3 Inokosha Inowanikwa Mumusika Bond Index dzekuziva
JP Morgan EMBI (Emerging Market Bond Index), EMBI + (Emerging Market Bonds Index Plus) uye EMBIG (Emerging Market Bond Index Global) nhaurirano dzakagadzirirwa kubatsira vanhu vanoona nezvekusimbisa zvikwereti kushambadzira kwemashamba mumakambani anotarisana munyika yose, uye imwe nhamba kuvhara marudzi akasiyana-siyana emakambani ekuwedzera emari.
Emerging Market Bonds
JP Morgan's initial EMBI yakatangwa muna 1992 yakavhara izvo zvinonzi Brady zvisungo, izvo zvikwereti zvemadhora-zvinokonzerwa zvikurukuru neLatin America nyika, asi yakazobudiswa zvakare kuti inosanganisirawo mari yezvikwereti uye Eurobonds. Nheyo huru uye inobhadhara pazvibvumirano izvi zvinoshandiswa muU.S. dollar pane mari yekunze, iyo inopedza mari yekutengesa kwevakasungwa.
IEEMBI + yakabva yajekeswa kuti iitewo zvakare kudzoka kwezvikwereti zvekunze kwezvikwereti mumashamba ekubuda munyika yose.
Nguva pfupi mushure mekunge, iyo EMBIG yakatangwa sekupedzisira kubuda kwemashamba bhizinesi yebhuku yakatorwa sehurukuro yakawedzerwa ye EMBI +, inogadzirisa zvikwaniro zvakakodzera kune EMBI + nekushandisa mitemo isina kukwana pamusika wekutengeserana kwemari. Yakawanda yakawanda yemari yemari yemari yemari inoshandiswa ikozvino inoshandisa iyo index EMBIG sechiratidzo chavo pakuenzanisa zvavanoita maererano nemusika.
Emerging Market Benchmarks
Vazhinji vatyairi vashandisi vanoshandisa mabhenikirwo pavanofananidza zvakagadziriswa kana kusarudzwa kusarudza mari-yekutengeserana mari kana kuti mari pamwe chete nevezera ravo. Semuenzaniso, mutyairi anofunga nezvemakambani anotengesa musungo Bhuku reFF rinogona kuenzanisa kushanda kwaro kune EEMBIG kana mamwe mazita eJP Morgan kuitira kuti aratidze kuti sei ETF inowirirana nekushanda kwezvikwereti.
Imwe inonzi yakashambadzirwa inotengesa misika yeEFs inosanganisira:
- iShares JP Morgan Emerging Market Bond Fund (EMB)
- PowerShares Emerging Market Mutevedzeri Wekwereti Fund (PCY)
- MarketVectors Emerging Markets Local Currency Bond Fund (EMLC)
- Uchenjeri Hwokutengeserana Kwemari Mahara Kwekubhadhara Chikwereti (ELD)
Chirongwa chikuru chekusimudzira mararamiro eEFF, iShares JP Morgan Emerging Market Bond Fund (EMB), inoshandisa JP Morgan EMBI Global Core Index sechiratidzo chayo, izvo zvinoreva kuti vatungamiri vemari vanoedza kudzokorora kushanda kweiyo index zvakanyanya. Mamwe mari, kufanana neStockShares Emerging Market Debt Debt Fund (PCY) inoshandisa imwechete inoratidzira.
Alternatives Indexes
Vashandi vanoita zvisarudzo zvakasiyana-siyana pavanosarudza kubuda kwemashamba bhizinesi dzebato. Kunyange zvazvo JP Morgan EMBI, EMBI +, uye EMBIG zvinyorwa zvingave zvakakurumbira, vamwe vanogona kupa zvipo zvakasiyana-siyana zvingave zvinokwezva kuvarimi mumamiriro akasiyana-siyana. Semuenzaniso, dzimwe nhamba dzingave dzakagadzirirwa kuitira kuti dziwedzere kushanda maererano neiyo inonzi JP Morgan benchmarks dzataurwa.
Mamwe mazita akakurumbira anosanganisira:
- DB Inotengesa Misika USD Liquid Balanced Index
- Bloomberg USD Emerging Market Mutongi Bond Index
- Barclays USD Emerging Market Market GovRIC Cap Index
Nyeredzi dzakasiyana-siyana uye mutengo wemari inoshandisa nzira dzakasiyana-siyana dzinotsanangurwa kuitira kuti vazvigadzirise pachavo kubva kumakwikwi uye zvingangoita kuti kuwedzerwa kugadziriswa kwehutano . Semuenzaniso, mamwe mari angangotarisa pane tsanangudzo shomanana dzemakambani anotanga kuitika asi dzimwe dzingave dzakawanda-dzakapoteredza.
Mazano kuvarimi
Chinokosha kuvashambadziri ndechekuona kana chidimbu chekutsvaga chinoratidza zvinhu zvose zvavanoda kuti vawane, uyewo kuongorora kana mukana wekutengesa unogamuchirwa pamapostifoliyo avo. Semuenzaniso, mutyairi angave ari kutsvaga kutarirwa kweLatin America USD zvisungo chete, asi dzimwe dzinyorwa zvingave nezvakawanda zvakanyanya zvinowedzera kuAsia.
Mukuwedzera kune chinyorwa chinokosha, vatengi vanofanira kuve nechokwadi chokuti mari chaiyo yavari kutenga yakakodzera podfolio yavo.
Izwi reEEMBIG rave rakakurumbira zvokuti mazhinji eEFF uye makuru akawanda eEFF uye pamwe chete mari inoshandisa iyo sechikonzero, izvo zvinoreva kuti kusarudza mari shomanana yakakosha yemari kungaita kuti pave nehuwandu hwehuwandu hwehuwandu hwemari uye mari inogona kunge yakakwirira.
Pakupedzisira, vatengesi vanofanira kutarisa kuti kubuda kwemashamba emari yekodhi kunowanikwa sei muhuwandu hwavo hwose. Vashandi vekare vangave vachida kuvharidzirwa kuderera kuzvisungo izvi kupfuura vadyari vemadiki vane nguva yakareba kwenguva refu nekuda kwekukwirira kwavo kudarika kuUnited States kana kushandiswa kwemashamba emisika.