Ukwahlula iphothifoliyo yakho kunye nomda we-ETFs
Kule nqaku, siza kujonga iimarike kunye neemeko ezikhulayo, oko kubenza kube nzima ukuba abatshali-zimali, kunye neendlela ezithile zokufumana lula ukufikelela kwiiklasi ze-asethi.
Ziziphi iiMakethe neMimethe eziPhakamileyo?
Iimarike ezithuthukayo yithuba eliye lahlanganiswa ngawo-1980 ukumela amazwe ashintsho ukusuka ekuphuhliseni ukuya kwindawo ephakamileyo. Ngoxa ixesha eliqhelekileyo lisetyenzisiwe ngabasomali-mali, akukho nto ichazwe ngokubanzi kwiimarike ezikhulayo. Kunoko, abatyali-mali banokufumana iimarike ezikhulayo kuzo zonke izinto ezivela kuma-acronyms njenge- BRIC kuma-indices aqulunqwe ngamashishini afana ne-S & P okanye i-FTSE.
Xa uqoqosho lwamafama olusakhulayo luqala ukuvuthwa, iimarike zomhlaba wasemgangathweni zaqulunqwa ukuba zimele amazwe atyala imali eneemali eziphantsi kunye nokuthengiswa kwemali. La mazwe athatyathwa ngokubanzi njengemarike ephumayo kwaye ezayo, kodwa yinto enobungozi ngakumbi kubatyalomali ngokubhekiselele kwingozi yezopolitiko , ukukhula kweemarike kunye nokungafihli.
I-ETF ye-Market Frontier: Invest in the Final Frontier
Iimarike ze-Frontier ziimali-mali ezikhuselekileyo eziqhelekileyo zibonelela ngenzuzo yokubuyisela imali ngokubuyisela ingozi.
Nangona iimarike zembambano zingaboniswa ngokucacileyo, kukho iindile ezininzi ezithandwayo ezinika uluhlu lwamanye amazwe. Ngokomzekelo, iiList yeeHlabathi zeeFTSE kunye ne-MSCI Frontier Market Indices zibini ezikhethwa ngabantu abatyali-mali abafuna amathuba.
Ngokuqhelekileyo, iimarike zomhlaba zilungele ukuba abatyala-mali abatsha abaceba ukugcina imali ekudlaleni ixesha elide.
Ixesha elide leemarike ezisezantsi liphezulu ngenxa yamanani amancinci (kulula ukuphindwa kabili i-$ 100 kunezigidi eziyi-1) kunye nemimiselo yabantu (imisebenzi encinane). Kodwa kukho ezininzi iingozi ezisondeleyo ezisuka kwi-geopolitical unability to risk risk.
Ezinye ii-ETFs ezithengiswayo zeemarike ziquka:
- Iimpawu ze-ETF ze-Guggenheim Frontier (NYSE: FRN)
- Iimveliso zeemarike iGulf States ETF (NYSE: MES)
- I-WisdomTree i-Middle East Dividend Fund (i-NYSE: i-GULF)
- I-SPDR S & P Ephakamileyo eMiddle East kunye ne-ETF (i-NYSE: GAF)
Iimveliso zee-ETFs eziNyukayo: Ukuchitha iNdlela ephephile
Iimarike ezikhulayo zimela utyalo-mali olukhuselekileyo kuneemarike zephambaneni kwaye zinikezela ngembuyekezo efanayo. Njengemakethi emida, iimarike ezikhulayo azichazwanga ngokucacileyo ngoluhlu oluthile, kodwa kukho amanqaku amaninzi athandwayo ngabasomali-mali. Ezi ntlukwano zibandakanya iiMakethe eziPhakamileyo ze-FTSE kunye nee-MSCI eziPhakamileyo zeMakethe.
Iimarike ezikhulayo zizinzile xa zithelekiswa neemarike zomhlaba. Kodwa baqhuba ingozi ngaphezu kwamazwe athuthukileyo afana ne-United States. Ngenxa yoko, abatyali-mali abanomxholo ophakathi kwexesha elide ngokubhekiselele kubandakanywa ezi ntlobo zotyalo-mali kwiiphothifoliyo zabo. Abatyali-zimali abanokudala banokufuna ukunamathela kwihlabathi-jikelele okanye kwiimali ezahlukileyo ezijoliswe kumazwe athuthukile.
Amanye ama-ETF afumanekayo athengisa amashishini afaka:
- I-iShares MSCI Iimveliso zeeNkcazo zeeNkcazo ze-ETF (i-NYSE: i-EEM)
- I-Vanguard I-MSCI Imakethe Evelayo ETF (NYSE: VWO)
- I-BLDRS Iimakethi eziPhakamileyo ze-50 ADR Inkcazelo ye-ETF (NASDAQ: ADRE)
- I-SPDR S & P iMakethe yeMerging ETF (NYSE: GMM)
Eminye indlela eya kwi-Frontier kunye ne-ETFs
Imarike yomhlaba kunye nama-ETFs atshabayo ngokubanzi ngokuqhelekileyo ibhetele engcono kakhulu yokufumana ukuvezwa kwezi marike ngenxa yokungafani kwazo kunye nokuthengiswa kwemali ngokuthelekiswa nempahla. Kodwa kukho ezinye iindidi ezinokuthi zifumaneke kubatyalomali ngokuxhomekeke kwiinjongo zabo.
Abatyalomali abafuna amathuba angakumbi banokucinga ngokuthenga amaRiphablikhi aseMelika aseDispositi ("ADRs"). Ezi ziqinisekiso ezidweliswe kwiintengiso ze-US, njenge-NASDAQ okanye i-NYSE, elandelela ukuthengiswa kwempahla kwilizwe langaphandle. Oku kuvumela abatyali-mali ukuba bajolise kwiinkampani ezithile kwiimarike ezithile, kodwa banamanzi amaninzi kunama-ETF ngokuqhelekileyo.
Abatyalomali bafuna iindlela ezahlukeneyo - njengabantu abatyalomali abasakhulayo abanomzuzu omfutshane-banokuqwalasela yonke i-ETFs yehlabathi eneempawu ezizithobekileyo kunye ne-emerging market exposure eyakhelwe kuyo. Ezinye ze-ETF ziyaziwayo ziquka iShares MSCI ACWI yase-US Index Index (NASDAQ: ACWX) kunye neVanguard Total World Index Index Fund (i-NYSE: VT).
Iingongoma ezibalulekileyo zokukhumbula
- I-Frontier kunye neemarike ezikhulayo zizisa abatyali-mali imali engaphezulu, kodwa baquka ingozi enkulu kunamazwe athuthukileyo njenge-United States. Ezi zimpawu zibenza zibe zilungele ukuba abatyalo-mali babe nexesha elide ukuya kwixesha elide.
- Akukho ncazelo enye yemarike yomda okanye imarike ephumayo, kodwa kunoko, kukho iindile ezahlukeneyo. Uninzi lwezi ntlukwano zi-ETFs ezinika abatyalo-mali ithuba elikhawulezayo lokudibanisa kwiimarike eziphezulu zokukhula.
- Abatyalomali abafuna ukuchithwa ngokuthe ngqo okanye ukugqithiswa ngokubanzi kunamathuba amaninzi kwi-ETFs, ukusuka kwi-ADR ukuya kwiimali zehlabathi zonke.