Thaum Lub Yim Hli, cov neeg siv khoom lag luam hauv Asmeskas tau nce 8.3% xyoo dhau los, nqis los ntawm Lub Rau Hli 9.1% ncov tab sis tseem muaj kev txhawj xeeb siab.
Thiab qhov ntawd tsis zoo rau cov tub ua lag luam raws li Ray Dalio, tus tsim ntawm lub ntiaj teb cov peev nyiaj loj tshaj plaws Bridgewater Associates.
Tsis nco
"Koj tawm tsam kev nce nqi nrog kev mob nyiaj txiag," nws hais ntawm MarketWatch Nyiaj Festival.
Dalio piav qhia tias thaum Fed nce cov paj laum los tswj kev nce nqi, tus nqi luv nqi nce.
"Thaum ib tug ua ib qho peev, ib tug muab cov nyiaj them poob haujlwm rau yav tom ntej cov nyiaj ntsuab ntws. Thiab tom qab ntawd txhawm rau hais tias lawv muaj nqis npaum li cas, peb coj tus nqi tam sim no ntawm cov, uas koj yuav siv tus nqi luv nqi ... thiab qhov ntawd yog qhov ua rau txhua lub nkoj nce thiab poob ua ke. "
Yog li qhov twg cov tub ua lag luam yuav tsum nkaum?
Nyiaj ntsuab yog obviously tsis zoo li Inflation erodes nws lub hwj chim yuav khoom. Dalio yav dhau los tau hais tias "nyiaj ntsuab yog thoob khib nyiab" thiab nws tseem ntseeg li ntawd.
"Cov nyiaj ntsuab tseem yuav yog qhov tsis zoo rov qab los, nws tseem yuav yog kev nqis peev uas tsis zoo nyob ntawm seb nws piv nrog lwm tus li cas."
Cia peb saib seb dab tsi Dalio's hedge fund tuav xwb.
Tus Tsim Txiaj Ntsig & twv txiaj (PG)
Raws li Bridgewater qhov tseeb 13F foob rau SEC, cov nyiaj tau tuav 6.75 lab shares ntawm Procter & Gamble thaum kawg ntawm Lub Rau Hli. Nrog tus nqi lag luam ntawm ib ncig ntawm $ 970 lab thaum lub sijhawm, nws yog qhov loj tshaj plaws tuav hauv Dalio cov ntaub ntawv.
Qhov no yuav tsum tsis txhob tuaj raws li ib tug surprise. P&G yog cov khoom tiv thaiv nrog lub peev xwm xa nyiaj rov qab rau cov tub ua lag luam hauv ntau qhov chaw lag luam.
Nyob rau lub Plaub Hlis, P&G pawg thawj coj tau tshaj tawm txog 5% kev faib nyiaj nce ntxiv, ua rau lub tuam txhab tau nce 66 xyoo sib law liag. Cov Tshuag tam sim no muab cov nyiaj faib tawm txhua xyoo ntawm 2.7%.
Nws yog ib qho yooj yim pom vim li cas lub tuam txhab muaj peev xwm tuav tau zoo li no.
P&G yog cov neeg siv khoom lag luam loj loj nrog cov khoom lag luam uas ntseeg siab zoo li Bounty ntawv phuam, Crest tshuaj txhuam hniav, Gillette rab chais hniav, thiab Tide detergent. Cov no yog cov khoom lag luam uas tsev neeg yuav tsis tu ncua, tsis hais txog kev lag luam ua dab tsi.
Johnson & Johnson (JNJ)
Nrog rau txoj haujlwm tseem ceeb hauv cov neeg siv khoom noj qab haus huv, tshuaj thiab khoom siv kho mob kev lag luam, kev kho mob loj Johnson & Johnson tau xa rov qab zoo ib yam rau cov tub ua lag luam thoob plaws hauv lub voj voog nyiaj txiag.
Ntau lub tuam txhab cov neeg siv khoom noj qab haus huv cov npe - xws li Tylenol, Band-Aid, thiab Listerine - yog cov npe tsev neeg. Nyob rau hauv tag nrho, JNJ muaj 29 cov khoom lag luam txhua lub peev xwm tsim tau tshaj $ 1 nphom hauv kev muag khoom txhua xyoo.
Tsis tsuas yog Johnson & Johnson tshaj tawm cov nyiaj tau los ib xyoos ib zaug xwb, tab sis nws kuj tseem ua rau lawv tsis tu ncua: Hauv 20 xyoo dhau los, Johnson & Johnson cov nyiaj tau los hloov kho tau nce ntawm qhov nruab nrab txhua xyoo ntawm 8%.
JNJ tshaj tawm nws 60th xyoo sib law liag nyiaj faib nce rau lub Plaub Hlis thiab tam sim no yields 2.7%.
Raws li lub Rau Hli 30, Bridgewater tuav 4.33 lab feem ntawm JNJ, muaj nqis kwv yees li $ 769 lab nyob rau lub sijhawm thiab ua rau kev kho mob loj tshaj plaws thib ob.
iShares Qhov Tseem Ceeb MSCI Hnub Ci Kev Lag Luam ETF (IEMG)
Bridgewater qhov thib peb-loj tshaj tuav yog iShares Core MSCI Emerging Markets ETF.
IEMG taug qab MSCI Emerging Markets Investable Market Index thiab muab cov tub ua lag luam kom yooj yim rau cov khoom lag luam tshiab xws li Tuam Tshoj, Is Nrias teb, thiab Brazil.
ETF tuav ntau dua 2,600 cov khoom lag luam. Nws cov tuav sab saum toj suav nrog kev lag luam hnyav xws li chipmaking loj heev Taiwan Semiconductor Manufacturing, Suav tech behemoth Tencent Holdings, thiab Indian multinational conglomerate Reliance Industries.
Hauv kev sib tham nrog lwm cov lus dab neeg ua lag luam Jeremy Grantham ua ntej lub xyoo no, Dalio tau hais tias nws tab tom saib cov teb chaws uas muaj cov nyiaj tau los zoo thiab cov ntawv sib npaug uas tuaj yeem tiv thaiv cua daj cua dub.
“Kev tshwm sim Asia yog qhov nthuav heev. Is Nrias teb yog qhov nthuav, ”nws hais.
Bridgewater tuav 15.31 lab feem ntawm IEMG thaum kawg ntawm Q2, muaj nuj nqis ntawm $ 751 lab.
Yuav nyeem dab tsi tom ntej
Kab lus no muab cov ntaub ntawv nkaus xwb thiab yuav tsum tsis txhob muab txhais ua cov lus qhia. Nws tau muab yam tsis muaj kev lees paub ntawm txhua yam.
Tau qhov twg los: https://finance.yahoo.com/news/fight-inflation-economic-pain-billionaire-113000758.html