Yazi konke malunga ne-forex hedging

Forex hedging ingaphezulu kweqhinga nje; likhaka elichasene nokuguquguquka okungokwemvelo kwimakethi ye-forex. Ukuqonda ukunqanda kubaluleke kakhulu kubarhwebi nakumashishini ngokufanayo, njengoko kubonelela ngeendlela zokukhusela utyalo-mali kunye nokunciphisa ilahleko enokubakho. Nokuba ungumrhwebi ojolise ekukhuseleni inkunzi yakho okanye iqumrhu lamazwe ngamazwe elizibandakanya kurhwebo lwamazwe ngamazwe, ukubamba iziseko zokhuselo kunokuba sisitshixo sokuhamba kwindawo engalindelekanga yotshintshiselwano lwangaphandle.

Yintoni i-forex hedging?

I-Forex hedging bubuchule bobuchule bokulawula umngcipheko obusetyenziswa ngabarhwebi kunye namashishini abandakanyeka kwiimarike zemali. Embindini wayo, uthintelo lubandakanya ukuthatha amanyathelo ngabom ukulinganisa okanye ukunciphisa ilahleko enokubakho evela kwiintshukumo zamaxabiso abi kwimarike yonaniso lwangaphandle. Yindlela esebenzayo efuna ukukhusela umdla wemali ekuguquguqukeni okungafanelekanga.

Kwihlabathi lorhwebo lwemali, umngcipheko liqabane elihlala likhona. Amaxabiso otshintshiselwano axhomekeke ekuguquguqukeni ngenxa yezinto ezahlukeneyo, ezibandakanya iziganeko zoqoqosho, uphuhliso lwemo yelizwe, kunye novakalelo lwemarike. I-Forex hedging yenzelwe ukunciphisa lo mngcipheko ngokudala indawo yokuchasana okanye ukusebenzisa izixhobo zemali ezihamba ngendlela echaseneyo kubhenco oluphambili. Ngokwenza njalo, abarhwebi kunye namashishini bajolise ekunciphiseni impembelelo yezinga lotshintshiselwano olubi, ukuqinisekisa isiphumo esiqikelelwayo ngakumbi kwiinzame zabo zemali.

Iinjongo zokukhusela kwimarike ye-forex zininzi. Okokuqala, ijonge ukukhusela utyalo-mali kwilahleko enokubakho, iqinisekisa ukugcinwa kwenkunzi. Okwesibini, i-hedging ivumela abarhwebi kunye namashishini ukuba bagcine indawo yemali ezinzileyo ebusweni beemarike zemali eziguquguqukayo. Ukongezelela, kunokunika ukuzithemba okufunekayo ukuze ubandakanyeke kurhwebo lwamazwe ngamazwe, usazi ukuba iingozi zemali zilawulwa ngokufanelekileyo. Okokugqibela, amaqhinga okukhusela anokuphucula ukucwangciswa kwemali kunye nohlahlo lwabiwo-mali, kube negalelo kwiinkqubo zoqikelelo oluchanekileyo ngakumbi kunye neenkqubo zokwenza izigqibo.

Izicwangciso zeFX hedges

I-Forex hedging inikezela ngeendlela ezahlukeneyo zobuchule, nganye ilungiselelwe iimfuno ezithile zolawulo lomngcipheko. Nazi iindlela ezintathu ezisetyenziswa ngokuqhelekileyo:

Phambili izivumelwano: Ikhontrakthi yokudluliselwa phambili sisivumelwano phakathi kwamaqela amabini ukutshintshiselana ngesixa esichaziweyo semali enye kwenye ngomhla wekamva omiselwe kwangaphambili kunye nezinga lonaniselwano. Esi sicwangciso sibonelela ngengqiniseko kumazinga otshintshiselwano lwemali, okwenza kube sisixhobo esixabisekileyo kumashishini abandakanyekayo kurhwebo lwamazwe ngamazwe.

iinketho: Iinketho zemali zinika umnini ilungelo, kodwa hayi uxanduva, lokuthenga okanye ukuthengisa iperi yemali ngexabiso elimiselweyo (ixabiso logwayimbo) phakathi kwexesha elimiselweyo. Iinketho zibonelela ngokuguquguquka kwaye zingasetyenziselwa ukukhusela kwiintshukumo zezinga lotshintshiselwano ezingathandekiyo ngelixa uvumela ithuba lokuxhamla kwiintshukumo ezilungileyo.

