Ib txhia hais tias nyiaj ntsuab yog huab tais. Tab sis raws li Ray Dalio, tus tsim ntawm lub ntiaj teb cov peev nyiaj loj tshaj plaws ntawm Bridgewater Associates, nws yuav tsis zoo rau khaws koj cov peev nyiaj ntau dhau rau hauv cov nyiaj ntsuab niaj hnub no.
"Cov nyiaj ntsuab tsis yog kev nqis peev uas muaj kev nyab xeeb, tsis yog qhov chaw nyab xeeb vim tias nws yuav raug them se los ntawm kev nce nqi," Dalio hais rau CNBC xyoo tas los.
Tab sis 40-xyoo kev nce nqi siab tsis yog tib yam uas hais txog tus neeg ua lag luam billionaire tam sim no.
Nyob rau hauv LinkedIn tshaj tawm lub hli tas los, Dalio ceeb toom tias Fed qhov kev nruj yuav ua rau stagflation - ib qho kev lag luam uas cim los ntawm kev nce nqi siab, tab sis tsis muaj kev lag luam loj hlob thiab kev ua haujlwm uas feem ntau tuaj nrog nws.
"Kuv lub ntsiab lus tseem ceeb yog thaum kev nruj txo qis vim tias nws ua rau tib neeg siv nyiaj tsawg, nws tsis ua kom zoo dua vim tias nws yuav siv zog tam sim ntawd. Nws tsuas yog hloov qee qhov kev nyem ntawm tib neeg los ntawm kev nce nqi kom nyem lawv los ntawm kev muab lawv lub zog yuav tsawg, "nws sau.
"[O] dhau mus ntev Fed yuav feem ntau yuav teeb tsa ib qho kev kawm nruab nrab uas yuav ua rau muaj kev tsis sib haum xeeb."
Yog tias koj xav paub yuav ua li cas muab qhov kev xav tsis zoo no, ntawm no yog saib qee qhov kev tuav pov hwm loj tshaj ntawm Dalio's hedge fund.
Tsis nco
Vanguard FTSE Hnubpoob Khw Muag Khoom Ntawm ETF (VWO)
Raws li Bridgewater qhov tseeb 13F xa mus rau SEC, cov nyiaj tau tuav 22.72 lab shares ntawm Vanguard FTSE Emerging Markets ETF thaum kawg lub Peb Hlis. Nrog rau tus nqi lag luam ntawm ib ncig ntawm $ 1.05 nphom thaum lub sijhawm, VWO yog qhov loj tshaj plaws tuav hauv Dalio cov ntaub ntawv.
VWO taug qab FTSE Emerging Markets All Cap China A Inclusion Index thiab muab cov tub ua lag luam kom yooj yim rau cov khoom lag luam tshiab xws li Tuam Tshoj, Brazil, thiab South Africa.
ETF tuav ntau dua 5,000 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 tsis ntev los no nrog lwm cov lus dab neeg ua lag luam, Jeremy Grantham, Dalio tau hais tias nws tab tom saib cov teb chaws nrog cov nyiaj tau los zoo thiab cov ntawv sib npaug uas tuaj yeem ua tau. huab cua cua daj cua dub.
“Kev tshwm sim Asia yog qhov nthuav heev. Is Nrias teb yog qhov nthuav, "nws hais ntxiv.
Tus Tsim Txiaj Ntsig & twv txiaj (PG)
Bridgewater qhov kev tuav pov hwm thib ob 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: Procter & Gamble.
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 2.5%.
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.
Alibaba Group tuav (BABA)
Suav tech stocks tsis tau raws nraim ua lag luam darlings. Piv txwv li, ecommerce loj heev Alibaba Group poob 40% hauv 12 lub hlis dhau los.
Tab sis Bridgewater Associates tseem nyiam lub tuam txhab. Raws li lub Peb Hlis 31, nws muaj 7.5 lab shares ntawm Alibaba - ib ceg txheem ntseeg muaj nqis ntawm $ 813.9 lab thaum lub sijhawm.
Kev poob qis hauv Alibaba shares tuaj yeem ua rau cov tub ua lag luam tsis sib haum xeeb xav txog. Qhov tseeb, tej zaum peb yuav nyob ntawm qhov chaw nkag mus lawm.
Raws li cov ntaub ntawv tshaj tawm nyiaj tau los, Alibaba cov nyiaj tau los tau nce 9% xyoo dhau los rau $ 32.2 nphom hauv lub Peb Hlis Lub Peb Hlis. Nws hloov kho cov nyiaj tau los ntawm $ 1.55 ib feem zoo nraug yeej Wall Street qhov kev cia siab ntawm $ 1.07 ib feem.
Txij li daim ntawv tshaj tawm cov nyiaj tau los, Alibaba Tshuag tau nce ze li 50%.
Yuav nyeem dab tsi tom ntej
Zwm npe rau peb tsab ntawv xov xwm MoneyWise kom tau txais kev ntws tsis tu ncua cov tswv yim ua tau los ntawm Wall Street cov tuam txhab saum toj kawg nkaus.
Teb Chaws Asmeskas tsuas yog ob peb hnub deb ntawm qhov 'tawg tawg tag' ntawm kev nce nqi - ntawm no 3 shockproof sectors los pab tiv thaiv koj cov ntaub ntawv
'Muaj ib lub khw muag nyuj nyob qhov twg': Jim Cramer cov lus nto moo qhia koj tuaj yeem khwv tau nyiaj txawm tias muaj dab tsi. Nov yog 2 lub zog tailwinds coj kom zoo dua hnub no
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/reducing-inflation-come-great-cost-200000780.html