Iyini i-FXCN ETF, ukwakheka kwesikhwama, ishadi eliku-inthanethi, isibikezelo

Iyini i-FXCN ETF, ebuyayo kusukela ngo-2022, ukwakheka kwesikhwama, amashadi aku-inthanethi, isibikezelo.
Ama- ETF kanye
nezikhwama ezihlanganyelwe yizikhwama ezitshala ezibambiso, ezinsimbi noma ezimpahleni. Balandela inkomba ethile noma umkhiqizo eduze ngangokunokwenzeka. Isikhwama senkomba singenye yezindlela ezingcono kakhulu zomtshali-zimali ongenzi lutho ofuna ukutshala imali emnothweni wezwe. Kukhona izimali zokuhwebelana eziqoqwa ngokusekelwe kuhlelo lokutshala izimali oludumile. I-FinEx China UCITS ETF – (ETF FXCN) ukuphela kwe-ETF ku-Moscow Exchange ekuvumela ukuthi ubambe iqhaza ekukhuleni komnotho waseShayina.
Inkampani yase-Ireland i-Finex ilandela eduze i-Solactive GBS China ex A-Shares Large & Mid Cap USD Index NTR. Abatshalizimali bangathenga amasheya e-FXCN ETF ngama-ruble noma amadola.

Ukwakhiwa kwesikhwama se-ETF FXCN kumasheya ase-China

Inkampani yabaphathi ithembisa ukuphinda ukwakheka nokwakheka kwe-Solactive GBS China ex A-Shares Large & Mid Cap USD Index NTR index. Lena akuyona inkomba ye-China, kodwa inkomba yereferensi yomhlinzeki waseMelika i-Solactive yokulandelela ukuziphatha kwamasheya emazweni athuthukile nasathuthuka. Le nkomba ilandelela ukuguquguquka kwezilinganiso zezinkampani ezinosonhlamvukazi abakhulu namaphakathi. Ihlanganisa cishe u-85% wamasheya aseShayina (okungabandakanyi ama-A-shares ase-China). Inkomba ibalwa njengenkomba yembuyiselo ephelele, enesisindo sosonhlamvukazi bemakethe, imali yenkomba ingamadola aseMelika. Izabelo zitshalwa kabusha ngokugcwele. Ekuqaleni kuka-2022, inkomba ihlanganisa izinkampani ezingama-225 zaseShayina. I-FXCN ETF ikhombisa ukuthi kunezibambiso ezingama-233 kuphothifoliyo, eziyisi-6 zazo ezinesiteki esinguziro. Izinkampani ezinesisindo esiphezulu kunkomba yizona ezibaluleke kakhulu. Sibona ezinkampanini eziyishumi eziphezulu, imidondoshiya eyaziwayo yaseShayina. Ingxenye yezibambiso inesabelo esingaphansi kuka-0.2%. [i-id yamagama-ncazo = “okunamathiselwe_13194” align = “aligncenter” wide = “892”]
Ukwakhiwa kwe-ETF FXCN[/caption] I-Top 10 ETF FXCN ibukeka kanje:

• I-TENTENT ORD – 17.21%;
• IQEMBU LE-ALIBABA HOLDING 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%;
• I-WUXI BIOLOGICS CAYMAN INC – 1.66%.

Sekukonke, amasheya aphezulu ayishumi enza cishe ingxenye yephothifoliyo. Isimo siyafana ekusatshalalisweni yimboni, ingxenye yesithathu yephothifoliyo – amasheya wezimpahla zabathengi ezifunwa ngokukhetha, cishe ingxenye yesine yezinsizakalo zokuxhumana, i-17% inikezwe imboni yezezimali. [i-id yamagama-ncazo = “okunamathiselwe_13193″ align=”aligncenter” wide=”313″]
FXCN ETF ngemboni[/caption]

Amasheya amasheya athengiswa kuphela emakethe yesitoko yaseShayina, ukuthengwa ngabatshalizimali bakwamanye amazwe kunqunyelwe. Kubhekwa njengokutshalwa kwezimali okuyingozi kakhulu.

Inkomba (futhi yingakho isikhwama) ihlanganisa amasheya alondolozayo:

• Amasheya we-H/Ama-Chips Abomvu (I-Hong Kong Exchange);
• I-ADR/N-shares (USA);
• Amasheya B (i-Shanghai ne-Shenzhen).