Ukutshintshana kwemali: Ukutshintshwa kwemali kubandakanya utshintshiselwano lwenqununu kunye neentlawulo zenzala kwimali enye kwiimali ezilinganayo kwenye imali. Esi sicwangciso sisoloko sisetyenziswa ngamaqumrhu ezizwe ngezizwe ukulawula ukuvezwa kwemali yexesha elide, njengamatyala okanye utyalo-mali.

IiPros and Cons of strategy nganye

Phambili izivumelwano: IiPros zibandakanya ukuqinisekiswa kwereyithi kunye nokukhuselwa ngokuchasene neentshukumo ezibi zotshintshiselwano. Nangona kunjalo, abanakho ukuguquguquka njengoko izinga lotshintshiselwano lizinzile, okunokubangela ukuphoswa kwamathuba enzuzo ukuba iireyithi zihamba kakuhle.

iinketho: IiPros ziquka ukuguquguquka kunye nomngcipheko ophantsi ophantsi (i-premium ihlawulwe). Nangona kunjalo, ukhetho luza neendleko (ipremiyamu), enokuphelisa inzuzo ukuba imarike iziphatha kakuhle. Bakwafuna ukuqonda kakuhle kwamaxabiso okhetho.

Ukutshintshana kwemali: Iinzuzo ziquka ukuguquguquka kunye nokukwazi ukulawula ukubonakaliswa kwexesha elide. Nangona kunjalo, zinokubandakanya amaxwebhu antsonkothileyo kwaye zisenokungalungeli iimfuno zeheji yexesha elifutshane.

Imizekelo yendlela isicwangciso ngasinye esinokusetyenziswa ngayo ngempumelelo

Yiba nomfanekiso wenkampani yase-US ethumela iimpahla eYurophu kwaye ilindele ukuhlawulwa ngee-euro kwiinyanga ezintandathu. Ukukhusela ukuhla okunokwenzeka kwe-euro, inkampani inakho:

 Ngokungena kwikhontrakthi yangaphambili yokuthengisa i-euro ngexabiso elimiselweyo, inkampani iqinisekisa ukuba iya kufumana imali eyaziwayo kwiidola kungakhathaliseki ukuba yiyiphi ireyithi yokutshintshiselana ngexesha lokuhlawula.

Kungenjalo, inkampani inokuthenga uhlobo lwemali oluvumela ukuba ithengise i-euro ngexabiso elithile ukuba i-euro iyancipha. Oku kubonelela ngokhuseleko ngelixa uvumela ukuthatha inxaxheba kwiinzuzo ze-euro.

Ukuvezwa kwexesha elide, okufana nokuxhasa ngemali inkampani yaseYurophu, inkampani inokusebenzisa utshintshiselwano lwemali ukulawula izinga lenzala kunye nomngcipheko wemali kwithuba elongeziweyo.

Intsingiselo ye-Hedging kwi-forex

Kumxholo wemarike ye-forex, i-hedging ibhekisela kwisicwangciso sobuchule esijolise ekunciphiseni okanye ekunciphiseni iingozi ezinxulumene nokuguquguquka kwexabiso lokutshintshiselana kwemali. Yindlela esebenzayo apho abarhwebi kunye namashishini bathatha amanyathelo ngabom ukukhusela izikhundla zabo kunye notyalo-mali kwiintshukumo zemali ezibi. Ukubiyela akukho malunga neenzuzo zentelekelelo kodwa kunokukhusela ixabiso le-asethi kunye nokuqinisekisa uzinzo lwemali.

Ukukhusela kwi-forex kubandakanya ukuvula izikhundla ezichasene neendawo ezikhoyo okanye ezilindelekileyo zemarike. Ngokomzekelo, ukuba umrhwebi ulindele ukuba ixabiso lesibini lemali liyancipha, banokungena kwindawo yokubiyela inzuzo kule kwehla kulindeleke. Ngale ndlela, ukuba isikhundla sabo esiphambili sifumana ilahleko ngenxa yeentshukumo ezigwenxa zentengiso, indawo yokubiyela inokubanakho ukuyiphelisa loo lahleko.

Indima ephambili yokukhusela kwimarike ye-forex kukunciphisa umngcipheko. Ngokusebenzisa iindlela ezahlukeneyo zokubiyela, abarhwebi kunye namashishini anokudala ikhaka elikhuselayo elijikeleze umdla wabo wezezimali. Ukukhusela kufana nokuba nepolisi ye-inshorensi echasene neemeko zemarike ezingathandekiyo. Ibonelela ngenqanaba lokuqikelelwa kwimeko-bume enokuthi iguquguquke, iqinisekisa ukuba ilahleko inqongophele okanye iyalawuleka.

