I-China kanye ne-Green Energy baphusha amanani ethusi ukuthi aqophe amanani aphezulu

I-TOKYO-Analysts ibikezela ukuthi ithusi lizoqhubeka nokukhuphuka njengoba umnotho womhlaba obuswa yiChina ukhombisa izimpawu zokuvela kokuwohloka komnotho kwe-COVID-19, naphezu kokuphikelela kwabatshalizimali besikhathi eside ukuthi bangabambi iqhaza.

Intengo yethusi esezingeni elifanele yeLondon Metal Exchange ifinyelele irekhodi eliphezulu ekuqaleni kukaMeyi, kuma-US$10,460 ngethani, futhi isalokhu ingaphezulu kwama-US$10,000 kusukela ngaleso sikhathi.Intengo yethusi ayikaze ifinyelele kulo mngcele iminyaka eyishumi, futhi isiphindeke kabili ngonyaka.

Abahlaziyi bezimakethe abamangazi.

UTakayuki Honma, isazi sezomnotho esiyinhloko ocwaningweni lwamazwe ngamazwe eSumitomo, uthe lokhu kugxuma “bekulindelekile.” “Ngokuhamba kwesikhathi, intengo izokweqa ama- $10000.“

Umthelela walolu bhubhane awudambi neze ukufunwa kwethusi, ikakhulukazi ngenxa yokululama kweChina ngokushesha.

I-China ingumthengi omkhulu wethusi emhlabeni, edla ingxenye yomkhiqizo ophelele emhlabeni.Uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule, ukuthengwa kwe-China kwethusi elingagaywe kanye nemikhiqizo kusukela ngoJanuwari kuya ku-April kukhuphuke ngo-9.8%.

"Cishe asikho isizathu sokuthi intengo yethusi yehle," kusho uTetsu Emori, isikhulu esiphezulu se-Emori Fund Management, inkampani yaseJapan ebonisana nokutshalwa kwezimali.U-Emori uveze ukuthi ithusi liba yimpahla ekhangayo kubatshalizimali, ikakhulukazi njengoba amazwe amakhulu ekhuthaza ukubola kwekhabhoni, okulindeleke ukuthi kukhuphule isidingo sezimoto zikagesi neziteshi zikagesi zomoya nelanga.

Ithusi lisetshenziswa kakhulu ukwenzaizintambo ze-pvfuthi ibalulekile kubakhi bengqalasizinda.Iwine isicoco esithi “Doctor” ngekhono layo elimangalisayo lokubikezela impilo yomnotho womhlaba.

Nakuba lolu bhubhane lungakapheli okwamanje, ukululama kweChina kubangele ukunyuka kwamanani ezimpahla eziningi.Onyakeni owodwa nje, intengo yensimbi ikhuphuke ngo-78%, futhi intengo yokuma yokhuni iphindeke kathathu.Amanani ezinye izinsimbi ezifana ne-nickel ne-aluminium nawo anyukile.Kodwa-ke, intengo ye-aluminium ayizange ikhuphuke njengentengo yethusi, ngakho-keizintambo ze-aluminium alloyisengakhethwa eziteshini zamandla e-photovoltaic.

Abahlaziyi abaningi bathi intengo yethusi mancane amathuba okuba yehle kakhulu kune-US$8,000 ngethani.

"I-Copper manje ibheka iphuzu elisha lokulinganisa amanani," kusho u-Honma.Isazi esiyinhloko sezomnotho se-Sumitomo Corporation Global Research sibikezela ukuthi “inani elisha lentengo yethusi lizokhuphuka ngezinga eliphakeme.”

Umbono wakhe obusha awunasisekelo.

UGoldman Sachs ulinganisela ukuthi ngenxa yenguquko eluhlaza, ukufunwa kwethusi kuzokwenyuka cishe ngamathani ayizigidi ezingu-600 kuya kwezingu-5.4 ngo-2030. Kodwa-ke, ngo-2030, imakethe ingase ibhekane negebe lokuhlinzeka ngamathani ayizigidi ezingu-8.2.

Kule minyaka eyishumi edlule, ukuthuthukiswa kwezimayini ezintsha bekubekelwe imingcele, futhi izinkampani zezimayini zisaxwayile ngokuphinda kabili utshalomali ezimayini ezintsha phakathi kwezindleko ezikhuphukayo.

Izimayini ezithembisayo zikhona lapho okunzima khona ukuthutha imishini emikhulu.Ukwanda kokuqwashisa ngemvelo nakho kuholele ekwenyukeni kwezindleko zokunciphisa imvelo.Noma ngabe inkampani iqala manje ukuhlola imayini, kuzothatha okungenani iminyaka emihlanu ukukhiqiza noma yini.

Ngesikhathi esifanayo, kulo lonke elase-Asia, ngenxa yesidingo esikhulayo sethusi, amanani entengo yezinkampani zezimayini nezokuhweba ziye zanda.

Intengo yamasheya enkampani ehwebayo yaseJapane iMarubeni Co., Ltd. inyuke ngamaphesenti angaphezu kuka-34 kusukela ekuqaleni konyaka, kuyilapho abakhiqizi bensimbi abangenayo insimbi njengeDowa Holdings neNdawo Holdings bathole izinzuzo eziqinile kuze kube manje kulo nyaka.

