KA MANAʻO MAKEKE: KA HOʻOPIʻI O RUSIA-UKRAINE MA KA MĀKĀ KUAI HONG KONG.

Mai ka hoʻomaka ʻana o ka hakakā ʻo Rūsia-Ukraine, ua mālama ʻia kekahi mau hui kūkākūkā, akā ʻaʻole i holomua ka holomua.Ma muli o ka hakakā ʻo Russia-Ukraine a me nā hoʻopaʻi ma hope mai ka US a me nā ʻāina ʻē aʻe o ʻEulopa, ua hoʻopilikia nui ʻia nā mākeke kālā honua.Ua piʻi aʻe ke kumukūʻai o nā mea kūʻai aku, me ka ʻaila ʻaila WTI i hiki i ka US $130 no ka barela.Akā naʻe, ua hōʻike ʻo Rūsia a me Ukraine i nā hōʻailona maikaʻi i kā lākou mau kūkākūkā hope loa;ua hoʻomākaukau nā ʻaoʻao ʻelua i kahi hoʻolālā hoʻoneʻe ʻana i ke ahi ma lalo o ke kūlana e noho kūʻokoʻa ʻo Ukraine a hōʻole i ka hui pū ʻana i nā pūʻali koa a i ʻole ka hoʻokipa ʻana i nā kahua kaua o nā ʻāina ʻē.Ua maʻalahi ka makaʻu o nā mea hoʻopukapuka, a ua hoʻi hou nā mākeke waiwai honua.Ke nānā nei i mua, ʻano pessimistic ka manaʻo hoʻokele waiwai o Rūsia ma lalo o ke kaomi o nā hoʻopaʻi.Ke kū nei ka EU i ka ikaika nui o ka ikehu, aʻo ka hopena pololei ma Kina a me ka US ua palena iki.Kūʻē ʻo Kina i nā hoʻopaʻi unilateral;ʻAʻole maopopo nā hana hahai mai ka US.Hiki i ka nui o nā hoʻopaʻi kūʻē iā Rūsia ke hoʻololi i ke kālepa honua a me ka hoʻokele waiwai a me ke kālā.ʻOiai hiki i ka hakakā ʻo Russia-Ukraine ke pale i ka hoʻonui ʻana i ka hikina o NATO, ke piʻi aʻe nei ka nui o nā hakakā hoʻolālā ma hope o nā wahi ʻē aʻe.Ke hoʻomau nei ka nele o ka ikehu, nā waiwai mahiʻai a me nā waiwai ʻē aʻe e pili ana, hiki ke hoʻopilikia i ka hoʻokele waiwai honua.Eia kekahi, hiki i ka hakakā ʻo Russia-Ukraine ke hoʻopilikia i ke kulekele kālā o ka US Federal Reserve (ka "Fed"), a hiki ke hoʻomau ka volatility o ka mākeke kālā honua.Ma keʻano laulā, ke manaʻoʻiʻo nei mākou e mau ana ke kiʻekiʻe o ka aila ʻaila, ke kinoea maoli a me nā kumu kūʻai ʻē aʻe i ka wā pōkole.ʻO ka piʻi ʻana o ke ao holoʻokoʻa a me nā pilikia o ka hoʻokele waiwai e mālama i nā mākeke kālā nui.ʻO kā mākou mau ʻāpana i uhi ʻia, nā kaʻa a me nā ʻāpana, ka ikehu maʻemaʻe - Natural Gas, Consumer (Apparel, Food & Beverage/ Household Products, Hotels), Electricity, Gaming, Health Care, and Telecommunication Equipment e loaʻa i nā hopena maikaʻi ʻole;nā hopena i ka Cement a me nā mea hana, Conglomerate, nā lako uila, ka mālama ʻana i ke kaiapuni, nā ʻenehana, nā awa, nā waiwai, ka hoʻouna ʻana a me ka logistic, ʻo nā lawelawe kelepona ka hapa nui o ka neutral, aʻo nā ʻāpana e like me ka ikehu maʻemaʻe (Solar, Wind & Others), Consumer - Retailing, Machinery , Nā metala nonferrous, Petrochemicals, Metala Makamae, hiki ke pōmaikaʻi.ʻO kēlā ʻōlelo, i ka mōʻaukala, ʻo ka hopena o ka piʻi ʻana o ka ʻāʻī geopolitical i mea pōkole a ʻike nui ʻia i nā pilikia o ka mākeke.Inā ʻaʻole e hoʻohaʻahaʻa hou ke kūlana ma waena o Rūsia a me Ukraine, pono e kaupalena ʻia kona hopena pololei i nā kumu waiwai o ka mākeke kūʻai ʻo Hong Kong.ʻO nā kumu pilikia e like me nā manaʻolana hoʻopaʻa kālā ma waho, ka delisting risk of China Concept Stocks, ka hoʻolaha ʻana o ka maʻi maʻi kūloko, a me nā mea ʻē aʻe i alakaʻi i kahi hoʻoponopono koʻikoʻi i nā kumukūʻai o Hong Kong.ʻO ka pae hoʻohālikelike o ka mākeke kūʻai o Hong Kong i kēia manawa he mea hoihoi, a ke manaʻo ʻia nei ka mākeke e ʻike i ka hoʻomaikaʻi ʻana i ka manaʻo hoʻopukapuka mākeke e alakaʻi ʻia e nā mea hoʻomohala kulekele mai ka hālāwai ʻAha Mokuʻāina o ke Komisina Kūʻai Waiwai, nā hopena maikaʻi mai nā kulekele ulu paʻa o ka home, a kahi ʻike maʻalahi no ka piʻi ʻana o ka Fed.Manaʻo mākou e hoʻololi ka Hang Seng Index ma waena o nā helu 20,000-25,000 i ka wā pōkole, e like me 9.4x-11.8x 2022F PER o ka papa kuhikuhi.I kēia manawa, ke kūpaʻa nei mākou i nā kaʻa a me nā ʻāpana, Banking, Clean Energy (mana makani), Equipment Electric, Infrastructure, Health Care a me Petrochemical.


Ka manawa hoʻouna: Mei-10-2022