Ukulinganisa kwemali ku forex
Ukuhlobana kwezimali ekuhwebeni kwe-forex kubhekisela esilinganisweni sezibalo sokuthi amapheya emali amabili noma ngaphezulu avame ukuhamba kanjani ngokuhlobene. Inikeza abahwebi imininingwane ebalulekile ekuxhumekeni kwezimali ezahlukene ngaphakathi kwemakethe yokushintshiselana ngemali yangaphandle. I-coefficient yokuxhumanisa, esukela ku -1 ukuya ku +1, ilinganisa amandla nesiqondiso salobu budlelwano. Ukuhlotshaniswa okuhle kubonisa ukuthi amapheya emali amabili ahamba aye ohlangothini olufanayo, kuyilapho ukuhlobana okungalungile kuphakamisa ukunyakaza okuphambene. Ngakolunye uhlangothi, akukho ukuhlobana okubonisa ukuthi amapheya emali ahamba ngokuzimela.
Ngokubamba ubudlelwano phakathi kwamapheya emali, abahwebi bangenza izinqumo ezinolwazi olunzulu mayelana nokuhlukahluka kwephothifoliyo, ukulawulwa kwezingcuphe, namaphuzu abalulekile okungena nokuphuma. Ukwengeza, ukuhlaziya ukuhlobana kohlobo lwemali kusiza ekuhlonzeni amathuba okuhweba angaba khona ngokubona amathrendi ahlobene namapheya ahlobene angase abe nomthelela.
Ngaphezu kwalokho, ukuqonda izici ezithonya ukuhlotshaniswa kwemali, njengezinkomba zezomnotho, umuzwa wemakethe, nemicimbi ye-geopolitical, kwenza abathengisi bakwazi ukuzivumelanisa ngokushesha nezimo zemakethe ezishintshayo. Lokhu kuqonda kusiza abathengisi behlise ubungozi, basebenzise amathrendi emakethe, futhi benze izinqumo eziphusile zokuhweba. Ekugcineni, ukufaka ukuhlaziya kokuhlobana kwezimali kumasu okuhweba kunomthelela endleleni eyakhiwe kahle futhi ebanzi ehambisana nesimo esiguquguqukayo semakethe ye-forex.
Izinhlobo zokuhlobana kwemali:
Ukuhlobana okuhle ekuhwebeni kwe-forex kwenzeka lapho amapheya emali amabili noma ngaphezulu ehamba ngokuhambisana, ekhuphuka noma ewa ndawonye. Lolu hlobo lokuhlobana lubonisa ukuthi kunobudlelwano obufanayo phakathi kokunyakaza kwezinhlobo zemali ezibhanqiwe. Isibonelo, uma i-EUR/USD kanye ne-GBP/USD zombili zithola amathrendi akhuphukayo, kubonisa ukuhlobana okuhle phakathi kwe-Euro nePondo laseBrithani. Ngokufanayo, uma i-USD/CAD kanye ne-AUD/USD zombili ziba nezimo eziya phansi, iphakamisa ukuhlobana okuhle phakathi kwe-US Dollar, i-Canadian Dollar, ne-Australian Dollar. Abahwebi bavame ukusebenzisa ukuhlobana okuhle ukuze bahlukanise iphothifoliyo yabo, beqaphela ukuthi amapheya ahlotshaniswa kahle angasiza ekusabalaleni ubungozi futhi athuthukise inzuzo ngesikhathi sezimo ezivumayo zemakethe.
Ukuhlobana okungekuhle ekuhwebeni kwe-forex kubonwa lapho amapheya emali amabili ehamba ebheke ezinhlangothini eziphambene, ekhombisa ubudlelwano obuphambene. Uma i-USD/JPY ikhuphuka ngenkathi i-EUR/USD iwa, ikhombisa ukuhlobana okungekuhle phakathi kwe-US Dollar kanye ne-Yen yaseJapan. Ukuxhumana okungekuhle kunganikeza abahwebi ithuba lokubiyela izikhundla. Isibonelo, uma umthengisi ebambe isikhundla eside ku-EUR/USD futhi ekhomba ipheya ehlobene kabi njenge-USD/CHF, angase acabange ukuvula isikhundla esifushane ku-USD/CHF ukuze anciphise ukulahlekelwa okungaba khona ekuhwebeni kwe-EUR/USD. Ukuxhumana okungekuhle kungasebenza njengethuluzi lokulawula ubungozi, okuvumela abathengisi ukuthi basuse ukulahlekelwa okungaba khona endaweni eyodwa ngenzuzo kwesinye.
