ISICWANGCISO-QHINGA SOSHISHINO: Impembelelo yongquzulwano lwase-RUSSIA-UKRAINE KWI-HONG KONG STOCK MARKET

Ukusukela oko kwaqala ungquzulwano lwaseRussia-Ukraine, imijikelo emininzi yothethathethwano iye yaqhutywa, kodwa akukho nkqubela ibonakalayo sele yenziwe okwangoku.Ngenxa yongquzulwano lwaseRussia-Ukraine kunye nezohlwayo ezilandelayo ezivela e-US nakwamanye amazwe aseYurophu, iimarike zemali zehlabathi ziye zachaphazeleka kakhulu.Amaxabiso ezinto zorhwebo anyukile, nge-oyile ekrwada i-WTI kanye yafikelela kwi-US$130 ngomphanda.Ukanti iRussia neUkraine zigqithise imiqondiso eyakhayo kumjikelo wazo wamva nje wothethathethwano;la macala mabini alungiselele isicwangciso sokurhoxa phantsi komqathango wokuba iUkraine ihleli ingathathi hlangothi kwaye iyayeka ukujoyina izivumelwano zomkhosi okanye ukubamba iziseko zomkhosi zangaphandle.Uloyiko lwabatyali mali luye lwadamba, kwaye iimarike zesitokhwe zehlabathi ziphinde zanda kakhulu.Xa sijonga phambili, imeko yezoqoqosho yaseRashiya ayiniki themba ngenxa yoxinzelelo lwezohlwayo.I-EU ijongene noxinzelelo olukhulu lwamandla, ngelixa impembelelo ethe ngqo kwi-China kunye ne-US ilinganiselwe.I-China iyayichasa izohlwayo zecala elinye;izenzo zokulandela ezivela e-US zihlala zingaqinisekanga.Isikali esipheleleyo sezohlwayo ngokuchasene neRussia sinokutshintsha urhwebo olukhoyo lwehlabathi kunye nocwangco lwezoqoqosho kunye nezezimali.Nangona ingxabano yaseRussia-Ukraine inokuthintela ukwanda kwe-NATO esempuma, amathuba okungqubana kweqhinga alandelayo kweminye imimandla ayanda.Ukunqongophala konikezelo lwamandla, iimveliso zolimo kunye nezinye izinto ezinxulumene noko kungenzeka ukuba ziqhubekile, nto leyo enokuthi iphazamise ukuhlaziyeka koqoqosho lwehlabathi.Ukongeza, impixano yaseRussia-Ukraine inokuphazamisana nomgaqo-mali we-US Federal Reserve's (i-"Fed"), kwaye ukuguquguquka kwemarike yezemali yehlabathi kunokuqhubeka.Ngokubanzi, sikholelwa ukuba i-oyile ekrwada, igesi yendalo kunye namanye amaxabiso eemveliso anokuhlala ephezulu ngexeshana elifutshane.Ukunyuka kwamaxabiso ehlabathi kunye nemingcipheko yokudodobala koqoqosho kunokwenzeka ukuba zigcine iimalike ezinkulu zemali ziguquguquka.Ngokubhekiselele kumacandelo ethu agqunyiweyo, iiMoto kunye neMicimbi, Amandla acocekileyo — Igesi yeNdalo, uMthengi (Isinxibo, Ukutya & neSiselo/ Iimveliso zaseKhaya, iiHotele), uMbane, uMdlalo, ukhathalelo lweMpilo, kunye neZixhobo zoNxibelelwano zinokuba neempembelelo ezimbi;iimpembelelo kwiSamente kunye neMathiriyeli yoKwakha, iConglomerate, izixhobo zoMbane, uKhuseleko lokusiNgqongileyo, iZibonelelo, iZibuko, iPropati, uThutho kunye noLungiselelo, iiNkonzo zoNxibelelwano lwezoNxibelelwano zingathathi cala, ngelixa amacandelo afana naMandla aCocekileyo (iSola, Umoya & namanye), uMthengi – Ukuthengisa, oomatshini. , Iinsimbi ezingenayo i-nonferrous, i-Petrochemicals, i-Precious Metals, inokuzuza.Oko kuthethiweyo, ngokwembali, iziphumo zokunyuka koxinzelelo lwe-geopolitical zithande ukuhlala ixesha elifutshane kwaye zibonakaliswa ikakhulu kukuphazamiseka kwentengiso.Ukuba imeko phakathi kweRashiya ne-Ukraine ayiqhubeki ngakumbi, impembelelo yayo ngokuthe ngqo kwizinto ezisisiseko ze-stock market yaseHong Kong kufuneka ibe ncinane.Imiba esemngciphekweni enjengokulindelwa kokuqina kwemali yaphesheya, umngcipheko wokucinywa kwe-China Concept Stocks, ukusasazeka kwendyikityha yasekhaya, njl.Inqanaba langoku lokuxabisa i-stock market yaseHong Kong liyathandeka, kwaye imarike kulindeleke ukuba ibone ukuphucuka kwemvakalelo yotyalo-mali kwimarike eqhutywa yi-catalysts yomgaqo-nkqubo evela kwintlanganiso yeBhunga leSizwe leKhomishoni yoZinzo lwezeMali, imiphumo emihle evela kwimigaqo-nkqubo yokukhula kwasekhaya, kunye imbonakalo ecacileyo yokunyuka kwezinga le-Fed.Silindele ukuba i-Hang Seng Index iguquke phakathi koluhlu lwe-20,000-25,000 amanqaku kwixesha elifutshane, elilingana ne-9.4x-11.8x 2022F PER yesalathisi.Okwangoku, sithengisa kwi-Automobiles & Components, Banking, Amandla acocekileyo (amandla omoya), izixhobo zoMbane, i-Infrastructure, Health Care kunye ne-Petrochemical sector.


Ixesha lokuposa: May-10-2022