Kuphi ukufumana ii-ETF kunye ne-ADR zaseMpuma
Kule nqaku, siza kujonga ngokuthe ngqo kwi-Economic Ephakathi-mpuma kunye nendlela abatyali-mali abanokufumana ngayo ukutyhila ngokusebenzisa ii-ETFs, ii-ADR, kunye ne-stocks zangaphandle.
Ukutyalomali ngokubanzi eMbindi Mpuma
Indlela eyona ndlela yokufumana ulwaphulo olubanzi kuMbindi Mpuma ngowokuthenga iimali ezithengiselana ngeentengo ("ETFs") ezijolise kummandla wonke. Umzekelo, i-WisdomTree i-Middle East Dividend Fund (i-GULF) inikezela ngokubanzi kwiindawo ezifana ne-UAE (i-24%), i-Qatar (i-24%) kunye ne-Kuwait (21%) kumacandelo afana nezimali (60%), i-telecom (24%) kunye abashishino (9%). Ngomlinganiselo weendleko ze-0.88% kunye nesilinganiselo esinamandla se-Morningstar, i-ETF inika indlela enkulu yokuba abatyali-mali bafumane ukubonakala kwimiba, nangona ukuthengwa kwayo okulinganiselwe kunye ne-$ 20 yezigidi kwiimpahla kungabakhathalela abanye abatyala-mali.
Iimveliso zeemarike I-Gulf States Index I-ETF (MES) yinye inxaxheba kubarhweli-mali, ngokubhekiselele kumazwe amaninzi nakwamacandelo, nangona i-1% yexabiso lentengo.
Okwangoku, ezinye ii-ETF ezifana ne-SPDR S & P eziPhakamileyo zeMpuma-mpuma kunye ne-ETF (i-GAF) zibonelela ngokuthe ngqo kummandla, kunye nokungabonakali kwe-75% eMzantsi Afrika. Kodwa ekugqibeleni, ezi zi-ETF zibonelela ngotyalo-mali ngeendlela ezilula zokuyahlukahluka kwii-stocks zaseMiddle East ngaphandle kokuthenga ii-ETF okanye ii-Recepipts zase- American Receives ("ADRs") kummandla.
Ukutshala imali kwii-ETF zelizwe
Abatyalomali bafuna ukufikelela ngokuthe ngqo kwiimarike zaseMpuma zaseMntla zingabakhomali ngqo kumazwe athile. Nangona utyalo-mali kumazwe ngamazwe kunokubandakanya umngcipheko ovela ngaphantsi kwezinto ezihlukeneyo , kwenza ukuba abatyali-mali bakwazi ukukhetha amathuba akhethekileyo kunokuba batyala imali kumazwe amaninzi kuwo wonke ummandla. Abanye bafuna ukugqithisa ngakumbi kwiinkampani ngamanye amazwe bangaphinda baqwalasele ukuthenga i-ADR, ezenza iinkampani zangaphandle zihlule kwiintengiso ze-US.
Amanye amazwe athandwayo afaka:
- EYiputa - iYiputa enye yezona zizwe ezinkulu kunye noqoqosho oluninzi lwaseMiddle East, kunye nomkhiqizo owenziwe ngemveliso yasekhaya ("GDP") eyi-$ 272 yezigidigidi ngo-2013. Ngomlinganiselo wendleko ka-0.98%, i-Market Vectors I-Egypt Index ETF (EGPT ) ibonisa indlela elula yokufumana uqoqosho lwelizwe eUnited States.
- U-Israyeli - u-Israyeli uthathwa njengelinye lamazwe aphakamileyo kakhulu kuMbindi-Mpuma kumgangatho woqoqosho noqoqosho. Ngama-stocks angama-63 kwipotfoliyo yayo, iShares MSCI Israel Capped ETF (i-EIS) ibonisa indlela elula kunazo zonke abatyali-mali ukuba bafumane ukuvelelwa kweli lizwe, nangona i-20% eline-Teva Pharmaceuticals Inc.
- I-Turkey - iTurkey enye yezoqoqosho ezithembisayo kakhulu emhlabeni, nge-4.1% ukukhula kweGDP ngo-2013, ukukhonza njengomphambili phakathi kweYurophu neAsia. Ngomlinganiselo we-0.63% kunye ne-$ 350 yezigidi phantsi kolawulo, i-iShares MSCI Turkey Index Index (iTUR) ihlala yinto ekhethwa kakhulu kubachalo-mali abafuna ukungena kwilizwe.
Iingozi ezibalulekileyo kunye nezinye izinto
I-Middle East iquka ingozi enkulu kuneemarike eziphuhlisiweyo , kunye nokugqithiswa kweoli kunye neengxaki zendabuko kule ndawo.
Okuthiwa "iArab Spring" kuye kwaphumela ekuthinjweni kweenkokheli zaseYiputa, okwabangelwa uqoqosho oluqingqiweyo kunye nelahleko ezithile kubatyalomali kwingingqi. Amazwe amaninzi athembele kwioli engcolileyo ukwenzela ukunyusa imali engenayo, oku kuthetha ukuba ukuguquka kwezi xabiso ezibangelwa kukufumana ezintsha okanye ubuchwepheshe buza kuthintela kakhulu ukukhula koqoqosho.
Izingozi ezivela kule miba zinokunciphisa ulwahlulo lwahlukileyo kumazwe ahlukeneyo kummandla usebenzisa ii-ETF, njengalezo zikhankanywe ngasentla, kodwa abatyala-mali kufuneka baqiniseke ukuba bafaka amasheya aseMpuma Ephakathi njengengxenye yepotfolio.