Japan Yaigona Kuona Mazuva Akajeka Ari Mberi
Muchikamu chino, tichaona zvikonzero zvitatu izvo vatengesi vangada kufunga nezvekuita mari muJapan pamusoro pemakore anotevera.
1. Federal Reserve Rate Hikes
Zvikwata zveJapan zvakagamuchirwa zvakasatarisika munaNovember 2016 apo kukunda kwaDonald Trump kutumira dhora reU.S. richikwidza - uye yen kukunda. Iyo yen yenyika yakabatsira kusimbisa zvikwata zveJapan, izvo zvakaparadzira nyika dzakawanda dzakagadzirwa mumasvondo akatevera sarudzo. Kubvira panguva iyoyo, maJapan mashekeri akatsigira ma US equities sezvo dhora rakasiya zvakawanda zvarinowana pakati paJanuary 2017 kusvika pakupera kwaMay 2017.
Sangano reState Reserve rakaratidza kuti rakagadzirira kuramba richienda kune zvikwereti zvezvibereko zvakapiwa masimba mashizha emabasa uye kukura kwehupfumi hwakasimba muna 2016 ne 2017 - kunze kweku Q1'17 stumble. Munguva iyi, Bhizinesi reJapan rinogona kuchengetedza chido chekuda uye pasi pengozi kudarika zvinokwana 2 muzana yekutengesa kwekutsvaga kutenga vatengi vanoshandiswa kuona mitengo yakakwirira mushure memakore ekuderedza .
Aya masimba anogona kubatsira kusimbisa hutano hweJapane mumakore anotevera.
Iyo yen yenyika inobatsira vatengesi vekuJapan vanowedzera kukwikwidzana mumisika dzenyika dzakawanda - kusanganisira United States - uye naizvozvo inobatsira kubatsira mari yekambani. Vashandi vemunyika yose vanofanira kushandisa mari-yakavharwa mari yekuwedzera mari kubva kune idzi simba, sezvo mari iyi inokonzera kukanganisa kwenyika yakashata paanodzoka zvakare ku madhora.
Semuenzaniso, iShares Japan Currency-Hedged ETF (HEWJ) inozivikanwa.
2. Abenomics Inononoka Kushanda
Sangano reShinzo Abe rezvemari - rinozivikanwa seAbenomics - ringangodaro rakanonoka kutanga, asi pakange pave nekuvandudzwa kwechokwadi mumamiriro ehupfumi. Izvo zvinangwa zvinangwa ndezvekushandisa kushandiswa kwemari, kushandiswa kwemari, uye kuchinja kwehupfumi kuti kuve nehupfumi hwezvemari kunze kwe "kusimidzirwa kwemafirimu" ayo akakuvadza kwemakore anopfuura makumi maviri. Miseve miviri yekutanga 'miseve' yakanga iri nyore kushanda, asi kuchinja kwemuitiro kwave kunonoka kupfeka.
Kuwedzera kwekuJapan kwakatanga kuwedzera kudarika 3 muzana ne2014 mukuteerera mutemo, asi pakupedzisira kwakadzoka zvakare pasi pe 0 muzana kusvika muna 2016. Muna 2017, kutengesa kwenyika kwakatanga kukwira zvakare kunopera 0,2% mushure mokunge bhanga guru rakati raizoita kuti zvibereko zvekuvhara zvive chikamu chechikamu chemuganhu wayo mutsva. Chinangwa chacho chaiva kutenga zvuru gumi zvehurumende hurumende kuti uchengetedze zvibereko pa 0 muzana apo uchisiya chinangwa chayo chepamusoro chekuwedzera dhesi yemari.
Tarisiro yekuwedzera kwepamusoro inogona kusimbisa maonero ematokari eJapan uye hupfumi hwakawanda, asi kuguma kwemakumi emakore ekuderedza uye stagflation kunogona kutungamirira vatengesi vemarudzi ose kudzokera mumusika.
Vashandi vemunyika yose vanofanira kuchengetedza maziso maviri ekutanga kwekuwedzera kwemari uye kufambira mberi kunoitwa pamusoro penzira yakaoma-mutsara wechitatu weAbenomics - hurongwa hwekugadzirisa hurumende huri kuitika zvachose.
3. Technology Technology
Japan yakagara ichizivikanwa semutungamiri mu robotics uye teknolojia, asi izvi zvinowanzoitika kuburikidza nemafemu akaenzana pane kune dzimwe nyika dzakawanda. Somuenzaniso, kambani inonzi Nidec inobudisa inenge 75 muzana yemamera anoshandiswa mumatokisi akaoma disk apo TEL inogadzira makumi mapfumbamwe ematatu emapurisa anoshandiswa pakuita LCD maonero. Kunyange zvazvo makambani makuru akadai Sharp, Sony, uye Panasonic vave vachirasikirwa nemusika kune dzimwe makambani, makambani maduku aya anoramba achidzora niches avo.
Mazhinji emakambani aya anewo zvipingamupinyi zvakawanda zvakapinda pakupinda kana zvichienzaniswa nekambani dzekunze. Semuenzaniso, makambani mazhinji eJapan anoita zvikwata zvepamusoro-soro muzvigadzirwa zvavo uye kazhinji vane yavo pachavo yezviketani.
Simba remakambani aya riri muvashandi vavo panzvimbo pemvumo yekupedzisira inopera kana kuti mitambo inogadzirisa iyo inotenderera pamitemo yevatengi isingashandisi nguva.
Vashandi vemunyika dzese vanogona kuwana idzi makambani akaenzana ekugadzirisa mikana yekusimbiswa kwekufamba kwenguva zvisingaenzaniswi nemakambani ekutsvaga kukurumidza izvo zvingangodaro zvingangodaro zvinokanganisa. Izvo zvakati, vatengi vanofanirwa kuziva kuti vazhinji vemakambani makuru emunyika vari kutambura nemari yemari yekurasikirwa, izvo zvinoreva kuti mari yemahomwe yemari-inorema mari ingasava sarudzo yakanaka yekuisa mari mumakambani aya.
Kufunga Kukosha
Vashandi vemunyika yose vanofanira kuchengetedza mupfungwa kuti Japan ichiri kusangana nematambudziko akawanda pamusoro pemakore. Nevanhu vakwegura, nyika inotarisana nehuwandu hwematongerwo enyika huchagadziriswa chete kuburikidza nehupfumi hwekushandura - hutsinye hunotengesa zvematongerwo enyika. Nyika yacho inewo chikwereti chakakura chechikwereti kana ichienzaniswa nemuviri wayo wakazara (GDP), iyo inogona kuisa nyika panjodzi pamusoro penguva refu kana vaongorori vechikwereti vasarudza kuti zvingave zvakaoma kubhadhara chikwereti.
The Bottom Line
Japan inogona kunge isingaratidzi sechisarudzo chaicho chekuisa mari kune dzimwe nyika, asi pane zvimwe zvingave zvinokonzera kugadzirisa pamusoro pemakore anotevera izvo zvingaita kuti zvive zvakanaka. Izvi zvinonyanya kuitika kana nyika inogona kugadzirisa matambudziko ayo anokonzerwa nehutachiona kuburikidza neAbenomics uye kana US ichiri kuramba ichiwedzera mhindu yemari.