Indlela yokuTyala kwiSpain

Ukusebenzisa ii-ETF kunye nee-ADR kwi-Invest in Spain

ISpeyin ine-10 ngobukhulu kwezoqoqosho kwihlabathi ngokusetyenziswa kwemveliso emveliso yasekhaya (GDP) kunye neyeshumi elinesibini ngobukhulu ngokuthengelana kwamandla (PPP). Nangona uqoqosho luchoxiswa kakhulu kwixesha leengxaki zezimali zango-2008, sele lube lunye lwezoqoqosho olukhula ngokukhawuleza eYurophu. Abatyalomali bamazwe ngamazwe bathathe inxaxheba ekuvuseleleni umdla kweli lizwe njengoko uhlahlo lwayo lwezoqoqosho luqhubeka lufumana ukulandelana kwexesha.

Kule nqaku, siza kujonga ngakumbi uqoqosho lweSpain nendlela abatyala-mali bamazwe ngamazwe abangenza ngayo ukuchithwa kwemali ngokusebenzisa i- exchange-traded funds (ETFs) kunye ne- American Depositary Receipts (ADRs).

U qoqosho lo khu phiswano

Uqoqosho lwaseSpeyin lujolise ngokukodwa kwiinkonzo (71%), imboni (14%), kunye nokwakhiwa (10%), kunye nentsalela yokukhula koqoqosho okuvela kwezolimo kunye namandla. Kule macandelo, ilizwe liphethe iinkampani ezininzi ezininzi , kuquka i-Iberdrola - umqhubi wamandla angaphinda avuselelwe amandla-kunye neefowuni ezinkulu ezifana neTelefonica neMovistar ezikhoyo kwiimarike ezininzi zehlabathi.

Ingxelo ye-Global Competitiveness Report yonyaka ka-2013 ibonise umnotho waseSpain njengokuba i-infrastructure ye-10 ephakamileyo kakhulu kwihlabathi. Ezi zikhundla zibeka phambi koqoqosho oluphuhlisiweyo olufana ne- United States neJapan , kunye neenkqubo zayo zokuhamba ngeenqwelomoya ezinkulu kunye neziseko zobuchwepheshe obuphuhlisiweyo.

Ukuthunyelwa kweempahla kuye kwanda ngokuqhubekayo njengoko ilizwe libuyisela kwi-intsile ebalulekileyo yezorhwebo eyabandakanywa ngexesha leengxaki zemali ka-2008.

Ukutshala imali eSpain nge-ETFs

Indlela elula yokutshala imali eSpeyin isebenzisa ii-ETF zangaphandle, ezibonelela ngokukhawuleza ngokukhawuleza kwokhuseleko olulodwa lwe-US.

Ngokubamba iipotifoliyo ezahlukahlukeneyo zeenkampani ezibandakanya amashishini amaninzi, abatyali-mali abayikuxhalaba kakhulu malunga neengozi zoxinzelelo okanye ukuthenga nokuthengisa iipotifoliyo zamasheya. I-trade-off kukuba le mali ihlawulisa umlinganiselo wendleko othobekileyo, onokunciphisa ukubuyiswa kwexesha lonke.

I ezine ETF ezidumileyo ze-ETF ziquka:

• iShares MSCI iSpain i-ETF (EWP)
• iShares Intlawulo yeHedged MSCI Spain ETF (HEWP)
• I-SPDR MSCI I-Spain Quality Mix ETF (QESP)
• I-Deutsche X-I-Trackers I-MSCI Spain I-Hedged Equity I-ETF (DBSP)

Kukho iinkalo ezininzi ukuba abatyala-mali bamanye amazwe kufuneka baqwalasele ngaphambi kokutyalomali kulezi zi-ETF. Ngokubanzi, abatyali-mali kufuneka bafune ii-ETF kunye nezilinganiso eziphantsi kweendleko ezicinga ukuba yonke into iyalingana ukuze kukhuliswe iintlawulo. Kwakhona kubalulekile ukuba abatyali-mali bajonge iingozi zokugxininisa kwipotfoliyo kunye ne-ETF zijolise kumacandelo athile oqoqosho kunye neengozi zokungcola ezichaphazelekayo kunye ne-ETF ezithengiswa ngokuthe ngqo.

Ukutshala imali eSpain nge-ADRs

Amaseli aseMelika aseMelika - okanye i-ADR - enye enye indlela elula yokutshala imali eSpain ngaphandle kokuvula i-akhawunti ye-brokerage yangaphandle. Ezi zibambiso zibophe ngqo kwibhaksi yesitokhwe samazwe angaphandle kunye nokurhweba kwi-stock exchange yase-US, oko kuthetha ukuba abatyali-mali abafanele bakhathazeke malunga neempembelelo zerhafu zentengo yamanye amazwe.

Uninzi lwale mali luyakuthengisa ukuthengisana kazwelonke njenge-NYSE enokuba yimbi ngaphezu kwe-OTC.

I-ADR ezidume kakhulu ziquka:

• Banco Santander (SAN)
• Telefonica (TEF)
• Abengoa (ABGB)
• Banco Bilbao Vizcaya Argentaria (BBVA)
• Grifols (GRFS)

Kwakhona, kukho iimeko ezininzi ukuba abatyali-mali bamanye amazwe kufuneka baqwalasele ngononophelo ngaphambi kokuthenga ii-ADR. Enye into ebaluleke kakhulu kudla ngokuba ngumthengi-ikakhulukazi kwi-ADR ezithengisa kwiimarike ezithe xaxa. Ekubeni ama-stocks angaphandle ahlala ephantsi kowamakhaya alandelayo, ii-ADR ezininzi zithengisa kakhulu izabelo ezingaphantsi kweentsuku zonke kunezitshixo zasekhaya, ezingenza kube yingozi xa utyalomali ezama ukuthenga okanye ukuthengisa ngexabiso elifanelekileyo.

Ngaphantsi

ISpeyin iye yaba yindawo ebonakalayo yokutshala imali njengoko uqoqosho lwayo luqhubeka luya kuvela kwiinkathazo zemali ka-2008.

Njengomnye woqoqosho olukhula ngokukhawuleza lwaseYurophu ngo-2015, abatyalo-mali basemhlabeni wonke bafuna ukujonga ngokukhawuleza uqoqosho oluye lwahlulwa. I-ETF kunye ne-ADR zaseSpain ziindlela ezimbini ezilula ukutshala kweli lizwe ngaphandle kokujongana nokulahleka kwe-akhawunti yomthengisi wangaphandle kunye nokuhlawula irhafu. Ngokugcina ezi ngcebiso ngqondweni, abatyala-mali basemhlabeni wonke bangakwazi ukudala ukukhutshwa koqoqosho oluthembisayo kwiipotifoliyo zabo.