Nzira Yokuongorora Nayo Kubhadhara Kubva Kumusoro Pasi
Muchikamu chino, tichacherechedza kuti kushambadzira kwepamusoro-soro kunoshanda sei uye kuti vatengesi vemarudzi ose vanogona kushandisa sei mazano pavanowana mikana yezvikwata zvavo.
Kutarisa pamufananidzo mukuru
Iyo nzira yepamusoro yekutsvaga kwekutsvaga inotanga pamusorosoro wepamusoro-kutanga nzvimbo - kusarudza kuti nyika inomirirei yakanakisisa yemamiriro ekutya vatengesi. Pakutanga, chiito chakakosha chemukati ("GDP") chaizoita sechinhu chinotanga kunzwisisika chinopa huwandu hwayo hwekuwedzera kwehupfumi, asi vatengesi vachawana kuti idzi nhamba dzese dzinowanzoreva kune misika inotanga kubuda senzvimbo dzakanakisisa dzekutora mari - iyo isiri nguva dzose yechokwadi kune zvikonzero zvakasiyana-siyana.
Frontier uye misika yakabuda inogona kunge iine hupfumi hwekuwedzera kwehupfumi, asi pane zvimwe zvinhu zviviri zvinokosha zvekufunga nezvazvo:
- Njodzi dzezvematongerwo enyika - Vashandi vezvepasi rose vanofanira kusarudza kana hupfumi hwenyika huri kuiswa pangozi kana nemamiriro avo ezvematongerwo enyika kana nedzimwe nyika dziri munharaunda iyo inogona kunge isina kugadzikana, inotungamirira kumakakatanwa ezvematongerwe enyika kana emagetsi. Semuenzaniso, kuwedzera kweRussia kuCrimea muna 2014 kwakawedzera mukana wekutengesa kuEastern Europe.
- Nhaka dzeAsset - Vashandi vezvepasi rose vanofanirwawo kutarisa mararamiro ematambudziko mumamiriro ekuwedzera kwehupfumi. Kunyange zvazvo hupfumi huchikura nokukurumidza hunogona kukonzera makambani anokura nokukurumidza, mumusika ungangodaro uchikumbira zvakawanda nokuda kwezvivimbiso. ChiShayina pfuma zvigadzirwa, somuenzaniso, zvakawedzerwa zvikuru muna 2016 sezvo mitengo yakasimudzwa.
Mukuwedzera kune izvi zvinonetsa, vatengesi vanofanirwa kufunga nezvemigumisiro yemari yenyika mukutsvaga kwavo. Iko kune imwe nyika inogona kunge yakaita sokuti iri kutumira kukura kwakasimba kwemazwi emitemo yemari yemunharaunda, asi iyo kukura kwemari inogona kuparara apo kuverenga kwekuderera kwemuda mari yekune imwe yenharaunda yeDhora reAmerica. Izvi zvingazoitika apo mubhadhadzi akachinja mari iyo mu US dollars pamagumo ekutsvaga kwekutsvaga.
Kusarudza Rakanaka Nzvimbo
Nhanho inotevera kune avo vanotora nzvimbo yekutsvaga kwekutsvaga kwekutsvaga kwekutsvaga kuri kuongorora mamwe mashizha mune imwe nyika yakasarudzwa. Muzviitiko zvizhinji, nyika kana nzvimbo ichave iine huwandu hwekuwedzera kwayo mune dzimwe nzvimbo dzoupfumi chero nguva ipi zvayo panzvimbo yepamusoro pamativi ose. Nzvimbo idzi dzinowanzochinja pamusoro pehupfumi hwakazara, uye teknolojia inowanzotungamirira nzira uye zvishandiso zvinopera shure mushure mekufamba.
Semuenzaniso, kukura kwenyika yehupfumi kunogona kusimbiswa zvakasimba pane imwe nzvimbo, sekutengesa kana simba . Kuisa mari yakawanda kumativi ose ehupfumi kunogona kuderedza kuwanikwa kwekudzoka kana kuchienzanisa nekutarisa zvikamu izvo zviri kukura zvakakurumidza-kana kuti zvinogona kukura zvakakurumidza munguva yemberi.
Chikwata chinowedzera pakati pekambani inotanga kubuda, somuenzaniso, inogona kuisa danho rekukura muvatengi discretionary equities.
Zvakakoshawo kutarisa kana magetsi anokonzerwa nehurumende. Semuenzaniso, dzimwe nyika dzinopa rubatsiro kune zvakakosha zvemabhizimisi. Izvozvi rubatsiro zvingabatsira kusimbisa kubatsirika munguva shoma, asi inogona kunge isingagari nokusingaperi.
Kuongorora Nitty Gritty
Chikamu chechipiri uye danho rekupedzisira rekutsvaga kwekutsvaga kwekutsvaga kwekutsvaga nderokutarisa kunyatsoongorora tsanangudzo yeimwe pfuma isati yatenga. Munyaya iyi, vatengesi vanofanira kutarisa zvinhu zvakakosha uye zvekodzero zveimwe nzvimbo inoshandiswa mukati mehupfumi hwenyika uye chikwata chechikwata. Zvinhu izvi zvinogona kusanganisira zvinyorwa zvekunze, American Depositary Receipts ("ADRs"), nyika dzeEtf dzinotarisa nzvimbo dzakasiyana, kana mamwe marudzi emafa.
Pane unyanzvi hwehutano, vatengesi vemarudzi ose vanofanira kutarisa zvinhu izvo zvinokwira pane kutengesa mitengo kuitira kuti vatengese pamwe chete nemafambiro. Pamusoro pehutano hunokosha, varimi vanofanira kutsvaga mari isingabatsiri maererano neyekuchengetedzeka kwedzimba uye kuchengetedzwa kwenyika dzakawanda kugovera imwechete yefasi yeklasi nemhizha. Aya masimba anovimbisa kuti vashandi havakwanisi kubhadharisa mari yakawanda.
Vashandi vanogona kuverenga kukosha kuburikidza nekutarisa mari yemari semutengo-kuwanikwa (P / E) kana mutengo-bhuku (P / B), pamwe chete nezvimwe zvinhu zvakadai sokusununguka kwemari uye kuwedzera kwemari. Kakawanda, vatengi vanozovaka mari yezvemari inowedzera mari inoyerera kunze kwemakore 3-5 uye inoderedza iyo mari inoyerera kusvika musi wezvino kuti uone kana chikwata chakanyanyisa kana kuti chisingaverengeki.
Pakupedzisira, vashandi vanofanirwa kunyatsoongorora kubhadhara mari dzinosanganiswa neTFF dzenyika dzakawanda uye nedzimwe mari, kunyanya yezvikamu-mari inoshandiswa kuva inodhura.
Key Takeaway Points
- Kudyara kwepamusoro-soro kunosanganisira kutarisa hupfumi hwenyika, huchiteverwa nemabhizimisi chaiwo, inoteverwa nemunhu mumwechete.
- Vashandi vemunyika yose vanofanira kufungisisa zvakasiyana-siyana zvinokonzera njodzi pavanoongorora hupfumi, kusanganisira geopolitical ngozi uye kuenzaniswa kwezvinhu zvakasarudzwa pavanosarudza makambani anonyatsotarisana mukati mehupfumi.
- Imba yega yega inoshandiswa kuongororwa kushandiswa kwekushandiswa kwekwenyanzvi uye kuongorora kwakakosha kuitira kuti uone huwandu uye huwandu hunotarisirwa.