Rally mumisika inobuda, iyo mitengo yakasimukira yezvinhu zvavo kubva kuminga yeCoronacrisis yekupedzisira chitubu, yakatarisana nemuedzo wakakura wekusimba. Kukura kwemutengo wekunamatira muUnited States uye dzimwe nyika dzakasimudzirwazve kuti dziyeuke zviitiko zve 2013, apo chirevo cheFederal Reserve system yekutsvaga mari yakanatswa nemisika.
Vatengesi vakatoraIyo msci inobuda misika indekisi, iyo inosanganisira migove yemakambani makumi maviri neshanu nyika dzichiri kusimukira, Rake kubva musi waMbudzi paanenge 90% kune nhoroondo yepamhepo svondo rapfuura. Kukura kwacho kwakaringana nekuchiva kwevanoisa mari kuti vawane goho riri mumamiriro ezvinhu akakura pamabhangi epakati akatungamira mumisika yemitambo yekudzikiswa mumisika yakaomeswa.
Nekudaro, kudonha mumitengo yeHurumende zvisungo mumisika ino kubva pakutanga kwa2021, vakatsamwisa kuwedzera kwakapatsanurwa, kwakatanga kuve nekukanganisa misika. Iyo msci em dodzi index yakawa kubva pane peak ne5%, yakafanana nyika indices yakaderera - kubva kuChina kuenda kuTurkey.
"Hapana mubvunzo kuti kukura kwezvibereko kutenderera nyika kunotanga kufungisisa misika yeimwe zvinhu. Iyo yekupedzisira yatinoda iko kutengeswa kwakakura mumisika yezvisungo nematanda, "anodaro Waini Tin, mutungamiriri wechiitiko pamisika yemari yepasirese Harriman Harriman Harriman.
Vamwe vanoongorora vanoenzanisa mamiriro ezvinhu zvazvino kubva pa3 2013, kana kukura mumisika iri mumisika, zvakanyatsopihwa neltra-brass yemari yekudyara, yakatsemuka paakafunga kusimbisa. Sekureva kwaTina, panguva ino iyo Fed inogona kuedza kuvimbisa misika kuti matanho anoshamisa anotorwa kurwisa mhedzisiro yechiitiko chinononoka uye zvishoma nezvishoma.
Nguva yekumanikidzwa kwevatengesi. China yeChina yemusika, inoratidza mamwe emhedzisiro yakanakisa nekuda kwekukurumidza kudzoreredzwa kwehupfumi hwenyika, akabvunza zvakaoma kwevhiki yekupedzisira. Iyo indekisi yemuno yemakambani makuru eCSI 300, izvo zvakaitika kune auction yaFebruary 18 kusvika 5931 mapoinzi, yakawira pasi yeChishanu kusvika 5336.8 (kuderera kwe10%). Chinext tekinoroji index pane shenzhen stock kuchinjana yakarasika 13%.
Iyo msci dollar index yakawa ne8% kubva munaFebruary 15.
Zvichakadaro, iyo yeBrazil Bovespa Index, iyo yatodonha kubva pakutanga kwaJanuary, mumutungamiri weZhair blants pachinzvimbo. Migogo yePetrobras pachayo yakawa neinopfuura makumi maviri muzana.
Russian's Russian ameridhiya uye RTS indices yasvika maximita muna Ndira 11-15. Vakabva varaira, asi pakati paPfuura-february, vachidzoka kune zvinyorwa zvavo, vakaedza kukunda. Izvo hazvina kushanda. Kuderera kwehuwandu hwepamusoro pa1030 kuAuction neChishanu yaive 4-6%.
