Kev saib xyuas kev noj qab haus huv yog fraught nrog kev pheej hmoo rau cov neeg lag luam nruab nrab. Los ntawm kev nkag siab txog cov raj xa dej mus rau Food and Drug Administration (FDA) kev pom zoo, uas qee zaum tuaj yeem ua tsis meej txawm rau cov neeg sab hauv, txhua txoj hauv kev rau kev poob qis uas tuaj yeem tshem tawm ntau lab tus nqi hauv ib hmos.
Kev tsim kho tshiab ntawm nws qhov zoo tshaj plaws yog tam sim no hauv kev lag luam uas tsis xav tsis thoob vim txhua tus xav kom noj qab haus huv. Raws li PwC research Kev lag luam yog teem nrog kev sib koom ua ke thiab kev yuav khoom (M&A) qhov twg cov khoom lag luam loj hlob los ntawm 65% hauv 2021.
Tsis ntev los no tseem ceeb tshaj plaws billion-duas hedge nyiaj tau pib koom nrog hauv kev lag luam.
Billionaires nce qib
Steven Cohen cov nyiaj pib nrhiav neeg ua haujlwm kho mob uas txheeb xyuas cov tuam txhab hauv cov haujlwm uas lawv npaj rau kev nqis peev.
Thaum UBS O'Connor, $ 12 billion hedge fund nyuam qhuav ntiav cov kws kho mob kom nthuav dav lawv cov kev nqis peev rau kev kho mob thiab Goldman Sachs Asset Management pib ib tug tshiab pab tswv yim kho mob.
Pharma thiab biotech kev tshawb fawb tau cawm ntau tus neeg txoj sia thaum muaj kev sib kis, ua pov thawj tseem ceeb nyob rau lub sijhawm ntawm tib neeg qhov kev sim loj tshaj plaws. Kev nqis peev yuav pheej ntws mus rau hauv sector raws li qhov Kev tswj hwm Biden kuj tau txiav txim siab kom ceev kev tshawb fawb txog kev kho mob tseem ceeb.
Inflationary siab rau kev noj qab haus huv
Cov Kev Kho Mob Kev Noj Qab Haus Huv yog qhov zoo nkauj tiv thaiv kom tsis txhob muaj nyiaj txiag ntau vim cov kab mob tsis muaj heev nyuj thiab dais kev lag luam. Nyob nruab nrab ntawm 1935 thiab 2022 kev kho mob tau ntsib ib qho kev nce nqi txhua xyoo ntawm 4.66%.
Nrog xws li cov ntaub ntawv teev tseg, kev saib xyuas kev noj qab haus huv tuaj yeem yog qhov chaw zoo los nkaum thaum lub sijhawm kev lag luam kub ntxhov uas yog tam sim no muaj kev paub. Cov neeg nplua nuj tab tom ntiav cov kws tshaj lij los pab lawv tsim lawv cov ntaub ntawv txij li lawv nkag siab txog kev ua lag luam.
txawm Warren Buffett muaj qhov tsis muaj zog rau cov tuam txhab tshuaj:
"Zoo, yog tias peb tuaj yeem yuav ib pab pawg ntawm cov tuam txhab tshuaj ua lag luam ntawm ntau lub khw hauv qab, kuv xav tias peb yuav ua nws hauv ib pliag."
Cov neeg ua lag luam ib leeg muaj ntau txoj hauv kev los ua si hauv kev lag luam, los ntawm kev xaiv tus kheej mus rau kev pauv pauv nyiaj (ETFs) rau Closed-end Funds (CEFs). Raws li nyob rau hauv lwm cov sectors kev sib txawv yog qhov tseem ceeb, tshwj xeeb tshaj yog thaum kev nqis peev hauv kev lag luam biotech tsis hloov pauv ntau.
Disclaimer: Cov ntsiab lus ntawm lub xaib no yuav tsum tsis txhob suav hais tias yog cov lus qhia txog kev nqis peev. Kev nqis peev yog speculative. Thaum kev nqis peev, koj cov peev nyiaj muaj kev pheej hmoo.
Tau qhov twg los: https://finbold.com/billionaire-investors-pour-money-into-healthcare-stocks-to-fend-off-inflation/