Isikhokelo sokuTyala imali eFransi

Invest in France: Inzuzo yeParlez-vous?

IFransi yintlupheko yesithandathu enkulu kwihlabathi kwaye izindlu eziphantse zi-40 zehlabathi zikhulu. Enyanisweni, ilizwe liphethe ezinye ze-inshorensi enkulu, i-airline, i-cosmetic, i-luxury, kunye neenkampani zamandla. Ezi zimpawu zenza enye yezona ndawo zikhangeleke kakhulu kwiindawo zokutshala imali kwihlabathi kubafakeli-mali behlabathi-ikakhulukazi eYurophu.

Abo bafuna ukutyalo-mali eFransi banamanani amaninzi ahlukeneyo, ukususela kwiimali ezithengiselana ngemali-mali (ETFs) kwii- Receipts zase- American Depository (ADRs).

Kule nqaku, siza kujonga ezinye zeenzuzo kunye nobungozi bokutshala imali eFransi, kunye neendlela ezilungileyo zokudala ukunyanzeliswa kwiphothifoliyo yakho usebenzisa ezininzi iindlela ezifumanekayo kubatyalimi behlabathi.

Kule nqaku, siza kujonga ukuba kutheni abatyali-mali bangathanda ukucinga ngokutshala imali eFransi kunye nezindlela eziqhelekileyo zokufumana ukuzithengisa usebenzisa i-US-secured securities.

Iinzuzo kunye Neengozi Zokutshala imali eFransi

IFransi yintlupheko yesithandathu enkulu kwihlabathi kunye neyesithathu ngobukhulu kwezoqoqosho eYurophu, okwenza indawo ekhuselekileyo yokubeka imali. Kodwa njengokuba ingxaki yecala leYurophu yeNyunyankulu libonise, izibophelelo zemali zelizwe kwi-EU ziye zadala ezinye iingozi eziphambili. Abatyalomali kufuneka bathathe zonke ezi nzuzo kunye nobungozi kwi-akhawunti phambi kokwenza nayiphi na imali.

Izinzuzo zokutyalomali eFransi ziquka:

• Iimakethe eziphuhlisiweyo - iFransi ihlala enye yezonaqoqosho ezinkulu kwihlabathi kunye neemarike ezikhuselekileyo. Ngokuchaseneyo nakwezinye iimarike ezikhulayo kunye nezemimandla , oku kuthethwa ngokubhekiselele kwengozi ye-geopolitical and volatility.

• IiNkampani ezinkulu - iFransi inezindlu ezininzi zeenkampani ezinkulu zehlabathi, ngokuqhelekileyo zongeza kwizinto ezincinci. Iinkampani ezinkulu zinakho ukungazinzi okufutshane kunye namandla amaninzi okufumana umvuzo wexesha elide.

Izingozi zokutshala imali eFransi ziquka:

• Ulwakhiwo lwe-EU - iFransi yilungu lesithathu elona likhulu kwiYurophu yaseYurophu, oko kuthetha ukuba inokuthi ixanduva lokuxhaswa kweengxowa-mali ezinkulu. Ngethuba leengxaki zeengxowa-mali zeYurophu, le mfanelo yacaca kakhulu.

• Iindlela zeNtlalo-ntlalontle - iFransi ineentlobo ezininzi zentlalo yoluntu ezingavimbela amanye amashishini ekukhuphisana. Ngokomzekelo, ilizwe linemizuzu engama-35 yeholide yomsebenzi kunye neminyaka engama-62 ubudala yokuthatha umhlalaphantsi, ephantsi kwamazwe amaninzi athuthukile.

Indlela yokutshala imali eFransi nge-ETFs

Iimali ezixhaswa nge-Exchange (ETFs) zinikeza abatyala imali ngendlela elula yokwakha ukutyhila kweFransi kwiindawo zabo eziphothifoliyo. Ngokubamba ibhaskithi yee-securities kumaqela amaninzi, ii-ETF zibhekwa njengengozi kakhulu kunamashishini athile kunye nama-beta coefficients aphantsi. Kodwa ngokungafani neemali zengxowa-mali , ziyakuthengiswa nayiphi na ixesha kulo lonke usuku njengempahla yesitokisi.

I-ETF ephambili esetyenziselwe ukutyalomali eFransi yi-MSCI France Index yeFund ETF (i-EWQ), elinga ukulinganisa zonke iziqinisekiso zokuthengiswa koluntu zaseFransi. Ngaphandle kweengxelo zecandelo elingaphaya kwe-20% yamanqaku onke, i-ETF ihambelana kakuhle kunye ne-beta coefficient ye-1.1 kunye nomlinganiselo wemivuzo ehlangeneyo ye-16.2x, ngo-Septemba 2016.

Ezinye i-ETF ezidumileyo ukutyalomali eFransi zi:

• I-MSCI France Index ye-ETF (EWQ)
• I-SPDR DJ Euro I-STOXX 50 ETF (FEZ)
• I-MSCI EMU Index Index (EZU)
• I-FTSE EPRA / NAREIT I-Europe Index Index Fund (IFEU)
• Yurophu AlphaDEX Fund ETF (FEP)

Ezinye iindlela zokuTyala kwiFransi

Abatyalomali bafuna ukugqithisa ngokuthe ngqo kwiinkampani zaseFransi bafuna ukukhangela amaRiphablikhi aseDamerican Receipts (ADRs) okanye utyalo-mali ngqo kwi-Euronext Paris.

Nangona kukho i-ADR ezininzi ezininzi, abatyali-mali kufuneka baqaphele ukuba ezininzi zale yorhwebo kwii-OTC iMarkets, ezithetha ukuba zingaphantsi kwamanzi kuneenkampani ze-NYSE okanye ze-NASDAQ ezithengiswayo.

Ezinye i-ADR ezidumileyo zokutshala imali eFransi ziquka:

• Veolia Environment (VE)
• AXA (AXAHY)
• L'Oreal (LRLCY)
• GDF Suez (GDSZF)
• LVMH (LVMUY)

Iingongoma ezibalulekileyo zokutshala imali eFransi

• IFransi inomnotho wesithandathu ngobukhulu kwihlabathi kunye noqoqosho lwesithathu olukhulu kwiYurophu yaseYurophu. Ngaphezu koko, ilizwe liphethe phantse ama-40 eenkampani ezinkulu zehlabathi ezi-500, okwenza kube yindawo ebalulekileyo kubatyalo-mali basemzini.
• Kukho iingozi ezininzi ezinxulumene nokutyalomali eFransi ukuba abatyali-mali kufuneka baqaphele, kubandakanywa izibophezelo zelizwe kwiYurophu yaseYurophu kunye nokuthambekela kwayo kwentlalo yoluntu ngokuphathelele kwamanye amazwe afana ne-US neBritani.

• Ukutshala imali eFransi kunokwenziwa ngokusebenzisa ii-ETFs, i-ADR okanye utyalo-mali ngqo kwiivenkile zeFransi. Kodwa kubalulekile ukukhumbula ukuba ezininzi ze-ADR zirhweba kwii-OTC zeMatethi zePestile zeParishiti kwaye zingahle zingabikho.