IJapan Iyakwazi Ukujonga Iintsuku Ezigqamile
Kule nqaku, siza kujonga izizathu ezintathu ukuba abatyali-mali bangathanda ukucinga ngokutshala imali eJapan kwiminyaka ezayo.
1. Iimpapasho zeeNqila zeSigqeba zokuHlola
Izitokisi zaseJapan zandise ukunyusa ngokungalindelekanga ngoNovemba ka-2016 xa ukunqoba kukaDonald Trump kwithumela idoli yase-US - kunye nokwenyuka kweenen. I-yen ebuthakathaka yanceda ekukhuthazeni izitokisi zaseJapan, eziye zaphazamisa amazwe amaninzi athuthukileyo kwiiveki ezilandelayo ukhetho. Ukususela ngoko, ii-stocks zaseJapan ziye zangaphantsi kwamaxabiso ase-US njengoko idola liye lanikezela inzuzo yalo phakathi kukaJanuwari 2017 ukuya ngasekupheleni kuka-Meyi 2017.
I-Federal Reserve ibonise ukuba ilungele ukuqhubeka nokuhamba kwamazinga enzala anikezelwe ngamanani asebenzayo ngokuqinileyo kunye nokukhula okuzinzileyo kwezoqoqosho ngo-2016 no-2017-ngaphandle kweQ1'17 ukukhubeka. Okwangoku, i-Bhanki yaseJapan inokugcina ixabiso lentengo iphantsi kwaye inobungozi ekuphuculeni ipesenti zayo ezi-2 ezijoliswe ekunyusweni kwemali ukufumana abathengi abasetyenziselwa ukubona amaxabiso aphezulu emva kweminyaka yokuchasana .
Ezi zintlukwano zinganceda ukuphucula amalungelo aseJapan kwiminyaka ezayo.
I-yen ebuthathaka iyanceda abaxhasi baseJapan ukuba bathuphisane ngakumbi kwiimarike zamazwe ngamazwe-kubandakanywa ne-United States-kwaye ngoko kunceda ukukhuthaza inzuzo yenkampani. Abatyala-mali belizwe lonke kufuneka basebenzise imali-i-cash-curled funds ukuze bazuze izuzwana kule mizamo, ekubeni le mali ikhuphe impembelelo yen yenkani ebuthakathaka ekuguquleni kwiidola.
Ngokomzekelo, iShares Japan-I-ETF eneeMali-Hedged (HEWJ) iyindlela eyaziwayo.
2. I-Abenomics Isebenza ngokukhawuleza
Imigaqo-nkqubo yezoqoqosho yaseShinzo Abe - eyaziwa ngokuba ngu- Abenomics- ingaba iphuculwa ukuqala, kodwa kukho ukuphucula kwangempela kwimeko yoqoqosho. Injongo ejoliswe ngumgaqo-nkqubo kukusebenzisa ukunciphisa imali, ukuvuselela imali, kunye nokulungiswa kwezakhiwo ukwenzela ukuba uqoqosho luphume 'kwimilo enqanyanyisiwe' oluye lwachaphazela ngaphezu kweminyaka engamashumi amabini. Iintolo zombini zokuqala 'zazilula ukuphumeza, kodwa ukulungiswa kwenkqubo kuye kwaphuza ukubonakala.
Ukunyuka kwamaxabiso aseJapan kwandula kwavuka kuma-3 ekhulwini ngo-2014 ekuphenduleni umgaqo-nkqubo, kodwa ekugqibeleni wabuyela ngaphantsi kweepesenti ezingama-0 ngo-2016. Ngo-2017, ukunyuka kwamaxabiso kwaqala ukuphakama kwakhona malunga ne-0.2 ekhulwini emva kokuba ibhanki eliphambili lenze i-curve control control Icandelo eliphambili lomgaqo-nkqubo walo omtsha. Injongo yayikuthengwa iibhondi zee-10 zorhulumente ukwenzela ukugcina izivuno kuma-0 ekhulwini ngelixa ulahlela umgomo walo osemthethweni wokwandisa isiseko semali.