Akukho ukuhlobana, okwaziwa nangokuthi uziro noma ukuhlobana okuphansi, okubonisa ukuthi amapheya emali amabili awabonisi ubudlelwano obubalulekile ekuhambeni kwawo. Lolu hlobo lokuhlobana luphakamisa ukuthi ukunyakaza kwentengo kwezinhlobo zemali ezibhanqiwe kuzimele. Isibonelo, i-EUR/JPY kanye ne-NZD/CAD zingase zingabonisi ukuhlobana okubalulekile, okusho ukuthi ukushintshashintsha kwevelu yokukodwa akuthonywa enye ipheya. Abahwebi kufanele baqaphele ukuthi bangacabangi ukuhlobana phakathi kwamapheya emali ngaphandle kokuhlaziywa okufanele, njengoba izinqumo zokuhweba ezisekelwe ekucabangeleni okungalungile zingaholela emiphumeleni engathandeki. Lapho uhweba ngamapheya emali ngaphandle kokuhlobana, ukuncika kwezinye izinhlobo zokuhlaziya nezinkomba ukuze ukwazisa ukwenziwa kwezinqumo kubalulekile.
Izinto ezithinta ukuhlobana kwemali:
Izinkomba zomnotho:
Izilinganiso zenzalo zibalulekile ekuthonyeni ukuhlobana kwemali emakethe ye-forex. Izinqumo zamabhange amakhulu zokunyusa, ukwehlisa, noma ukugcina izilinganiso zenzalo zinomthelela ekuthandeni kwezwe utshalomali lwangaphandle. Izilinganiso zenzalo ephakeme ngokuvamile ziholela ekwazisweni kohlobo lwemali njengoba abatshalizimali befuna imbuyiselo engcono, okuthinta ukuhlobana phakathi kwamapheya emali. Isibonelo, uma ibhange elikhulu likhuphula izilinganiso zenzalo, uhlobo lwemali lungase luqine, lube nomthelela ekuhlobaneni kwalo nezinye izinhlobo zemali.
I-Gross Domestic Product (i-GDP) yezwe ikhombisa impilo yezomnotho kanye namathemba okukhula. Ukukhula okuhle kwe-GDP kungathuthukisa ukuzethemba kwabatshalizimali, kukhuphule isidingo semali yezwe. Izimali zamazwe anokukhula okuqinile kwe-GDP zingabonisa ukuhlobana ngenxa yezimo zomnotho ezabiwe.
Amazinga okungasebenzi kanye nedatha yokuqashwa ikhombisa amandla emakethe yezabasebenzi. Ukuthuthukisa idatha yokuqashwa kungathuthukisa ukusetshenziswa kwabathengi nokukhula komnotho, kuthinte amanani emali. Ukuhlobana kungavela phakathi kwezimali zamazwe ahlangabezana nezitayela ezifanayo kwezokuqashwa.
Umuzwa wemakethe:
Imizwa yemakethe idlala indima ebalulekile ekuthonyeni ukuhlobana kwemali. Phakathi nenkathi yemizwa yokubeka engcupheni, abatshalizimali bazimisele kakhulu ukuzifaka engozini, okuholela ekufuneni okuphezulu kwezimali ezihlobene nezimpahla ezikhiqiza kakhulu. Ngokuphambene, izimali eziphephile njenge-Yen YaseJapane kanye ne-Swiss Franc zivame ukuqina ngezikhathi zokungabikho engcupheni, zibe nomthelela ekuhlobaneni phakathi kwamapheya emali ahlukene.
Imicimbi ye-Geopolitical:
Izivumelwano zohwebo nezingxabano zingaba nomthelela omkhulu ekuhlobaneni kwemali. Intuthuko enhle njengezivumelwano zohwebo ingathuthukisa amathuba ezomnotho kanye nokwazisa ngemali. Ngakolunye uhlangothi, ukungezwani kwezohwebo kungadala ukungaqiniseki futhi kube nomthelela ekusebenzelaneni njengoba abatshalizimali besabela ekushintsheni kokushintshashintsha kwezohwebo.
Ukuzinza kwezepolitiki kubalulekile ekukhuleni komnotho kanye nokuzethemba kwabatshalizimali. Izinhlobo zemali zamazwe azinzile kwezombusazwe zivame ukuhlobana ngenxa yemibono eyabiwe yokuvikeleka nokubikezelwa. Ukungazinzi kwezombangazwe kungaphazamisa ukuhlobana uma kubangela ukungaqiniseki nokuguquguquka emakethe.
