Yintoni i-FXCN ETF, ukubunjwa kwengxowa-mali, itshathi ye-intanethi, i-forecast

Yintoni i-FXCN ETF, ukubuyisela njenge-2022, ukubunjwa kwengxowa-mali, iitshathi ze-intanethi, ukubikezelwa.
Ii- ETFs kunye
neengxowa-mali ezihlangeneyo ziimali ezityala imali kwizibambiso, isinyithi okanye imveliso. Balandela isalathiso esithile okanye imveliso ngokusondeleyo kangangoko kunokwenzeka. Ingxowa-mali yesalathiso yenye yeendlela ezilungileyo zomtyali-mali ongenzi nto ofuna ukutyala imali kuqoqosho lwelizwe. Kukho iimali zotshintshiselwano eziqokelelwa ngokusekelwe kwisicwangciso esithandwayo sotyalo-mali. FinEx China UCITS ETF – (ETF FXCN) kuphela ETF kwi Moscow Exchange ekuvumela ukuba uthathe inxaxheba ekukhuleni koqoqosho Chinese.
Inkampani yaseIreland iFinex ilandela ngokusondeleyo iSolactive GBS yaseChina ex A-Shares Large & Mid Cap USD Index NTR. Abatyalomali banokuthenga izabelo zeFXCN ETF ngeeruble okanye iidola.

Ukubunjwa kwengxowa-mali ye-ETF FXCN kwizabelo zaseTshayina

Inkampani yolawulo ithembisa ukuphinda ukubunjwa kunye nolwakhiwo lweSolactive GBS China ex A-Shares Large & Mid Cap USD Index NTR index. Esi ayisosalathiso saseTshayina, kodwa isalathiso sesalathiso somnikezeli waseMelika uSolactive wokulandelela indlela yokuziphatha kwamasheya kumazwe aphuhlileyo nasakhulayo. Esi salathiso silandelela iintshukumo zeekowuteshini zeenkampani ezinongxowankulu abakhulu naphakathi. Ibandakanya malunga nama-85% ezabelo zaseTshayina (kungabandakanywa izabelo zaseChina ze-A). Isalathiso sibalwa njengesalathiso sembuyekezo iyonke, ilinganiswe nge-capitalisation yemarike, imali yesalathisi yi-dollar yase-US. Izahlulo ziphinde zatyalwa ngokupheleleyo. Ekuqaleni kwe-2022, isalathisi siquka iinkampani ze-225 zaseTshayina. I-FXCN ETF ibonisa ukuba kukho izibambiso ze-233 kwipotfoliyo, i-6 yazo ine-stake zero. Iinkampani ezinobunzima obuphezulu kwisalathiso zizona zibalulekileyo. Sibona kwiinkampani ezilishumi eziphezulu, Izigebenga zaseTshayina ezaziwayo. Isiqingatha se-securities sine-stake engaphantsi kwe-0.2%. I-10 ephezulu ye-ETF FXCN ijongeka ngolu hlobo:

• I-TENENT ORD – 17.21%;
• IQELA LE-ALIBABA ELIbambe i-ADR REP 1 ORD – 11.3%;
• I-MEITUAN DIANPING-CLASS B – 5.38%;
• I-CCB ORD H – 3.36%;
• I-COM ADR REP 2 CL A ORD – 3.31%;
• I-PING AN OD H – 2.3%;
• I-ICBC ORD H – 2.24%;
• I-BAIDU ADR REP 1/10 CL A ORD – 2.13%;
• I-NETEASE ADR REP 25 ORD – 1.86%;
• WUXI BIOLOGICS CAYMAN INC – 1.66%.

Lilonke, izitokhwe ezilishumi eziphezulu zenza malunga nesiqingatha sepotfoliyo. Imeko iyafana ekuhanjisweni kweshishini, isahlulo sesithathu sepotfoliyo – izabelo zempahla yabathengi bemfuno ekhethiweyo, phantse ikota yeenkonzo zonxibelelwano, i-17% inikwe kwishishini lezemali.

Izabelo ze-A zizabelo ezithengiswa kuphela kwi-stock exchange yaseTshayina, ukuthengwa ngabatyalo-mali abavela kwamanye amazwe kulinganiselwe. Kuthathwa njengotyalo-mali oluyingozi kakhulu.

Isalathiso (kwaye yiyo loo nto ingxowa-mali) ibandakanya izitokhwe ezilondolozayo:

• Izabelo ze-H/iiChips eziBomvu (iHong Kong Exchange);
• ADR/N-izabelo (USA);
• B-izabelo (iShanghai kunye neShenzhen).