Ithemba lokukhuphuka kwamanani angaphezulu liyakwazi ukuphakamisa imbono yeempahla zaseJapan kunye noqoqosho olubanzi, ngelixa ukuphela kweeminyaka ezide zokuchaswa kunye ne- stagflation kungakhokelela abatyala-mali bamazwe ngamazwe ukuba bangene kwiimarike.
Abatyalomali bamazwe ngamazwe kufuneka bahlale bejonge kwiimilinganiselo zombini wokunyuka kwamaxabiso kunye nenkqubela phambili eyenziwa kwisicaciso sesithathu esilukhuni se-Abenomics - ukulungiswa kwesakhiwo esingaze senzeke ngokupheleleyo.
3. Ubugcisa bobuNkokheli
IJapan ibilokhu isaziwa njengenkokeli kwi-robotics kunye ne-teknoloji, kodwa oku kudla ngokuba ngamafemu aphakathi nendawo kunokuba zikhulu ezinkulu. Ngokomzekelo, iqumrhu elibizwa ngokuba nguNidec livelisa malunga neepesenti ezingama-75 zeenjini ezisetyenzisiweyo kwi-disk drive ngenkathi i-TEL yenza iipesenti ezingama-80 zeeteller ezisetyenziselwa ukwenza iziboniso ze-LCD. Nangona iinkampani ezinkulu ezinjenge-Sharp, i-Sony kunye ne-Panasonic ziye zalahlekelwa isabelo semakethe kwezinye iifemu, ezi nkampani ezincinci ziyaqhubeka zilawula iindawo zazo.
Zininzi zale nkampani nazo zinemiqobo emikhulu yokungena ekuthelekeni neenkampani zangaphandle. Ngokomzekelo, iinkampani ezininzi zaseJapan zenza izixhobo eziphezulu ekupheleni kweefektri zazo kwaye zihlala zinezikhonkwane zazo.
Amandla ale nkampani aphantsi kwabasebenzi bawo kunokuba abenzi bamalungelo abenzi ekugqibeleni baphelelwe yimiphumo okanye intsebenziswano exhomekeke ekuziphatheni kwabathengi ayitshintshi ixesha.
Abatyalomali bamazwe ngamazwe banokufumana ezi nkampani eziphambili ziphoqa amathuba okuzinza ngexesha elichasene neenkampani zokukhula ngokukhawuleza ezinokuthi zithinteke ukuphazamiseka. Oko kwathiwa, abatyali-mali kufuneka baqonde ukuba ezininzi iinkampani ezinkulu zelizwe zijongene nokulahleka kwesabelo semarike, oko kuthetha ukuba iimali zeemali zorhwebo eziqhelekileyo zingenakukhetha ukutshala imali kule nkampani.
Iingqalelo ezibalulekileyo
Abatyalomali bamazwe ngamazwe kufuneka bahlale bekhumbula ukuba iJapan ibhekene nemingeni emininzi kwiminyaka. Ngabantu abaguga, eli lizwe lijongene neengxaki ezininzi zabantu eziza kuxazululwa ngokuguqulwa kwamanye amazwe. Ili lizwe linamanqanaba aphezulu enetyala xa kuthelekiswa nomkhiqizo wayo wekhaya (GDP), onokubeka ilizwe elijongene nobungozi ngexesha elide ukuba abahlalutyi bemali-mboleko banquma ukuba kunzima ukuhlawula ityala.
Ngaphantsi
IJapane ingabonakali njengento ecacileyo kubaphathi-mali bamanye amazwe, kodwa kukho izinto ezinokuthi zenze i-catalysts ekugqibeleni kwiminyaka ezayo eya kwenza ukuba ikhangele ngakumbi. Oku kuyinyani ukuba ihlabathi liyakwazi ukulungisa iingxaki zalo ezinxulumene nokunyuka kwamaxabiso nge-Abenomics kwaye ukuba i-US iyaqhubeka iphakamisa inzala.