Ziziphi i-FTSE 100, i-DAX ne-CAC 40?

Iimpawu ezi-3 ezifunekayo zokufuna i-Global Investors

I- FTSE 100 yase-UK, i- DAX yaseJamani kunye neFransi yeCAC 40 yintlanzi ezintathu ezithandwayo. Ngeendlela ezininzi, zifaniswa neDow Jones okanye i-S & P 500 e-United States ngengqiqo yokuba bangummeli kwi-market.

Ngelixa iYurophu iye yabandezeleka ngeziganeko ezilandelayo emva kweengxaki zemali zengxowa-mali ka-2010 no-2011, lo mmandla uqhubeka uphethe ubuncinci bobutyebi behlabathi ngokuqulunqa umkhiqizo wekhaya wasekhaya (GDP).

I-Jamani iyona qoqosho lwesine ngobukhulu behlabathi, iFransi yiyo-five yehlabathi ngobukhulu bezoqoqosho, kwaye i-UK ibekwe kwisithandathu emhlabeni jikelele, okwenza ezo marike zibaluleke kakhulu kubatyalomali behlabathi.

I-Index yeFTSE 100 yeBritani

I-FTSE 100 isalathisi esakhiwe yiqela le-FTSE elimele iikhampani ezili-100 eziphezulu kakhulu kwi-UK ezidweliswe kwi-London Stock Exchange (LSE). Abatyalomali abakhangela ukutyalomali kwi-FTSE 100 banokuthenga ii-ETF zangaphandle, njenge-iShares FTSE 100 (i-LSE: ISF) okanye zithengise izixhobo ezithile kwi-FTSE 100 usebenzisa amaRecepipts ase-American Depository (ADRs).

Iinkampani ezidumile kwi-FTSE 100 ziquka:

• BP plc (i-NYSE: BP)
• BHP Billiton plc (i-NYSE: BBL)
• GlaxoSmithKline plc (NYSE: GSK)

I-DAX 30 Index

I-DAX 30 yincwadana ethandwayo ehlanganisa amaJamani angama-30 amakhulu ekuthengiseni i-Frankfurt Stock Exchange (FSE). Abatyalomali abakhangela ukuxhamla kwi-index ye-DAX 30 banokuqwalasela ukuthenga ii-ETF zangaphandle, njenge-iShares DAX 30 ETF (BIT: EXS1), okanye ukuthenga izinto ezithile kwi-DAX 30 usebenzisa i-ADR.

Iinkampani ezidumile kwi-DAX 30 ziquka:

• Siemens AG (NYSE: SI)
• I-BASF SE (PINK: BASKE)
• Bayer AG (PINK: BAYRY)

Inkcazo yeCAC 40 yeFransi

I-CAC40 yi-index enkulu yeFransi kwaye iqukethe iinkampani zayo ezingama-40 ezinkulu, apho ininzi ilawulwa yiFransi. Abatyalomali abakhangela ukuthenga isiqwenga se-CAC 40 banokuthenga ii-ETF zangaphandle, ezifana ne-Lyxor CAC 40 ETF (EPA: CAC), okanye zithengela izixhobo ezithile zeCAC 40 ngendlela ye-ADR.

Iinkampani ezidumile kwiCAC 40 ziquka:

• Sanofi (NYSE: SNY)
• ArcelorMittal (NYSE: MT)
• I-TOTAL SA (NYSE: TOT)

I-EURO STOXX 50 Index

I-EURO STOXX 50 yinkcazo ekhokelayo yeenkampani ze-blue ezinkulu zaseYurophu ezingama-50 ezithatha i-12 ye-eurozone ezoqoqosho. I-Deutsche Borse, i-Dow Jones kunye ne-SWX Group zigcina isalathisi kwaye zikhethe izakhi zayo ngokubhekiselele kwiinkalo ezahlukeneyo. Abatyalomali bayakwazi ukufumana ukuboniswa nge-index ngokusebenzisa ii-ETFs okanye ii-ADR.

Ezinye ezithandwayo ze-ETFs ezilandelekayo ze-ETOs ze-EURO STOXX 50 ziquka:

• I-SPDR EURO STOXX 50 ETF (NYSE: FEZ)
• iShares EURO STOXX 50 ETF (NYSE: EUE)

Ukutshala imali eYurophu Esebenzisa ii-ETF

Abatyalomali abakhangela ukutyalomali kwiYurophu ngaphandle kwezi ntlanzi ezintathu zifuna ukuqwalasela i-ETF yaseYurophu. Ezi ze-ETF zinika abatyali-mali indlela elula yokubamba iipotifoliyo ezahlukileyo zezinto ezikhuselekileyo ngaphandle kokuthengwa okanye kuthengiswa kwi-US exchange. Kodwa kubalulekile ukukhumbula ukuba ii-ETF ezahlukeneyo zinobungozi obuninzi abafaki-mali kufuneka baqikelele.

Ezinye i-ETF eziqhelekileyo ze-Yurophu ziquka:

• I-ETSC ye-European MFI (NYSE: CGK)
• iShares S & P yase-Yurophu Index Index (i-NYSE: IEV)
• SPDR DJ Euro STOXX 50 ETF (NYSE: FEZ)

Kukho ezinye ii-ETF ezigxile eYurophu ezinokunika abatyalomali ithuba lokubhenca ngokuthe ngqo.

Ngokomzekelo, ezinye ze-ETF zijolise ngokubanzi kwizentengiselwano ngelixa abanye banokugxila kwiinkampani zeteknoloji. Abanye bangagxininisa kwimigangatho emancinci, ephakathi, okanye enkulu kwiimarike okanye nakwiimarike ezibanzi. Ukuba ukhangele ukucaciswa okuthe ngqo, ezi zizinto ezinokukhetha ukucinga ngazo.

Utyalo-mali kule nkcazelo

IYurophu imele malunga nengxenye yesithathu yemali yeemali zentengiso yehlabathi, eyenza iimarike zibe yindawo ebalulekileyo kubatyalomali bamazwe ngamazwe. Ukongezelela ekuthengeni ezinye zeempahla zentengiso, abatyali-zimali base-US bangajonga kwi-ETF bajolise kule mijelo okanye ezinye ii-ETF ezijoliswe kwi-Yurophu ngokuchaneka kwiimarike ezifanayo okanye ezifanayo.

Ngokuqinisekileyo, abatyali-mali kufuneka baqwalasele ingozi ehambelana nale ntengiso ngaphambi kokuba bathenge, kuquka iingozi ze-geopolitical ezinxulumene ne-Eurozone, ingozi yobungozi obuvela kwi-American Depositary Receipts, kunye nokulinganiswa kweendleko kwi-ETFs, kunye neengozi zoxinzelelo ezivela kuyo nayiphina ezi zikhundla.

Abatyalo-mali bangathanda ukucinga ngokufaka ii-European indexes kunye ne-ETF njengenxalenye yeepotifoliyo ezahlukahlukeneyo ukunciphisa naziphi na izinto ezinobungozi zengingqi kunye nokwandisa ukubuya kwexesha elide.