Ukusebenzisa ukuhlanganisa imali kumasu okuhweba:
Ukuhlaziya ukuhlobana kohlobo lwemali kuyithuluzi elinamandla labathengisi abafuna ukuhlukanisa amaphothifoliyo abo. Ngokuhlonza amapheya emali ahlobene kahle, abathengisi bangasakaza ubungozi ezimpahleni eziningi ezivame ukuhamba ndawonye. Ngokuphambene, ngokuhlanganisa amapheya ahlobene kabi, abahwebi bangakwazi ukuqeda ukulahlekelwa okungase kube khona endaweni eyodwa ngenzuzo kwesinye. Ukuhlukahluka ngokuhlanganiswa kwemali kusiza ukuphatha ukuchayeka engozini futhi kukhuthaze indlela yokuhweba elinganiselayo.
Ukuhlotshaniswa kohlobo lwemali kudlala indima ebalulekile kumasu okuvikela asebenzayo. Lapho abathengisi bebona ukuhlobana okungekuhle phakathi kwamapheya emali, bangasebenzisa ipheya eyodwa ukuze bagweme ukulahlekelwa okungase kube khona kwenye. Isibonelo, uma umthengisi ebambe isikhundla eside ku-EUR/USD futhi elindele ukwehla, angase avule isikhundla esifushane ku-USD/CHF ngenxa yokuhlobana kwabo okungekuhle komlando. I-Hedging isiza ukunciphisa ukulahlekelwa okungenzeka futhi inikeze inetha yokuphepha ezimeni zemakethe ezingaqinisekile.
Ukuhlaziya ukuhlobana kohlobo lwemali kuyithuluzi elibalulekile lokulawula ubungozi ngobuhlakani. Ngokugwema ukuchayeka ngokweqile kumapheya ahlobene kakhulu, abahwebi bangavimbela ukugxila ngokweqile kwengozi. Ukwehluka ngamapheya ngokuhlobana okuhlukahlukene kusiza ukuvikela imali yokuhweba futhi kunciphisa umthelela wokunyakaza kwezimakethe kungazelelwe. Abahwebi bangakwazi ukwaba imali ngokwecebo ngokusekelwe ekubekezeleleni kwabo ubungozi kanye nokuhlobana phakathi kwamapheya emali ukuze kugcinwe iphrofayili yengcuphe elinganiselwe.
Ukuxhumana okuhle kungadalula amathuba okuhweba ngokugqamisa amapheya ajwayele ukuhamba ndawonye. Uma ipheya yemali eyodwa ibonisa ithrendi eqinile, abathengisi bangabheka kumapheya ahlobene ukuze uthole uhwebo olungase lube khona oluqondana nomuzwa wemakethe okhona. Ukuhlonza amathuba ngokuhlaziywa kokuhlobana kohlobo lwemali kwenza abathengisi bakwazi ukwenza imali ngokunyakaza okuvunyelanisiwe futhi bakhulise inzuzo ngesikhathi sezimo zemakethe ezivumayo.
Amathuluzi nezisetshenziswa zokuhlaziya izixhumanisi zemali:
Ama-coefficients ahlotshaniswayo amanani ezinombolo alinganisa ngokomthamo ubudlelwano phakathi kokubhanqwa kwemali. Kusukela ku -1 kuye ku +1, lawa ma-coefficient anikeza imininingwane yamandla nesiqondiso sokuhlobana. Abahwebi bangakwazi ukubala ama-coefficients ahambisanayo besebenzisa idatha yentengo yomlando namafomula ezibalo, babasize balinganise ukuthi amapheya amabili ahamba eduze kangakanani ngokuhlobene.
I-Correlation matrices inikezela ngokumelela okubonakalayo okuphelele kokuhlobana kwemali. Lawa matrices aphrezenta ama-coefficients wokuxhumanisa amapheya ezinhlamvu zemali eziningi ngefomethi yegridi, okuvumela abahwebi ukuthi bakhombe ubudlelwano phakathi kwamapheya ahlukahlukene ngokushesha. Ngokuhlola ukuhlobana phakathi kwamapheya amaningi, abathengisi bangenza izinqumo ezinolwazi mayelana nokuhlukahluka kwephothifoliyo nokulawulwa kwezinhlekelele.
Izinkundla zokuhweba zesimanje zivame ukufaka amathuluzi akhelwe ngaphakathi kanye nesoftware ukwenza lula ukuhlaziya ukuhlobana kohlobo lwemali. Lezi zinkundla zinikeza abadayisi idatha yesikhathi sangempela kanye nezethulo ezibukwayo zokuhlobana, ukuqeda isidingo sokubala ngesandla. Izinsiza eziku-inthanethi nazo zinikeza izinkomba zokuhlobana, okuvumela abathengisi ukuthi bamboze idatha yokuhlobana emashadini abo ukuze basize ekuthathweni kwezinqumo. Lokhu kufinyeleleka kuthuthukisa ikhono labahwebi lokufaka kalula ukuhlaziywa kokuhlobana emasu abo.