Ixesha lokwenza imali e-China, i-ETF yase-China ixhasa iFXCN kwi-Finex, ngaba kufanelekile ukuthenga, hlaziya: https://youtu.be/xmDyKfYUWGI

Imbuyekezo yengxowa-mali yeFXCN

Iindleko zotyalo-mali kwi-FXCN ETF 0.9% ye-NAV (ixabiso le-asethi yexabiso) ngonyaka. Esi sixa-mali sibandakanya zonke iindleko zengxowa-mali, inkampani iqinisekisa ukuba le yimali ephezulu eya kuhlawula umtyali-mali. Le mali ayixhuzulwa okongeziweyo kwi-akhawunti ye-brokerage, oku kuthathelwa ingqalelo kwiingcaphuno. KwiRashiya, iikomishoni ezinjalo zibhekwa njengesiqhelo, ngelixa e-United States, iimali ezininzi zihlawulisa kalishumi ngaphantsi. Isenokungabonakali ibalulekileyo, kodwa ngotyalo-mali olungenamsebenzi lweminyaka eyi-10-30, yonke i-1% inokuxabisa i-10-30% yembuyekezo elahlekileyo. Kufuneka kwakhona uthathele ingqalelo ikhomishini ye-broker yokuthenga nokuthengisa izabelo kunye neerhafu.
Imbuyekezo kutyalo-mali kwi-FXCN ETF ixhomekeke kule parameters ilandelayo:

1. I-dynamics yeekowuteshini ezibandakanyiweyo kwisalathiso sesitokhwe saseTshayina.
2. umgaqo-nkqubo wezabelo.
3. Amaxabiso otshintshiselwano.

Makhe sihlolisise ingongoma yokugqibela. Iinkampani zaseTshayina ezenza isalathisi zijoliswe kwi-yuan yaseTshayina, kodwa i-Solactive GBS fund ithengiswa ngeedola zase-US. Umtyalo-mali kwi-Moscow Exchange unokuthenga ingxowa-mali ye-fxcn zombini ngeeruble kunye needola. Unokuthenga iidola kwaye athengise ngeeruble, okanye ngokuphambene. Ukuba i-ruble iwa ngokumelene nedola, umtyalo-mali unokwenza inzuzo kwi-ruble, nokuba ixabiso le-fund kwiidola liyancipha. Le ngongoma kufanelekile ukuyiqwalasela. Le ngxowa-mali irhweba ukusukela ngoDisemba ka-2013. Ngeli xesha, i-fund ibonise i-204.66% kwii-ruble kunye ne-29.66% kwiidola zase-US. Umahluko omkhulu kangaka ubangelwa ukuwa kwe-ruble ngo-2014.
Inzuzo ye-ETF FXCN kulo lonke ixesha lobukho [/ caption] I-2021 yayingeyena unyaka oncomekayo kuqoqosho lwaseTshayina, kukho ukulungiswa okungaphezulu kwe-25%. Kodwa abatyali-mali bexesha elide benza inzuzo kwi-ruble kunye needola. Njengoko ubona, kukho izilungiso ezi-3 zesalathiso saseTshayina kwiminyaka eyi-8. Ukwehla okukhulu okuthathe iinyanga ezininzi, ngamanye amaxesha ngaphezulu konyaka. Ukwenza utyalo-mali kwingxowa-mali yexesha elifutshane kuyingozi kakhulu. Ngokutsho kwenkampani yokulawula i-Phinex, ukuguquguquka okuphakathi kwe-fund yi-20.99% ngonyaka, impazamo yokulandelela i-0.39%.

Uyithenga njani iFXCN ETF

Ukutshala imali kuqoqosho lwaseTshayina ngeFXCN ETF esuka kwiPhinex, kufuneka ube ne-
akhawunti ye-brokeragekunye nokufikelela kwi-Moscow Exchange. Kwabaqalayo, kukho icandelo Thenga i-ETF kwiwebhusayithi esemthethweni yasePhoenix, apho unokukhetha khona umthengisi kwaye uvule i-akhawunti. Abatyali-mali banokuthenga ii-ETF zeFXCN kunye neakhawunti ye-brokerage eqhelekileyo okanye yomntu ngamnye. Ukuze ukhululwe kwiirhafu, kufuneka ugcine i-fund iminyaka engaphezu kwe-3 kwi-akhawunti eqhelekileyo, okanye ukhethe uhlobo lwe-IIS B. Ukuthenga, kufuneka ubeke ii-ruble okanye iidola kwi-akhawunti. Kwaye unokwenza zombini. Ukufumana ingxowa-mali ye-FXCN kwiwebhusayithi yomthengisi okanye kwisicelo sokurhweba, kufuneka ufake i-ticker “FXCN” ukuba uphendlo alubuyiseli ikhowudi ye-ISIN IE00BD3QFB18. Emva koko, faka inani elifunekayo lezabelo, qhelana nesixa sentengiselwano kwaye uqinisekise ukuthengiselana. Ixabiso langoku linokutshekishwa kwisicelo somthengisi okanye kwiwebhusayithi yeMoscow Exchange
https://www.moex.com/en/issue.aspx?board=TQTF&code=FXCN. Ekuqaleni kwe-2022, yi-ruble ye-3068. Kwi-2022, le yindlela yodwa yokutyala imali kuqoqosho lwaseTshayina kwi-Moscow Exchange.