Amathrendi afanayo angabonakala kwezinye izingxenye zesifunda.ENingizimu Korea, intengo yamasheya yomkhiqizi wethusi i-Poongsan Corp. ikhuphuke ngaphezu kuka-46% kulo nyaka, kuyilapho intengo yamasheya ye-South Korean Zinc Industry ikhuphuke ngo-16%.Intengo yamasheya yenkampani yezimayini zethusi yaseShayina iJiangxi Copper inyuke ngo-47% eHong Kong, kanti intengo yamasheya yeZijin Mining Group inyuke ngo-31%.

Izimali ziye zangena ezitokisini zezinkampani ezihlobene ngoba ithemba lokuthi amanani ethusi azoqhubeka nokukhuphuka liye lanikeza abatshalizimali ukukhetha engozini.Lokhu kuphinde kube yingxenye yenkambiso lapho abatshalizimali besuka esitokweni esikhula kakhulu baye esitokweni esijikelezayo ngenxa yokusimama komnotho okulindelekile kusukela ekuwohlokeni kwenyumoniya entsha.

Ngenxa yalokho, imboni yezimayini isebenze ngokudlulele ngamasheya ezobuchwepheshe ezinyangeni ezisanda kwedlula.

Uma kuqhathaniswa nokuqala konyaka, izintengo zesitoko zezinkampani ezinkulu zobuchwepheshe ezifana ne-Apple ne-Alibaba zisesifundeni esingesihle, kuyilapho amanani esitoko e-Japan's SoftBank Group kanye ne-TSMC enyuke kancane.

I-MSCI ACWI Metals and Mining Index yakhiwe izitoko ezinkulu nezimaphakathi ezivela ezimakethe ezithuthukisiwe ezingama-23 kanye nezimakethe ezisafufusa ezingama-27.Kulo nyaka, inyuke ngo-20%, ephakeme kakhulu kunokwenyuka okungu-4% kwe-MSCI ACWI Information Technology Index.

Ethintwe ukungena kwezimali, ukubuyiselwa kwezimali zezimpahla ezihweba ngethusi nakho kukhuphuke kakhulu.

Izinga lokubuyiswa kwe-WisdomTree Copper ETC onyakeni odlule licishe libe ngama-80%, futhi izimpahla ezingaphansi kwabaphathi zikhuphuke zafinyelela ezingeni lamarekhodi angaphezu kwezigidi ezingu-US$900.Isilinganiso sokuphathwa kwempahla ye-Copper Index Fund yase-US sidlula izigidi ezingama-300 zamadola aseMelika, futhi izinga layo lembuyiselo yonyaka owodwa lidlula ama-80%.

Ngonyaka odlule, kwabikwa ukuthi iBerkshire Hathaway kaWarren Buffett yathenga ngaphezudlwana kuka-5% weMarubeni, Sumitomo nabanye abadayisi abakhulu abathathu.Izinkampani zokuhweba zaseJapan zihehe ukunaka komhlaba wonke.

UWarren Buffett, owaziwa njengomtshali-zimali obamba amasheya isikhathi eside, esitatimendeni uthe inkampani yokuhweba "inamabhizinisi amaningi ahlanganyelwe emhlabeni jikelele, futhi kungenzeka kube nokunye.… Ngethemba ukuthi kuzoba namathuba okusizakala ngokuzayo..”

Amabhange ezentengiselwano ahileleke ngokujulile emnothweni wangempela.Bahlinzeka ngamandla, izinsimbi, impahla kanye nohlu lweminye imikhiqizo e-Japan, eyivelakancane ngezinsiza.

Ngesikhathi esifanayo, abanye abatshalizimali besikhathi eside bayaqaphela mayelana nokutshala imali embonini encike kakhulu ezimweni zezomnotho kanye nemijikelezo yemakethe.

UMasafumi Oshiden, inhloko yakwa-Japan equity eNew York Mellon Investment Management eTokyo, uthe, "Ngokwezindinganiso ze-ESG [Environmental, Social and Governance], kusenzima ukwenza uhlolo oluhle."

Izinkampani zingaphansi kwengcindezi eyandayo evela kuzishoshovu nabatshalizimali ukuthi bathathe isinyathelo sokubhekana nokuguquguquka kwesimo sezulu, futhi ohulumeni emhlabeni wonke sebeqalile ukumemezela ukuzibophezela kwabo ekukhipheni ikhabhoni.Izinkampani zezimayini ziyanxuswa ukuthi zishintshele ezinqubweni zokukhiqiza ezihlanzekile futhi zizibophezele ekwandiseni izinto obala ukuze zihambisane nezindinganiso ze-ESG.

Ukutshalwa kwezimali kuka-Oshiden kugxile ethembeni lokuthuthukisa inani lebhizinisi lesikhathi eside, futhi waveza ukuthi izinkampani zezimayini azikakalungeli leli su.“Imali etholwa yizinkampani ezihwebayo nayo kunzima ukuyiqagula,” kusho yena."Basebenza ezindaweni eziningi zamabhizinisi."