuri 7.5%, ariko no muri verisiyo yubushinwa - ubukungu bwihuta cyane:
Kugereranya, mu bushakashatsi buherutse gukorwa ku Basesenguzi ba Fed, bategereje imikurire yo muri Amerika kuri 4.5% muri 2021, kandi isuku iriho 6%, ikiri munsi yo gukura kw'Abafaransa.
Igiteranyo: Ubukungu bw'Ubushinwa nicyo kigirira ikizere mu myaka iri imbere.
Ubushinwa bugenzura igituba ku isoko ryimigabane
Umuyobozi wa Banki Nkuru yavuze ko Ubushinwa buzirikana icyifuzo cya politiki y'ifaranga mu 2021, n'intambwe zose zo guhagarika ingamba zishishikaje zizagira ingaruka nke ku bukungu.
Banki y'Abaturage y'Ubushinwa yavuye muri miliyari 78 Yuan (miliyari 12 z'amadolari) yuburyo bwiza binyuze mubikorwa byayo bifunguye - inzira ya banki nkuru na sisitemu ya banki itanga indi nguzanyo.
Banki nkuru yubushinwa iragerageza kubuza iterambere ridafite ishingiro ryisoko. Igitabo cyigishinwa CSI 300 cyageze kumanota yo hejuru kuva ikibazo cyimari cya 2008. Ibi byabaye kubera urujya n'uruza rw'abashoramari bashakisha amafaranga y'abashoramari ku ngaruka za coronavirus. Muri rusange, guhera kuri Werurwe 2020, hakurikijwe ibihe by'imari, miliyari 150 z'amadolari yakuwe mu Bushinwa, haterwa inkunga n'ubukungu bukomeye, ariko kandi na Banki Nkuru ya Banki Nkuru, ikomeza ifaranga ku rwego rwo hasi. Kubera iyo mpamvu, amafaranga yaje gusa mububiko gusa, ahubwo yanatangaje:
Urakoze kuri ibi, igipimo cyigishinwa cyakuze na 10% kuva umwaka utangira, ariko nyuma yo kwibasira ingwate byagabanutse kuva muri Maxima kurenza 15%. Muri icyo gihe, kandi nasdaq 100 yagabanutseho 7% kuva kurwego ntarengwa kubera kwiyongera mumusaruro wimyaka 10:
Ariko, ni ngombwa kumva ko kugabanuka mumyandikire yigishinwa ifitanye isano nigikorwa giteganijwe cya redulator y'Ubushinwa. Banki Nkuru isubira mu mafaranga "isanzwe" nyuma yo guca intege muri 2020 kubera ko Covid-19. Ni ukuvuga, iki ni inshuro imwe iteganijwe kubera "bisanzwe" byamategeko yumukino. Ibindi gukura kw'isoko bizagenda nyuma yo kugarura ubukungu bw'Ubushinwa.
Nkigisubizo, ubu turimo kubona ingingo nziza mubigo byabashinwa, kuko ari ibigereranyo bihendutse muri Amerika:
Umwe wenyine ukomanga ni umucunde.
Igiteranyo: Igishinwa cyubururu gihendutse kuruta Ikigereranyo cyabanyamerika.
Yuan azashimangira idorari
Abagaburiwe muri Amerika bakomeje gukora politiki yoroshye y'amafaranga kandi iragerageza kwirinda inyungu mu gihe cy'imyaka 10 y'amavuko:
Niba muri make, hanyuma mubyatsi byimari yo mumyaka 10 ni umutungo wubusa utanga umusaruro hamwe nishingiro ryo kubara inyungu zisabwa zundi mutungo, harimo imigabane. Imigabane ni umutungo ushobora guteza akaga kuruta, niba umusaruro w'ingwate ukura, ugomba no gukura kandi umusaruro usabwa wo kugira imigabane. "Inyungu" kubigega bigenwa na E / P yerekana urugero, kuva e bisobanura inyungu mumezi 12 ashize, gusa p ushobora guhindura agaciro k'igikorwa. Ubwiyongere bwibikorwa bisabwa E / P bihwanye no kugabanuka kwa P / e, ni ukuvuga ko dusabira imigabane.
Nkigisubizo, Fed iragerageza kwirinda kugwa ityaye ku isoko ryimigabane, gucapa amafaranga no kugura inkwano. Ni ngombwa kumva ko ifaranga ryisumbuye rifitanye isano no gucapa kugenzurwa no gukwirakwiza abaturage babo. Muri icyo gihe, umusaruro kandi umusaruro w'imyaka 10 ugenda wiyongera kubera gukura kw'ifaranga:
Mu Bushinwa, ikibazo nk'iki ntirugaragara. Ubushinwa, ku rundi ruhande, bigabanya urwenya ku isoko, no guhagarara kw'ifaranga:
Ifaranga ryinshi muri Amerika muri rusange hamwe no gucapa amafaranga no gushyira mu gace mu Bushinwa bizaza gushimangira Yuan ku madorari. Nkigisubizo, ikiguzi cyibi masoko nacyo kizakura mumadorari gihwanye, gikurura abashoramari.
Igiteranyo: Yuan azakomeza gushimangira idorari.
Ni nde urimo muri FXCN?
