{"id":8108,"date":"2020-11-13T15:35:24","date_gmt":"2020-11-13T13:35:24","guid":{"rendered":"http:\/\/economic.karpat.in.ua\/?p=8108"},"modified":"2020-11-13T09:45:22","modified_gmt":"2020-11-13T07:45:22","slug":"a-befektetesi-bankok-del-afrikai-kolumbiai-deviza-mellett-az-ukran-allampapirokat-is-ajanljak","status":"publish","type":"post","link":"https:\/\/economic.karpat.in.ua\/?p=8108&lang=hu","title":{"rendered":"A befektet\u00e9si bankok d\u00e9l-afrikai, kolumbiai deviza mellett az ukr\u00e1n \u00e1llampap\u00edrokat is aj\u00e1nlj\u00e1k"},"content":{"rendered":"\n

Az amerikai v\u00e1laszt\u00e1sokat \u00e9s a koronav\u00edrus elleni vakcina sikeres tesztel\u00e9s\u00e9t k\u00f6vet\u0151en a nagy befektet\u00e9si bankok a felt\u00f6rekv\u0151 piaci deviz\u00e1k v\u00e1s\u00e1rl\u00e1s\u00e1ra buzd\u00edtanak \u2013 \u00edrja a Reuters.<\/strong> <\/p>\n\n\n\n

A Morgan Stanley szerint az ink\u00e1bb a term\u00e9szeti er\u0151forr\u00e1sokra, olcs\u00f3 gy\u00e1rt\u00e1sra vagy az idegenforgalomra t\u00e1maszkod\u00f3 fejl\u0151d\u0151 gazdas\u00e1gok sz\u00e1m\u00e1ra rendk\u00edv\u00fcl el\u0151ny\u00f6s a glob\u00e1lis kereskedelem \u00e9s az utaz\u00e1s fellend\u00fcl\u00e9se, valamint a kisz\u00e1m\u00edthat\u00f3bb Feh\u00e9r H\u00e1z. Az amerikai befektet\u0151h\u00e1z ki is adta a jelsz\u00f3t: venni kell minden felt\u00f6rekv\u0151 piaci eszk\u00f6zt.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Els\u0151sorban a k\u00ednai, mexik\u00f3i, brazil, d\u00e9l-afrikai, kolumbiai \u00e9s az orosz deviz\u00e1ba val\u00f3 befektet\u00e9st javasolj\u00e1k, de aj\u00e1nlj\u00e1k az olyan \u201ekem\u00e9ny\u201d valut\u00e1ban jegyzett k\u00f6tv\u00e9nyeket is, mint az ukr\u00e1n \u00e1llampap\u00edrok, vagy a mexik\u00f3i \u00e1llami olajt\u00e1rsas\u00e1g \u00e1ltal kibocs\u00e1jtott PEMEX-k\u00f6tv\u00e9nyek. A bank k\u00e9pviselet\u00e9ben nyilatkoz\u00f3 James Lord \u00fagy v\u00e9li, j\u00f3 es\u00e9llyel a rali m\u00e9g 2021 els\u0151 negyed\u00e9v\u00e9ig is kitart, \u00e9s rengeteg, eddig a partvonalon k\u00edv\u00fcl v\u00e1rakoz\u00f3 p\u00e9nz jelenhet meg \u00fajra a kock\u00e1zatos eszk\u00f6z\u00f6k piac\u00e1n.<\/p>\n\n\n\n

A hasonl\u00f3 tan\u00e1csokat osztogat\u00f3 Citibank pedig els\u0151sorban az indon\u00e9z r\u00fapi\u00e1t \u00e9s a thaif\u00f6ldi b\u00e1tot tartja j\u00f3 befektet\u00e9snek.<\/p>\n\n\n\n

B\u00e1r az idegenforgalmi bev\u00e9telek csak h\u00f3napok m\u00falva \u00e1ramlanak be p\u00e9ld\u00e1ul Thaif\u00f6ldre, m\u00e1r l\u00e1tszik a f\u00e9ny az alag\u00fat v\u00e9g\u00e9n, illetve a t\u00fcntet\u00e9sek folytat\u00f3d\u00e1sa miatti aggodalmak is csillapodnak, ez\u00e9rt a b\u00e1t sokat er\u0151s\u00f6dhet \u2013 mondta Dirk Willer, a Citi elemz\u0151je.<\/p>\n\n\n\n

S\u0151t a Citi \u00e9s a francia Societe Generale a t\u00f6r\u00f6k l\u00edr\u00e1t is v\u00e9telre aj\u00e1nlja, miut\u00e1n Erdogan eln\u00f6k elbocs\u00e1totta p\u00e9nz\u00fcgyminiszter\u00e9t \u00e9s a t\u00f6r\u00f6k jegybank eln\u00f6k\u00e9t, illetve jelent\u0151s politikai v\u00e1ltoz\u00e1sokat is \u00edg\u00e9rt.<\/p>\n\n\n\n

Az UBS felt\u00f6rekv\u0151 piaci vezet\u0151 strat\u00e9g\u00e1ja, Manik Narain ugyanakkor arra h\u00edvta fel a befektet\u0151k figyelm\u00e9t, hogy a k\u00ednai pr\u00e9miumk\u00f6tv\u00e9nyek hozama az infl\u00e1ci\u00f3t is sz\u00e1m\u00edt\u00e1sba v\u00e9ve most haladja meg a legnagyobb m\u00e9rt\u00e9kben az amerikai pap\u00edrok hozam\u00e1t az elm\u00falt 10 \u00e9vben. A hozamk\u00fcl\u00f6nbs\u00e9g miatt viszont a k\u00ednai j\u00fcan er\u0151s\u00f6d\u00e9se v\u00e1rhat\u00f3.<\/p>\n\n\n\n

A nagy k\u00e9rd\u00e9s csak az \u2013 f\u0171zte hozz\u00e1 Narain \u2013, hogy a k\u00ednai k\u00f6zponti bank t\u0171ri-e a j\u00fcan tov\u00e1bbi izmosod\u00e1s\u00e1t.<\/p>\n\n\n\n

Ha igen, a doll\u00e1r\u2013j\u00fcan \u00e1rfolyam a jelenlegi 6,61-r\u0151l visszat\u00e9rhet 6,4-re, ahol 2018 elej\u00e9n \u00e1llt, amikor kit\u00f6rt az amerikai\u2013k\u00ednai v\u00e1mh\u00e1bor\u00fa.<\/p>\n\n\n\n

(vg.hu)<\/a><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

Az amerikai v\u00e1laszt\u00e1sokat \u00e9s a koronav\u00edrus elleni vakcina sikeres tesztel\u00e9s\u00e9t k\u00f6vet\u0151en a nagy befektet\u00e9si bankok a felt\u00f6rekv\u0151 piaci deviz\u00e1k v\u00e1s\u00e1rl\u00e1s\u00e1ra buzd\u00edtanak.<\/p>\n","protected":false},"author":12,"featured_media":8109,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1593,41,11,39],"tags":[7131],"class_list":["post-8108","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-actual-hu","category-cikkek","category-kiemelt-tema","category-vilag","tag-befektetesi-bankok"],"_links":{"self":[{"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/posts\/8108","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=8108"}],"version-history":[{"count":0,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/posts\/8108\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/media\/8109"}],"wp:attachment":[{"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=8108"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=8108"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=8108"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}