Ukuthintela umngcipheko wotshintshiselwano lwangaphandle

Umngcipheko wotshintshiselwano lwangaphandle, odla ngokubizwa ngokuba ngumngcipheko wemali, ngumceli mngeni okhoyo kushishino lwamazwe ngamazwe kunye norhwebo lwe-forex. Ibangelwa kukuguquguquka okunokwenzeka kumaxabiso otshintshiselwano phakathi kweemali ezimbini nangaphezulu, okuchaphazela ixabiso lee-asethi eziyimali, amatyala, okanye iitransekshini. Lo mngcipheko unokukhokelela kwinzuzo engalindelekanga okanye ilahleko xa ujongene neemali zamazwe angaphandle.

I-Forex hedging idlala indima ebalulekileyo ekulawuleni nasekucutheni umngcipheko onaniso lwangaphandle. Ngokusebenzisa amacebo okuthintela, abantu kunye namashishini banokuzikhusela ngokufanelekileyo kwiintshukumo zemali ezigwenxa. Umzekelo, ukuba inkampani ingenisa impahla evela kumazwe angaphandle kwaye kufuneka ihlawule ngemali yangaphandle kwixesha elizayo, inokusebenzisa izixhobo zokubiyela njengeekhontrakthi zangaphambili ukutshixa iqondo lotshintshiselwano, ukuqinisekisa ukuba iindleko zihlala ziqikelelwa. Kwelinye icala, ukuba inkampani ilindele ukufumana iintlawulo ngemali yangaphandle, ukhetho lunokusetyenziswa ukukhusela ukuhla kwemali ngendlela engafanelekanga.

Iinkampani ezininzi zamazwe ngamazwe zisebenzisa i-forex hedging ukukhusela umdla wabo wezezimali. Umzekelo, inkampani yetekhnoloji esekwe e-US esebenza kwihlabathi jikelele inokusebenzisa ihedi ukunciphisa umngcipheko wokuguquguquka kwemali okuchaphazela ingeniso yayo yamazwe ngamazwe. Ngokufanayo, inkampani yeenqwelo moya ethenga inqwelo moya kumenzi waseYurophu ingangena kutshintshiselwano lwemali ukulawula ukuvezwa kwayo kutshintsho lwexabiso lotshintshiselwano. Le mizekelo yehlabathi lokwenyani ibonisa indlela i-forex hedging esisisixhobo esiyimfuneko kwiinkampani ezibandakanyekayo kwiintengiselwano eziwela imida, ziqinisekisa uzinzo kunye nokuqikelelwa kwimeko ye-forex eguquguqukayo.

Iinzuzo ze-forex hedging

Ukubandakanya izicwangciso zokubiyela kurhwebo lwakho lwe-forex okanye kwimisebenzi yeshishini kunika intaphane yeenzuzo:

Ukunciphisa umngcipheko: Inzuzo ephambili ye-hedging yikhono lokunciphisa okanye ukulawula ilahleko enokubakho ebangelwa ukunyakaza kweemali ezimbi. Oku kunciphisa umngcipheko kunika uxolo lwengqondo kunye nokhuseleko lwezemali.

Ukuqukuqela kwemali eqikelelwayo: Kumashishini abandakanyeka kurhwebo lwamazwe ngamazwe, i-forex hedging iqinisekisa ukuba ukuhamba kwemali kuhlala kuqikeleleka, ukuvumela uhlahlo lwabiwo-mali oluchanekileyo kunye nocwangciso lwezemali.

Ukugcinwa kwenkunzi: Abarhwebi banokukhusela inkunzi yabo kwilahleko enkulu, ebenza bakwazi ukuhlala kwimarike kwaye baqhubeke nokurhweba nangamaxesha aguqukayo.

Ukuzithemba ngakumbi: Izicwangciso zokukhusela zibonelela ngokuzithemba kunye nokuzinza, ezinokuthi zibaluleke ngakumbi xa ujongene neemeko zemakethe ye-forex engalindelekanga.

Ukuguquguquka luphawu lwendalo lwemalike yemali, iyenza ibe sesichengeni sokutshintsha kwamaxabiso ngequbuliso. Forex hedging isebenza njengekhaka ngokuchasene noku kuguquguquka. Abarhwebi banokungena kwiindawo zokubiyela ezivala ilahleko enokubakho ukusuka kwiintshukumo ezimbi zeemarike. Amashishini, kwelinye icala, anokukhusela amaxabiso otshintshiselwano lwentengiselwano yexesha elizayo, azikhusele ekuguquguqukeni kwemali okungathandekiyo. Ngokwenza njalo, bobabini abarhwebi kunye namashishini baxhotyiswe ngcono kwisiphithiphithi semarike yemozulu kunye nokuhamba nge-forex landscape ngokuzithemba.