Isikhathi sokwenza imali e-China, isikhwama se-China ETF i-FXCN kwa-Finex, kufanelekile ukuthenga, sibuyekeze: https://youtu.be/xmDyKfYUWGI

Ukubuyiselwa kwesikhwama se-FXCN

Izindleko zabatshalizimali zokutshala imali ku-FXCN ETF ngu-0.9% we-NAV (inani lesamba lempahla) ngonyaka. Lesi samba sihlanganisa zonke izindleko zesikhwama, inkampani iqinisekisa ukuthi lena yinani eliphezulu elizokhokhelwa umtshali-zimali. Le mali ayidonswa ngaphezu kwalokho ku-akhawunti ye-brokerage, lokhu kubhekwa kuma-quotes. E-Russia, amakhomishana anjalo abhekwa njengesilinganiso, kuyilapho e-United States, izimali eziningi zikhokhisa izikhathi eziyishumi ngaphansi. Kungase kungabonakali njengokubalulekile, kodwa ngokutshalwa kwezimali okungenzi lutho kweminyaka eyi-10-30, yonke i-1% ingabiza u-10-30% wembuyiselo elahlekile. Kufanele futhi ucabangele ikhomishini yomthengisi yokuthengwa nokudayiswa kwamasheya nezintela.
Imbuyiselo yokutshalwa kwezimali ku-FXCN ETF incike kumingcele elandelayo:

1. I-dynamics yezingcaphuno ezifakwe kunkomba yamasheya aseShayina.
2. inqubomgomo yezabelo.
3. Amazinga okushintshaniswa kwemali.

Ake sihlolisise iphuzu lokugcina. Izinkampani zaseShayina ezakha inkomba ziqondiswe kuyuan yaseShayina, kodwa isikhwama seSolactive GBS sithengiswa ngamadola aseMelika. Umtshali-zimali ku-Moscow Exchange angathenga isikhwama se-fxcn ngama-ruble namadola. Angakwazi ukuthenga ngamadola futhi adayise ngama-ruble, noma okuphambene nalokho. Uma i-ruble iwela ngokumelene nedola, umtshali-zimali angenza inzuzo ngama-ruble, ngisho noma intengo yesikhwama ngamadola iyancipha. Leli phuzu lifanele ukucatshangelwa. Lesi sikhwama sihweba kusukela ngoDisemba 2013. Ngalesi sikhathi, isikhwama sibonise i-204.66% ngama-ruble kanye nama-29.66% ngamadola aseMelika. Umehluko omkhulu kangaka kungenxa yokuwa kwe-ruble ngo-2014. [i-id yamagama-ncazo = “okunamathiselwe_13199” align = “aligncenter” wide = “624”]
Inzuzo ye-ETF FXCN yaso sonke isikhathi sokuba khona [/ amazwibela] ka-2021 kwakungewona unyaka ovuna kakhulu emnothweni waseShayina, kube nokulungiswa okungaphezu kuka-25%. Kodwa abatshalizimali besikhathi eside basazuza inzuzo kokubili ngama-ruble namadola. Njengoba ubona, kube nezilungiso ezi-3 zenkomba yamaShayina eminyakeni eyi-8. Ukwehla okukhulu ngokuqhathaniswa okuthathe izinyanga ezimbalwa, ngezinye izikhathi ngaphezu konyaka. Ukutshala imali esikhwameni sesitoko isikhathi esifushane kuyingozi enkulu. Ngokusho kwenkampani yabaphathi i-Phinex, ukuguquguquka okujwayelekile kwesikhwama ngu-20.99% ngonyaka, iphutha lokulandelela ngu-0.39%.

Ungayithenga kanjani i-FXCN ETF

Ukutshala imali emnothweni waseShayina nge-FXCN ETF evela ku-Phinex, udinga ukuba ne-
akhawunti yomthengisingokufinyelela eMoscow Exchange. Kwabaqalayo, kunesigaba se-Thenga i-ETF kuwebhusayithi esemthethweni yasePhoenix, lapho ungakhetha khona umthengisi futhi uvule i-akhawunti. Abatshalizimali bangathenga ama-FXCN ETF ngama-akhawunti avamile noma ngamanye. Ukuze ukhululwe ezintela, udinga ukugcina isikhwama iminyaka engaphezu kwengu-3 ku-akhawunti evamile, noma ukhethe uhlobo lwe-IIS B. Ukuze uthenge, udinga ukufaka ama-ruble noma amadola ku-akhawunti. Futhi ungakwenza kokubili. Ukuthola isikhwama se-FXCN kuwebhusayithi yomdayisi noma kuhlelo lokusebenza lokuhweba, udinga ukufaka ithikha ethi “FXCN” uma ukusesha kungabuyiseli ikhodi ye-ISIN IE00BD3QFB18. Okulandelayo, faka inombolo oyifunayo yamasheya, ujwayelane nenani lokuthengiselana futhi uqinisekise ukuthengiselana. Intengo yamanje ingabhekwa kuhlelo lokusebenza lomthengisi noma kuwebhusayithi ye-Moscow Exchange
https://www.moex.com/en/issue.aspx?board=TQTF&code=FXCN. Ekuqaleni kuka-2022, ingama-ruble angu-3068. Ngo-2022, lena ukuphela kwendlela yokutshala imali emnothweni waseShayina ku-Moscow Exchange.

