Kwiyongera mu nyungu z'ububiko bwa leta byavunitse igiterane mu masoko agaragara

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Kwiyongera mu nyungu z'ububiko bwa leta byavunitse igiterane mu masoko agaragara 6238_1

Rally mu masoko agaragara, ibiciro byazamuye cyane ku mutungo wabo uva muri minima wa coronacris, yahuye n'ikizamini cya mbere gikomeye ku mbaraga. Iterambere ry'inyungu z'isoko muri Amerika n'ibindi bihugu byateye imbere Kwibuka ibyabaye mu 2013, iyo hamenyekane uburyo bwa gahunda rusange bwo kwibutsa ibyabaye muri 2013, iyo hamenyekane uburyo bwa gahunda rusange bwo kwibutsa ibyabaye mu bushake bwo guhindura amafaranga igishoro gishinzwe gukusanya isoko.

Abagurisha barangije

Intungane ya MSCci isaranganya, ikubiyemo imigabane y'ibigo 18 ibihugu bikiri mu nzira y'amajyambere, byazamutse kuva hepfo ya 90% ku ntera y'amateka mu cyumweru gishize. Ubwiyongere bwatewe no kwifuza kubashoramari kugira ngo babone umusaruro mwinshi mu bihe aho ibipimo bikomeye byo gutera imigenzo yo hagati byatumye hagabanuka kw'inyungu mu masoko y'amateka.

Ariko rero, kugwa mu biciro bya Leta kuri aya masoko kuva ku ntangiriro ya 2021, byarakaje kwiyongera gukabije mu nyungu, batangira kugira ingaruka mbi ku masoko agaragara. Ironderero rya MSCI em ryaguye mu mpinga 5%, ibihugu bisa byagabanutse cyane - biturutse mu Bushinwa muri Turukiya.

Ati: "Ntagushidikanya ko gukura kw'imisaruro ku isi bitangira gutekereza ku masoko y'undi mutungo. Divate, umuyobozi w'ingamba w'abavandimwe bo mu iteraniro rya Forte, ku bavandimwe bo mu masoko ya Harnari.

Kwiyongera mu nyungu z'ububiko bwa leta byavunitse igiterane mu masoko agaragara 6238_2

Bamwe mu basesengura bagereranya uko ibintu bimeze muri iki gihe 2013, igihe gukura mu masoko bigaragara, ahanini biteganijwe muri politiki ya ultra-blass yagaburiwe, yatangajwe igihe yahisemo kubiryoha. Nk'uko Tina, iki gihe cyagaburiraga kugerageza kwizeza amasoko hafatwa ingamba zidasanzwe zo kurwanya ingaruka zacyo icyorezo zizatinda cyane kandi buhoro buhoro.

Mugihe igitutu cyabagurisha rukura. Isoko ryimigabane y'Ubushinwa, ryerekana bimwe mu bisubizo byiza mu gusubizwa mu buryo bwihuse bwo gusana ubukungu bw'igihugu, bibazwa cyane. Igipimo cyaho cyimigabane minini ya CSI 300 cyabaye kuri cyamunara amanota 189931, yaguye mu gufunga kuwa gatanu kugeza kuri 5336.8 (kugabanuka kwa 10%). Chinext Indangantego yikoranabuhanga kuri Shenzhen Ivunjisha Yatakaye 13%.

Ironderero rya MSCci ifarashi yaguye kuri 8% kuva 15 Gashyantare.

Hagati aho, index yo muri Berezile yamaze kuva mu ntangiriro za Mutarama, mu minsi yashize yaguye hafi ya 7%, igihe Perezida wa Zhairi yasekaga umuyobozi wa peteroli ya peteroli ya peteroli, maze ashyirwaho rusange kandi ashyirwaho rusange Ahubwo. Imigabane ya petrobras ubwayo yaguye arenga 20%.

Uburusiya Mosbier na Fers ibipimo byageze muri Maxima ku ya 11-15 Mutarama. Noneho baragabanutse, ariko hagati ya Gakeka, basubira mubimenyetso byamateka, bagerageje kubitsinda. Ntabwo yakoze. Kugabanuka hamwe ninzego ntarengwa 15.30 kuri cyamunara kuwagatanu yari 4-6%.

