Indlela yokuTyala imali kwi-ADRs ne-ETF zaseNorway
Nanku ukujonga ngokucacileyo indlela abatshali-mali abangenza ngayo ukuveliswa koqoqosho lwamaNorway kwiiphothifoliyo zabo, kunye nezinye iinzuzo kunye nobungozi bokuqwalasela.
Uqoqosho lwe-Oil-Centric yaseNorway
INorway ithembele kakhulu kwioli yayo yaseNyakatho yoLwandle ukuze ixhase inkqubo yayo yenhlalakahle ephezulu kunye nokukhula okungcono kunomlinganiselo wezoqoqosho. Ngokungafani nokusebenza kweoli kunye negesi yabamelwane babo abaninzi, iNorway ilawulwa ngokubanzi ngamashishini karhulumente okanye i-quasi-rhu lumente. Kufuneka kwakhona kuqatshelwa, nangona kunjalo, ukunyuka kwimboni yepetroleum ukususela ngowe-1970 kuye kwaphumela ekunciphiseni kwamanye amanqanaba ezoqoqosho.
Icandelo le- petroleum elikhulayo likhusele ilizwe ngokuchasana kwamanani amaninzi kwezoqoqosho ukususela kwixesha loshishino. Kodwa, uye wenza iNorway enye yezona zibiza kakhulu kwihlabathi ukuba zihlale kwaye zibangele ukukhathazeka ukuba abasebenzi abaninzi banamathele kwi-petroleum. Ukuhla kweemakethi ye-petroleum kunokudala iingxaki ezinkulu kwilizwe.
I-Statoil kunye nezinye i-ADR zaseNorway
Amasheya aseDamerican Receipts ("ADRs") anikezela abatyala-mali base-US indlela elula yokuthenga ukuthengiswa kwebhanki kumntu ongeyena wase-US
utshintsho lesitokhwe. Xa udala i-ADR, iibhanki zase-US zithenga inani elininzi lamashishini avela kwelinye iqumrhu, libophe ngamaqela, kwaye ziphinde ziphinde zibuyele kwiNew York Stock Exchange, i-American Stock Exchange okanye i-NASDAQ. Uninzi lwama-ADR uluhlu lwamaxabiso ukusuka kwi-$ 10.00 ukuya kwi-100.00 yeesahlulo ngesabelo ngasinye, okwenza ukuba bakwazi ukuhlawulela kakhulu abatyale-mali.
I-ADR yaseNorway ethandwa kakhulu yiStatoil ASA (NYSE: STO), ehambelana ne-oyile kunye neklasi yokuhlola kunye nenkampani yokuvelisa. Le nkampani inemisebenzi kumazwe angama-41 nakwiimimandla, kunye neendawo ezigcinwe zii-2,276 yezigidi zemibhobho yeoli kunye ne-3,150 yezigidigidi zamamitha ayi-cubic meters. Ngentengo yemali yeemarike ezingama-54 zamawaka ezigidi ukuya ngo-Juni 2016, inkampani yenye yeenkampani ezinkulu zeoli neyegesi ngokwemali yesibini yemarike kunye nenzuzo yonke.
Ukutshala imali eNorway nge-ETFs
Iimali ezithengiswa nge-Exchange ("ETFs") zimelela indlela elula kunazo zonke kubafakeli-mali ukuba bafumane ukutyhila kwiinkampani zaseNorway kuba banikezela ukufikelela kwibhakethi ehlukeneyo yamasheya kumashishini athile ahlukeneyo. Ukuhlawulwa kwemali engaphantsi, ii-ETF zivumela abatyali-mali ukuba bathenge ukutyhila okubanzi kunye nokudibanisa kwinqanaba lemarike okanye, ngokusebenzisa i-ETFs, kunye ne-market. Njengalo lonke utyalo-mali, umngcipheko othile awunakugwemeka, kuquka ukulahleka kwemali.
I-ETF eyaziwayo kakhulu yaseNorway, ngenani leendleko ze-0.5%, yi-Global X FTSE eNorway 30 ETF (NYSE: NORW), ngenani leendleko ezithatha i-FTSE Norway Index Index equka iinkampani ezinkulu zelizwe. Ngempahla enemali eyi-114 yezigidi, i-nkampani ibamba iinkampani zeoli kunye negesi, kuquka iStatoil ASA, iDNB Norway ASA, kunye ne-SeaDrill Ltd.
I-holding enkulu kunazo zonke nguStraatoil, ephendula malunga ne-15.5% yeefa.
Iingozi kunye nezinye izinto
Uqoqosho lwaseNorway olunamandla lubonisa indlela enkulu yokuba abatyali-mali bamanye amazwe bahluke iiposfoliyo zabo. Kodwa ngokubambisa okukhulu kwishishini leoli kunye negesi, abatyali-mali kufuneka baqaphele ukuba ukuhla kwexabiso lentengo yeoli kunye namanqanaba okuvelisa kungakhokelela ekuhlaleni kwezomnotho kwiNorway. Abatyalomali kufuneka baqwalasele ngokucophelela oku kubonakala xa befaka i-Norwegian ADR okanye ii-ETF kwiifowalini zabo zohlawulo-mali.