Amathemba e-FXCN ETF

I-FXCN ETF iyisikhwama esidala kunazo zonke e-Moscow Exchange, ngokuvamile esingesinye sezinsimbi eziphezulu ezingu-10 ezaziwa kakhulu. Ngokusho kwe-Moscow Exchange ka-2022, kumugqa wesi-3 emalini eyishumi ephezulu kumaphothifoliyo wabatshalizimali abazimele baseRussia. I-FXCN ithengwa kokubili
ukuhlukahluka kwephothifoliyo nangenxa yokukhula kwesikhathi eside komnotho waseShayina. Izindlu zokutshala izimali ezihamba phambili nabahlaziyi, okuhlanganisa neBhange Lomhlaba, banethemba ngomnotho waseChina. Bakholelwa ukuthi eminyakeni engu-10 ezayo, izinkampani zaseShayina zizobonisa ukukhula okuphawulekayo. Ngaphambi kokutshala imali emnothweni waseShayina, kuyadingeka ukubala ubungozi.

I-FXCN iyisikhwama sokulingana futhi iguquguquka kakhulu. Udinga ukuyithenga kuphothifoliyo enobungozi obukhulu. Abatshalizimali abanengozi ephansi noma elinganiselwe kufanele bafake okungaphezu kwe-13% ye-FXCN, isabelo sebhondi kufanele sibe okungenani i-20%.

Ukukhula kwe-GDP e-China akusho ukuthi izinkampani ezithumela ngaphandle zizobonisa ukukhula okuqinile. Ungakhohlwa ukuthi lo Mbuso Ophakathi ubhekisela ezimakethe ezisafufusa. Ngokwezimfuneko ze-EU, zonke izimali ezihweba ngokuhwebelana kufanele zilebulwe njengokutshalwa kwezimali okuyingozi kusuka ku-1 kuya ku-7, lapho amanani aphezulu esho ubungozi obukhulu. I-FXCN isezingeni 6. Imakethe yamasheya yaseRussia ibhekwa njengengozi, i-FXRL isezingeni lesi-5, i-tna emasheya ase-US isezingeni 5. Umnotho waseShayina unezinkinga eziningi ngisho nabachwepheshe abangakwazi ukuzicabangela. Kufanele kuqashelwe ukungqubuzana phakathi kwe-US neChina, ukuziphatha kwemakethe yaseChina kuncike ezenzweni ezithathwe yikhabhinethi likaJoe Biden. Zimbalwa izingxabano ezisobala phakathi kwalawa mazwe womabili, kodwa inqubomgomo yaseMelika ihlose ukucekela phansi umnotho waseChina. Ngo-2022, kunethuba elihle lokuthenga amasheya ashibhile ase-China, kubalwa ngentengo entsha ephezulu. Kodwa kufanele kukhunjulwe ukuthi ukwehla kungase kuqhubeke futhi izingcaphuno zingalahlekelwa enye i-15-30%. Ukuthenga kufanele kwenziwe ngezingxenye ezilinganayo ngemva kwezikhathi ezithile noma kulindwe ukuhlukaniswa kwe-avareji engu-200 ehamba phezulu eshadini lansuku zonke.

Izinzuzo ze-FXCN

1. Ukuphela kwesikhwama eRussia esitshala imali ezitokisini zaseShayina.
2. Amandla okukhula amakhulu eminyakeni eyishumi ezayo.
3. Ukutholakala – inani lesheya elingu-1 lincane, kuhlanganise ne-fxcn. Umtshalizimali onanoma iyiphi imali angakwazi ukuyikhokhela. Awudingi ukuba ngumtshali-zimali oqeqeshiwe ukuze uthenge i-fxcn.

Ukungalungi kwe-FXCN

1. Iphothifoliyo incike kakhulu ku-dynamics yama-giants – i-Alibaba ne-Tencent.
2. Imakethe yaseShayina iyathuthuka, kunezinkinga, kunempi yezohwebo ne-United States, akwaziwa ukuthi ngubani ozophumelela ekugcineni.
3. Lesi sikhwama sibhaliswe e-Ireland, futhi uma izinkinga ziphakama, abatshalizimali baseRussia cishe ngeke bakwazi ukuthola ukuvikelwa okusemthethweni e-European Union.
4. Okuphezulu kakhulu, kwe-etf yomhlaba: amakhomishana esikhwama. Abaphathi babika ukuthi abahleli ukulandela inkambiso yomhlaba wonke yokunciphisa izindleko zabatshalizimali. .