Amaphutha ajwayelekile okufanele uwagweme:
Elinye lamaphutha abaluleke kakhulu abadayisi abangawenza ukunganaki indima yokuhlanganiswa kwemali ezinqumweni zabo zokuhweba. Ukwehluleka ukucabangela ukuthi amapheya emali asebenzisana kanjani kungaholela ekuchayekeni okungahlosiwe. Abahwebi kufanele bahlanganise ukuhlaziywa kokuhlobanisa njengengxenye ebalulekile yenqubo yabo yokuthatha izinqumo ukuze bahlole imiphumela engase ibe khona kangcono futhi balawule ubungozi ngempumelelo.
Ukuhlotshaniswa kohlobo lwemali akumi futhi kungashintsha ngokuhamba kwesikhathi ngenxa yokuguquguquka kwamandla emakethe. Ukuziba ukushintsha ukuhlobana kungase kubangele izinqumo ezingenalwazi olungalungile. Abahwebi kumele baqaphe njalo ukuhlobana futhi balungise amasu abo ngendlela efanele. Ukuqaphela ukuhlobana kungavimbela ukulahlekelwa okungalindelekile futhi kuthuthukise ukunemba kwezinqumo zokuhweba.
Izibonelo zangempela:
Isifundo 1: EUR/USD kanye ne-USD/CHF
Inhlanganisela ye-EUR/USD kanye ne-USD/CHF yohlobo lwemali ihlinzeka ngesifundo esiyindaba esithakazelisayo sokuhlobana okungekuhle. Ngokomlando, lawa mapheya abonise ubudlelwano obuphambene obufanayo. Lapho i-EUR/USD ibonga, okubonisa amandla e-Euro, i-USD/CHF ivame ukwehla, okubonisa amandla e-Swiss Franc. Abahwebi ababona lokhu kuhlobana okungalungile bangakusebenzisa ngamasu. Ngokwesibonelo, ngezikhathi zokwazisa kwe-Euro, umhwebi angase acabangele ukufinyeza i-USD/CHF njengothango lokumelana nokulahlekelwa okungenzeka endaweni ende ye-EUR/USD.
Isifundo 2: I-AUD/USD kanye negolide
Ukuhlobana kwe-AUD/USD kanye neGolide kukhombisa ubudlelwano obuhle obuthonywe indima yase-Australia njengomkhiqizi wegolide obalulekile. Njengoba intengo yegolide ikhuphuka, umnotho wase-Australia uvame ukuhlomula ngenxa yokwanda kwemali engenayo etholakala kwamanye amazwe. Ngenxa yalokho, iDola lase-Australia livame ukuqina, okuholela ebudlelwaneni obuhle phakathi kwe-AUD/USD currency pair kanye nentengo yegolide. Abahwebi abakunaka lokhu kuhlobana bangase bahlonze amathuba lapho amanani egolide ethola umnyakazo obalulekile.
Ikesi 3: GBP/USD kanye ne-FTSE 100
Ukuhlotshaniswa kwenkomba ye-GBP/USD kanye ne-FTSE 100 kugqamisa ukuxhumana phakathi kwePondo yaseBrithani kanye nemakethe yokulingana yase-UK. Idatha yezomnotho eqondile noma ukuzinza ngokuvamile kuqinisa kokubili iPound kanye ne-FTSE 100. Ngokuphambene, izindaba ezingezinhle zingaholela ebuthakathakeni kukho kokubili. Ukubona lokhu kuhlobana kuvumela abahwebi ukuthi bathole imininingwane ngamashifu angaba khona ekubhanqweni kwezimali ngokuhlaziya ukusebenza kwenkomba ye-FTSE 100.
Isiphetho:
Ukuhlaziywa kokuhlanganiswa kwemali kuyithuluzi elibalulekile elinika abadayisi amandla okuzulazula emakethe ye-forex eguquguqukayo ngokuzethemba. Ngokubona nokusebenzisa ukuhlobana, abathengisi bangathuthukisa amasu abo, benze izinqumo ezinolwazi, futhi balawule ngempumelelo ukuchayeka engozini. Ukuhlaziya ukuhlobanisa okuhlanganisa kunikeza umkhawulo wamasu ongaholela emiphumeleni yokuhweba ethuthukisiwe. Njengoba imakethe ye-forex ishintsha, kanjalo nezixhumanisi zemali. Abahwebi bayakhuthazwa ukuthi bagcine ukuzibophezela ekufundeni okuqhubekayo nokuzivumelanisa nezimo.
