Ts’ebetso e ntseng e eketseha ea bond e eketsa khatello moruong oa lefats’e mme e theha pono e “kotsi haholo” bakeng sa litefiso, ofisiri e kholo ea matsete ea Liverpool Partners hedge fund e boletse Labohlano.
Nako e ncha ea litefiso tse phahameng tsa tsoala e entse hore chai ea bond e eketsehe, e sitise litefello ho batseteli le ho fetola boemo ba eona lilemong tse leshome le halofo tse fetileng, David Neuhauser o bolelletse CNBC. Lihlahisoa tsa bond li tsamaea ka mokhoa o fapaneng le litheko.
Ha a botsoa hore na boemo boo bo tšoenya hakae mabapi le lichelete, o itse: “Ke nahana hore ho kotsi haholo hona joale.”
“Re lefatšeng lena la kotsi moo, hoo e ka bang lilemo tse 15, u neng u e-na le ‘maraka oa likoloto o neng o le ‘marakeng oa lipoho,’ me u bile le litekanyetso tse mpe ka lilemo tse ‘maloa,” Neuhauser o ile a bolella “Squawk Box Europe.”
“Moruo ona o matla oa moruo oa lefats’e, moo litheko tsa matlo li neng li fumaneha ka theko e tlase, likoloi li ne li le theko e tlase, ‘me batho ba tlas’a tikoloho le mokhoa oa bophelo o nang le phaello e tlase haholo.”
Tikoloho eo e fetohile ha libanka tse bohareng li hatela pele ka ho nyoloha ha litheko ho loants’a inflation e phahameng. Sena se entse hore tlhahiso ea bond e be holimo le ho fokotsa chelete ho tsoa likhakanyong tsa lichelete tsa mmuso ka ho phahamisa litšenyehelo tsa ho alima.
‘Marakeng oa Polokelo ea Lichelete oa U.S. – karolo ea bohlokoa ea tsamaiso ea lichelete ea lefats’e – lihlahisoa tsa bond li nyolohile ho ea holimo ho sa bonoe ho tloha ha koluoa ea lichelete e qala. Jeremane, moruo o moholo ka ho fetisisa oa Europe, lihlahisoa li fihlile boemong ba tsona bo phahameng ka ho fetisisa ho tloha ka 2011 bothata ba likoloto tsa libaka tsa euro. ‘Me Japane, moo phaello ea phaello e ntseng e le ka tlase ho 0%, lihlahisoa li nyolohetse ho 2013 highs.
“Ke nahana hore seo se tla baka bohloko bo boholo ho ea pele ho latela moruo,” Neuhauser o itse.
Leave a Reply
You must be logged in to post a comment.