Amathuba e-FXCN ETF

I-FXCN ETF iyona ngxowa-mali endala kwi-Moscow Exchange, ngokuqhelekileyo enye yezona zixhobo eziphezulu ze-10 ezidumileyo. Ngokutsho kweMoscow Exchange ye-2022, kumgca we-3 kwiimali ezilishumi eziphezulu kwiipotfoliyo zabatyalo-mali babucala baseRashiya. I-FXCN ithengwa zombini kwi-
portfolio diversification kwaye ngenxa yokukhula kwexesha elide loqoqosho lwaseTshayina. Izindlu eziphambili zotyalo-mali kunye nabahlalutyi, kuquka neBhanki yehlabathi, banethemba ngoqoqosho lwaseTshayina. Bakholelwa ukuba kwiminyaka eyi-10 ezayo, iinkampani zaseTshayina ziya kubonisa ukukhula okuphawulekayo. Ngaphambi kokutyala imali kuqoqosho lwaseTshayina, kuyimfuneko ukubala imingcipheko.

I-FXCN yingxowa-mali yokulingana kwaye iguquguquka kakhulu. Kufuneka uyithenge kwipotfoliyo yomngcipheko ophezulu. Abatyalomali abanomngcipheko ophantsi okanye ophakathi kufuneka bafake ngaphezu kwe-13% ye-FXCN, isabelo seebhondi kufuneka sibe ubuncinane be-20%.

Ukukhula kwe-GDP e-China akuthethi ukuba iinkampani ezithumela ngaphandle ziya kubonisa ukukhula olomeleleyo. Ungalibali ukuba obu Bukumkani baseMbindi bubhekisa kwiimarike ezivelayo. Ngokweemfuno ze-EU, zonke iimali ezithengiswayo kufuneka zibhalwe njengotyalo-mali olunobungozi ukusuka kwi-1 ukuya kwi-7, apho amaxabiso aphezulu athetha umngcipheko omkhulu. I-FXCN ikwinqanaba le-6. I-market market yaseRashiya ibhekwa njengengozi, i-FXRL ikwinqanaba le-5, i-tna kwii-stocks zase-US zisezingeni 5. Uqoqosho lwaseTshayina luneengxaki ezininzi ezingenakukwazi ukuziqwalasela. Ingqalelo kufuneka ihlawulwe kungquzulwano phakathi kwe-US kunye neTshayina, ukuziphatha kweemarike zaseTshayina kuxhomekeke kwizenzo ezithathwe yikhabhinethi yaseJoe Biden. Kukho iingxabano ezicacileyo ezimbalwa phakathi kwala mazwe mabini, kodwa umgaqo-nkqubo wase-US ujolise ekutshabalaliseni uqoqosho lwaseTshayina. Ngo-2022, kukho ithuba elihle lokuthenga izabelo ezishibhile zaseTshayina, kubalwa kwixabiso elitsha eliphezulu. Kodwa kufuneka kukhunjulwe ukuba ukuhla kungaqhubeka kwaye izicatshulwa zingalahlekelwa enye i-15-30%. Ukuthengwa kufuneka kwenziwe kwiindawo ezilinganayo emva kwamaxesha athile okanye ulinde ukuchithwa kwe-200 ye-avareji ehambayo ukuya phezulu kwitshathi yemihla ngemihla.

Iinzuzo zeFXCN

1. Ingxowa-mali kuphela eRashiya etyala imali kwi-stocks yaseTshayina.
2. Ukukhula okukhulu okunokwenzeka kule minyaka ilishumi izayo.
3. Ukufumaneka – ixabiso lesabelo esi-1 lincinci, kuquka i-fxcn. Awudingi ukuba ngumtyali-mali ofanelekileyo ukuthenga i-fxcn.

Ukungalungi kweFXCN

1. Ipotfoliyo ixhomekeke kakhulu kwi-dynamics ye-giants-Alibaba kunye ne-Tencent.
2. Imarike yaseTshayina iphuhlisa, kukho iingxaki, kukho imfazwe yokurhweba kunye ne-United States, akwaziwa ukuba ngubani oza kuba ngumnqobi ekugqibeleni.
3. Ingxowa-mali ibhaliswe e-Ireland, kwaye ukuba iingxaki zivela, abatyali-mali baseRashiya abanakwenzeka ukuba bafumane ukhuseleko lomthetho kwi-European Union.
4. Iphezulu kakhulu, kwi-etf yehlabathi: iikhomishini zengxowa-mali. Abaphathi baxela ukuba abacwangcisi ukulandela indlela yehlabathi yokunciphisa iindleko zabatyalo-mali. .