Shanduko dzakakoshaVamwe vanoongorora uye vanoongorora vanotenda kuti tarisiro dzakanaka dzekudzoreredzwa kwehupfumi hwenyika dzichiri kusimukira mushure mekudzivirirwa dzichaita njodzi dzinowedzera maruva. "Unogona, hongu, kupokana nezvezvivakwa zvakarasika kana kuti mari yakarasika." Iyo William Blair Investment Management Portfolio. "Izvi ndizvo chaizvo zvinoshandura zvakanyanya mamiriro ari mumusika wemasheya nemari dzenyika dzichiri kusimukira" kuti zvive zvakanaka, anotenda.
Uyezve, Clark anotenda kuti shanduko dzinokosha dzinoitika. Pamberi peiyo denda rakatarisana nemisika inobuda, zvinhu zvinoverengeka zvinoshanda: kuchengetedza muUnited States uye dzimwe nyika dzinoverengeka pakati peUnited States neChina, kusagadzikana zvine chekuita ne brexit. Iye zvino matambudziko ese aya akanyanya kana asingabvumirwi, maererano neClark. "Kwemakore akati wandei kwaive nekufunganya nezvekureba kwehupfumi hwechinese, uye - zvichingodaro: kunyange gore rapfuura iye airatidza kukura kwakanaka," anowedzera.
Havasi nyika dzese dzichiri kusimukira, zvisinei, dzichabuda kunze kwechiitiko muchimiro chakanaka. Chimwe chezvinhu zvakakosha izvo zvichatsanangura tarisiro yekuvandudza kwavo kugona kupa mari inobereka.
Kupatsanurana kune vanokunda uye vanorasikirwaZvinoenderana nekuongororwa kunoitwa nezvakangoita zvemari dzichangobva kuitika, yekudyara-kutorwa mari (FDI) yakawira gore rapfuura munyika, asi inochengeterwa pane imwe nhanho yakanaka muAsia. MuChina neIndia, semuenzaniso, ivo vakasimuka ne4% uye 13%, zvichiteerana. Paaive muAfrica neLatin America, kudonha kwakasimba pakati pematunhu ese kwaizivikanwa mune zvakawanda zvikamu zveFDI, kusanganisira kuunganidzwa, mari yepurojekiti uye mari mumapurojekiti yakaitwa kubva pakukanda (iyo inogadzira mabasa).
Investors zvakare vanoitawo zvakanaka kune rubatsiro-dambudziko remari yemari zvinopihwa nehurumende dzenyika. India, kunyanya, yakawedzera hurumende yekushandisa pazvivakwa ne50% zvichienzaniswa neavhareji kwemakore gumi apfuura. MuBrazil, uko investment yakadaro inoramba iri padanho rakaderera kweanopfuura makore gumi, mhinduro huru kuPankilies yekusaita - nhanho inobatsira kune vakuru vezvematongerwo enyika, asi kusakosha kuve nechokwadi chekuvandudza uye yekukura kwenguva refu yekukura.
Paul Cornbillee, anonyungudika portfolio mumisika inobuda muBoston
Kunyanyisa kutarisiraSezvo mumisika yakavandudzwa, kuvandudza maInternet vanoteerera zvakanyanya kune makambani ehunyanzvi. Kwemakore apfuura, Tesla anogovana nemakore mazana matatu muzana. Ipo magove emakwikwi ake eChinese anokwikwidza Nio, anokwezvawo muNew York, achizvisiya neanopfuura 1000%.
Mune mamwe zvikamu, vagari vemari vakaradzika zvakanyanya nezvekukura mune ramangwana mumitengo, COCNBill iri kunetseka, saka quotes uye kufungidzira kwekukosha kwemakambani akati wandei anoratidzika kunge ari overestimated. Iye anoona kugona kwekuwana zvikamu zvakadaro, se, semuenzaniso, ematunhu emvura, ayo mazhinji anoisa mari angangodaro akanyatsopora kubva pamabhiri nekuda kwekurambidza kufamba.
"Zvino tava kubata nemhedzisiro yekutya kubva kuKodaa. Kubva pane maonero ekuona kwemunzari, ivo havana kuzopera, "anodaro Carrullel.
Yakashandurwa Mikhail Overchenko