Impinduka zifatizo

Bamwe mu bashoramari n'abasesenguzi bemeza ko ibyifuzo byiza byo kugarura ubukungu bw'ibihugu bikiri mu nzira y'amajyambere nyuma yo gukingira bizahindura ingaruka ziterwa n'imyigishirize y'inyungu ku isi. Ati: "Birumvikana ko ushoboye, birumvikana ko impaka zerekeye igihembwe cyatakaye cyangwa cyigabanuka, ariko uzirikana urukingo, umucyo wa TOM CLATN, umaze kugaragara. Ubuyobozi bwa William Blair Ishoramari. Ati: "Ibi nibyo rwose bihindura byimazeyo ibintu biri mu isoko ryimigabane n'amafaranga y'ibihugu biri mu nzira y'amajyambere" mubyiza, yemera.

Byongeye kandi, Clark yemera ko impinduka zifatizo zibaho. Mbere y'icyorezo cyo kurwanya amasoko agaragara, ibintu byinshi byabajijwe: Gurinda muri Amerika no mu bindi bihugu byinshi, kwiyongera kw'amakimbirane hagati ya Amerika n'Ubushinwa, gushidikanya bijyanye na Brexit. Noneho ibyo bibazo byose birakemurwa, nkuko Clark abiteganya. Yongeyeho ati: "Mu myaka itari mike habaye impungenge zerekeye indege ikomeye mu bukungu bw'Ubushinwa, kandi - ku giti cye.

Ntabwo ibihugu byose bikiri mu nzira y'amajyambere, ariko, bizava mu gipomenye muburyo bwiza. Kimwe mu bintu by'ingenzi bizasobanura ibyifuzo byiterambere ryabo nubushobozi bwo gutanga ishoramari ritanga umusaruro.

Amacakubiri kubatsinze nabatsinzwe

Nk'uko isesengura ryakozwe mu bihe bya vuba, ishoramari ritaziguye (FDI) ryaguye mu mwaka ushize ku isi, ariko rikomeza ku rwego rwiza muri Aziya. Mu Bushinwa n'Ubuhinde, Urugero, bazutse 4% na 13%. Igihe yari muri Afurika no muri Amerika y'Epfo, kugwa gukomeye mu turere twose twagaragaye mu bice byinshi bya FDI, harimo imishinga ndetse no kugura, gutera inkunga umushinga no gushora imari).

Abashoramari nabo barabyitwaramo neza kubufasha bwamafaranga bwo kurwanya ibibazo biteganijwe na leta zigihugu. By'umwihariko, By'umwihariko, kongera amafaranga ya guverinoma ku bikorwa remezo na 50% ugereranije n'ibigereranyo mu myaka 10 ishize. Muri Berezile, aho ishoramari nk'iryo risigaye ku rwego rwo hasi, igisubizo nyamukuru kuri icyorezo cyabaye inkunga yo kunywa - intambwe ifitiye akamaro kubayobozi babitekerezaho, ariko bidafite akamaro kugirango iterambere Iterambere ry'igihe kirekire mu bukungu.

Kwiyongera mu nyungu z'ububiko bwa leta byavunitse igiterane mu masoko agaragara 6238_3

Paul Cornbillee, Portfolio yikinisha mu masoko yo kugaragara mu bafatanyabikorwa ba Boston, yita icyorezo cya Coronasic "ahantu hakoreshwa cyane ku buryo butera abatsindira n'abatsinzwe n'ibihugu n'imirenge bitewe n'imyitwarire yabo kuri keke."

Ibyifuzo birenze

Nko mu masoko yateje imbere, guteza imbere abashoramari bitondera cyane ibigo bya tekinoloji. Mu mwaka ushize, imigabane ya Tesla yazamutseho 350%. Mugihe imigabane yumunywanyi we wumushinwa nio, nanone yajuririye i New York, yamenetse kurenza 1000%.

Mu mirenge imwe n'imwe, abashoramari bateze ibyifuzo bikabije bijyanye n'iterambere ry'ikiza ry'ibiciro, ibigori birahangayitse, bityo bivuga kandi bigereranya agaciro ka sosiyete zitari nke z'amasosiyete menshi asa naho arenze urugero. Abona ubushobozi bwo kubona muri ubwo nzego, kimwe nurugero, indege zo mukarere, abashoramari benshi banditse hafi kuri fagitire kubera kubuza.

Ati: "Ubu turimo gukemura ingaruka zo guhungabana na Kovita. Dufatiye mu buryo bw'umushoramari, ntibarangira.

Byahinduwe Mikhail LongChenko

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