Fefx Msci Ubushinwa UCIts EtF USD Gusangira Icyiciro (MCX: FXCN) ni ikigega cyatanzwe nabatanga neza mu Burusiya kubisosiyete y'Ubushinwa. Muri rusange, ikigega cy'ibigo 210, kandi uburemere nyamukuru butuwe n'imirenge itatu: ibicuruzwa byo gusaba buri munsi, itumanaho. Komisiyo ishinzwe urufatiro ni 0.9% kuri buri mwaka.
Hano hari ibigo 2 muri iki kigega, rwose hejuru ya 34% yimpapuro - tencent na alibaba:
Gutondeka.
(OTC: TCHY) ni kimwe muri rusange ku isi. Umuhango ucunga umubare munini wa serivisi zitandukanye: Imikino igendanwa, intumwa, umuziki, amakarita y'urubuga, amaduka ya e-ubucuruzi. Mw'isi, umuhango uzwi ku kiguzi cya WeChat - Intumwa nini y'Ubushinwa n'imikino yo muri Riot - Inkunga yatumye FOGUE YIMUGO. Imigabane iraboneka kumushinga wimigabane gusa nabashoramari babishoboye.
Alibaba.
(NYSE: BABA) -
Nanone rimwe mumasosiyete manini yikoranabuhanga kwisi. Alibaba yishora muri e-ubucuruzi (Taobao, Aliexpress), Kubara Igicu (Fibi Cloust) gitanga serivisi zimari (ALIPAY) kandi zifite serivisi nyinshi za interineti na sosiyete ya firime.
Alibaba na testnt ni abakinnyi babiri b'Abashinwa. Bafite uruhare runini mu kwinjiza abakinnyi bato bityo bongera portfolio yabo y'ishoramari ry'ingamba. Andi masosiyete yose yo mu Bushinwa ntabwo afite imbaraga nkizo, bityo abo bakinnyi bombi ni urufunguzo rwingenzi ku Bushinwa.
Jd.com.
(NASDAQ: JD) nimwe mubucuruzi bunini bwibigo kuva mu murenge wa e-ubucuruzi.
Metuan.
-Gukoresha.
—
Isosiyete yakozwe na Metuwan (OTC: MPngf) (Gutanga ibicuruzwa kuri enterineti) na Dianping (Restaurants hamwe nandi serivisi aggregator). Isosiyete icuruza gusa mungurana ububiko bwa Hong Kong.
Banki y'Ubushinwa.
(OTC: Cichy) - Rimwe mu mabanki manini mu Bushinwa n'isi, kuva 2015 yashyizwe ku rutonde rwa banki zikomeye ku isi. Kuboneka gusa nabashoramari babishoboye.
Ping Ubwishingizi
(OTC: PANGAY) nitsinda rinini ryubwishingizi kwisi. Usibye ubwishingizi, gufata bikorwa mubikorwa byumutungo na banki. Kuboneka gusa nabashoramari babishoboye.
Baidu.
. 98% by'imisoro yisosiyete igwa ku Bushinwa.
ICBC.
(HK: 1398) - Banki y'ubucuruzi nini y'Ubushinwa, yashyizwe mu mabanki ya 4 ya mbere y'Ubushinwa. Igikorwa gicururizwa muri Shanghai na Hong Kong Kungurana ibitekerezo.
Nio.
(Nyse: Nio) - Uruganda rukora abashinwa ba electrocars. Na Nio akora imirimo yo gutanga imodoka zabo kandi agurisha sitasiyo ya elegitoronike yo kwishyuza ibinyabiziga by'amashanyarazi. Kuboneka gusa nabashoramari babishoboye.
Keims.
(NYSE: Beke) - Serivisi za serivisi zumurongo na Offline ku isoko ryimitungo itimukanwa. Imigabane iraboneka kungurana amabuye ya New York.
Kubera iyo mpamvu, umushoramari w'Uburusiya udafite ibyangombwa ashobora kugura imigabane 3 gusa kuva hejuru - 10: Alibaba, JD na Baidu. Nta nahanitse kuri uru rutonde - umwe mu bakinnyi bakuru b'isoko ry'Ubushinwa, kandi abakinnyi batatu ntibatangiza neza.
FXCN nuburyo bwiza bwo gushaka amafaranga mubushinwa
Nkigisubizo, dufite macroprishes eshatu zo kwambara ibigo byabashinwa:
1. Ubukungu bwihuta cyane muri 2021.
2. Gushimagiza Yuan kumadorari.
3. Guha agaciro ku masosiyete asa na Amerika.
Ariko hariho na microprisime nyinshi ishyigikira FXCN:
1. Amasosiyete menshi y'Ubushinwa ntabwo aboneka kubashoramari batujuje ibyangombwa.
2. Ikigega gitanga gutandukanya ibigo 210.
FXCN nigikoresho cyoroshye kubashoramari benshi burusiya, kimwe, kuruhande rumwe, bemerera umushoramari kwiyemeza ku Bushinwa binyuze kurundi ruhande, kurundi ruhande, bigufasha gushora imari ya Ruble kumadorari.
Ingingo yanditswe ku bufatanye no gusesengura Dmitry Newteganya
Soma ingingo zumwimerere kuri: gushora.com