Tun farkon rikicin Rasha da Ukraine, an gudanar da shawarwari da dama, amma har yanzu ba a samu wani kwakkwaran ci gaba ba.Sakamakon rikicin Rasha da Ukraine da kuma takunkumin da Amurka ta kakaba mata da sauran kasashen Turai, kasuwannin hada-hadar kudi na duniya sun yi tasiri sosai.Farashin kayayyaki ya yi tashin gwauron zabi, inda danyen mai WTI ya kai dalar Amurka 130 kan kowacce ganga.Amma duk da haka Rasha da Ukraine sun isar da saƙo mai kyau a cikin sabon tattaunawar da suka yi;Bangarorin biyu sun shirya shirin tsagaita bude wuta bisa sharadin cewa Ukraine ta kasance cikin tsaka mai wuya da kuma kauracewa shiga kawancen soji ko karbar sansanonin sojin kasashen waje.Firgicin masu saka hannun jari ya ragu, kuma kasuwannin hannayen jari na duniya sun sake farfadowa sosai.Idan aka yi la’akari da gaba, yanayin tattalin arzikin kasar Rasha yana da kyawu sakamakon matsin lamba na takunkumi.Tarayyar Turai na fuskantar matsin lamba na makamashi, yayin da tasirin da China da Amurka ke da shi kai tsaye yana da iyaka.Kasar Sin na adawa da takunkumin da aka kakaba wa bangarorin biyu;Ayyukan bin diddigin daga Amurka sun kasance marasa tabbas.Cikakkun takunkuman da aka kakaba wa Rasha na iya sauya tsarin kasuwanci na duniya da ake ciki da kuma tsarin tattalin arziki da na kudi.Ko da yake rikicin Rasha da Ukraine na iya hana fadada gabashin NATO, yiwuwar rikice-rikicen dabarun da ke biyo baya a wasu yankuna na karuwa.Karancin samar da makamashi, kayayyakin amfanin gona da sauran kayayyakin masarufi na iya ci gaba da wanzuwa, lamarin da ka iya kawo cikas ga farfadowar tattalin arzikin duniya.Bugu da kari, rikici tsakanin Rasha da Ukraine na iya yin katsalanda ga tsarin hada-hadar kudi na Tarayyar Tarayyar Amurka (“Fed”), kuma za a iya ci gaba da sauya yanayin kasuwar hada-hadar kudi ta duniya.Gabaɗaya, mun yi imanin cewa ɗanyen mai, iskar gas da sauran farashin kayayyaki na iya ci gaba da yin tsada cikin ɗan gajeren lokaci.Haɗarin hauhawar farashin kayayyaki a duniya da kuma koma bayan tattalin arziki na iya sa manyan kasuwannin hada-hadar kuɗi su yi rauni.Dangane da sassan mu da aka rufe, Motoci & Abubuwan da aka gyara, Tsabtataccen makamashi - Gas na Halitta, Mai amfani (Tsafi, Abinci & Abin sha/ Kayayyakin Gida, Otal), Wutar Lantarki, Wasanni, Kula da Lafiya, da Kayan Sadarwa na iya fuskantar mummunan tasiri;tasiri a kan Siminti da Kayayyakin Gina, Ƙungiya, Kayan Wutar Lantarki, Kariyar Muhalli, Gine-gine, Tashoshi, Dukiya, jigilar kaya da dabaru, Sabis na sadarwa galibi tsaka tsaki ne, yayin da sassan kamar makamashi mai tsafta (Solar, Wind & Others), Mabukaci - Retailing, Machinery , Karfe marasa ƙarfi, Petrochemicals, Ƙarfe masu daraja, na iya amfana.Wannan ya ce, a tarihi, tasirin tashin hankalin geopolitical yana da ɗan gajeren lokaci kuma galibi yana bayyana a cikin rushewar tunanin kasuwa.Idan halin da ake ciki tsakanin Rasha da Ukraine bai kara tabarbarewa ba, ya kamata a takaita tasirinsa kai tsaye kan tushen kasuwar hannayen jarin Hong Kong.Abubuwa masu haɗari kamar haɓakar kuɗin kuɗi na ketare, da keɓance haɗarin Hannun Hannun Hannun Hannun China, yaduwar annobar cikin gida, da sauransu sun haifar da gyara sosai a alkalumman hannun jari na Hong Kong.Matsayin kimar da aka yi a kasuwar hannayen jari na Hong Kong a halin yanzu yana da kyau, kuma ana sa ran kasuwar za ta ga ingantuwar ra'ayin saka hannun jarin kasuwa wanda masu samar da manufofi suka haifar daga taron majalisar gudanarwar hukumar kula da harkokin kudi, da tasiri mai kyau daga manufofin ci gaban cikin gida, da kuma kyakkyawan hangen nesa don haɓaka ƙimar Fed.Muna tsammanin Indexididdigar Hang Seng za ta bambanta tsakanin kewayon maki 20,000-25,000 a cikin gajeren gudu, daidai da 9.4x-11.8x 2022F PER na ma'aunin.A halin yanzu, muna da hankali kan Motoci & Abubuwan da aka gyara, Banki, Tsabtace Makamashi (ikon iska), Kayan Wutar Lantarki, Kayan Aiki, Kiwon Lafiya da sassan Petrochemical.
Lokacin aikawa: Mayu-10-2022