Imingcipheko kunye nemingeni

Ngelixa i-forex hedging ibonelela ngeenzuzo ezininzi, kubalulekile ukuqonda kunye nokuqonda iingxaki ezinokuthi zibekho kunye nemingeni:

iindleko: Izicwangciso zokukhusela zihlala zibandakanya iintlawulo, iintlawulo, okanye ukusabalalisa, ezinokutya inzuzo. Kubalulekile ukulinganisa iindleko zokubiyela ngokuchasene neenzuzo ezinokubakho.

Ukukhusela ngaphezulu: Ukubiyela ngokugqithisileyo kunokukhokelela kumathuba engeniso ephosiweyo. Ukubetha ibhalansi elungileyo phakathi kokhuseleko kunye nokuveliswa kwengeniso kungumngeni.

Ixesha lemarike: Ukuqikelela ngokuchanekileyo ukunyakaza kweemarike kulucelomngeni. Ukubiyela kwangoko okanye emva kwexesha kakhulu kunokukhokelela kwiziphumo ezingancumisiyo.

Ukunyaniseka: Ezinye izixhobo zokukhusela, ezifana neenketho kunye nezinto eziphuma kuzo, zinokuba nzima. Ukungaqondi kunokukhokelela kwiimpazamo okanye ilahleko.

Ukulawula umngcipheko kunye nemingeni ehambelana ne-forex hedging ngokufanelekileyo, qwalasela ezi zicwangciso zilandelayo:

Uhlalutyo lweendleko-inzuzo: Hlala uvavanya iindleko zokubiyela ngokuchasene nelahleko enokwenzeka. Khetha esona sicwangciso sibi kakhulu se-hedging esihambelana nokunyamezela kwakho umngcipheko kunye neenjongo zokurhweba.

ukohlulwa: Yahlula ipotifoliyo yakho ukunciphisa ukuthembela kwiqhinga elinye lokubiyela. Oku kwandisa umngcipheko kwaye kunokuphucula ukusebenza kwexesha elide.

Education: Tyala ixesha lokufunda malunga nezixhobo ezithile zokukhusela oceba ukuzisebenzisa. Qonda oomatshini babo, iingenelo, kunye nemida.

Ukubeka iliso rhoqo: Hlala ubeka iliso kwizikhundla zakho zokubiyela kwaye uzilungelelanise njengoko iimeko zentengiso ziguquka. Kuphephe ukuzinikela ngokugqithisileyo kwisicwangciso esinye okanye ukuzivalela kwindawo yexesha elide ngaphandle kokuguquguquka.

Ingcebiso yobungcali: Funa isikhokelo kwiingcali ezinamava ze-forex okanye abacebisi bezemali, ngakumbi xa ujongene nezixhobo zokukhusela eziyinkimbinkimbi.

isiphelo

Forex hedging ayiloqhinga nje lokurhweba; likhaka elichasene nokuguquguquka okungokwemvelo kwimakethi ye-forex. Ibonelela ngokunciphisa umngcipheko, ukugcinwa kwenkunzi, kunye nokuzinza kwezemali. Ukuqonda kunye nokusetyenziswa kwe-forex hedging ngumba obalulekileyo worhwebo olunoxanduva kunye nokusebenza kweshishini lamazwe ngamazwe. Ivumela abarhwebi kunye namashishini ukuba bakhusele umdla wabo wezezimali kwaye bajonge imeko enzima yeemarike zemali ngokuzithemba.

IHedging ayiwuphelisi umngcipheko ngokupheleleyo, kodwa ithomalalisa ifuthe lokuguquguquka okungalunganga kwemali. Ixabiseke kakhulu kumashishini abandakanyeka kurhwebo lwamazwe ngamazwe, njengoko iwavumela ukuba acwangcise kunye nohlahlo lwabiwo-mali ngokuqiniseka okukhulu. Ngokuqonda i-dynamics of hedging, abathathi-nxaxheba beemarike banokulawula ngokufanelekileyo umngcipheko, baphucule uzinzo lwezemali, kwaye benze izigqibo ezinolwazi kwihlabathi elihlala liguquguquka lokurhweba nge-forex.