A lot of friends through the Internet to collect the feedback, I told them to basically understand, but that is macro level, I said something about some practical suggestions, they should be specifically taught how to do, many people gave me writing, of course, is stuck in the stock market basically. I want to say is, I am a financial Ph.D., financial experts, but my highest strategic guiding principle is definitely not touch financial assets, and the more complex the less touch, the more the more do not touch contracts, the thicker the more the contract do not touch, just toss back and forth between the real estate and cash, this is what I have learned a lifetime's conclusions. Recently, the Chinese stock market soared, many people's feelings very excited, thinking this is not a harbinger of economic recovery.
stock market rebound the real significance of China's stock market in February, the highest
risen to more than 2,400 points, why do investors pay attention to rise in January and February? With this questions to think about 2006, you will find that the stock market fundamentals are unchanged. China's stock market bubble in 2006, the property market bubble and inflation, according to the Japanese story of the last century, 80,90, and we certainly think that is mobile surplus because it was the Japanese banks to lower interest rates, relaxing the size of credit, making large flow of bank credit, resulting in excess liquidity .2006 academics was an argument, most economists say that China is excess liquidity, when I that excess liquidity is not a simple, but because of the investment companies are facing the business environment began to deteriorate. the Government's macro-control policies, including raising interest rates now as the deposit reserve ratio,UGG shoes, a further blow to China's business environment for business investment , so a lot of money resulting from the manufacturing sector to the stock market bubble in the property market. the same problem to 2009, in the absence of effective in improving the investment environment, the combined impact of the international financial crisis, making the business environment facing the worse. If a lot of the banking system at this time to relax lending, and that companies can do?
in January, for example, 1.62 trillion yuan of new loans in January, is a good name, the number of sounds, the bank in order to stimulate the economy and increase 1.62 trillion credit .1.62 trillion of which about 0.6 trillion bill financing of enterprises, most of the rest of the 1 trillion of infrastructure, the real business environment to improve the investment for private enterprise or real Or more specifically, to talk about SMEs is almost zero, meaning that such a large-scale introduction of credit to the result of a bank to the local government in infrastructure,cheap UGG boots, a bank for large enterprises, especially large state-owned enterprises to bill financing . and very low interest financing instruments is currently 1.5%. bill financing can only do short-term liquidity purposes, as the liquidity, such as paychecks, purchase raw materials. Last December, the bill financing is 5000 million, a month is more than 6239 billion, then when last December to get 5,000 billion, 623.9 billion in January this year and get the money, due to the enterprises are facing the deterioration of investment environment, he was prepared to do, can do? for Notes can only be used in the short term, it is not speculation, can only be speculation. when I answer the users questions in a very retina when he was part of more than a trillion of funds into the stock market will lift stock prices, and this is the reason for the recent market rally .
China Banking Regulatory Commission on February 13 this year to audit notice, the stock immediately fell as much cash to back up the bank. surge in liquidity has caused movement of the attention of regulators, however, and in 2007 not the same as in 2007 China Banking Regulatory Commission's efforts to investigate illegal funds into the market is very large, this time to the major banks thorough investigation of the China Banking Regulatory Commission does not have illegal funds into the market situation, the central bank is only concerned about the notes to remind the major banks surge phenomenon, no warning there is no investigation, the result is thunder, little rain, so the trend of this wave completely confirms my point of view in 2006. the past, many experts believe that China's stock market is always a mess does not meet the fundamentals of China's stock market is not without consistent with fundamentals, but they did not find out what is fundamental. In my view, our stock market is very consistent with fundamentals, but also incredibly consistent, and the fundamentals of stock market investment environment in China is deteriorating rapidly, the basic surface is too important, and it determines the direction of the stock market so long. the same problem to 2009, investment environment and the situation worsened, the bank increased the scale of credit to enterprises, and enterprises in the investment environment deterioration can not find the investment under way, and the money can only be used in the short term, they only stock able to lift the stock market caused the stock market rebound phenomenon, but this rebound phenomenon is the symbol of the real significance of the continued investment in the business environment deterioration.
government to enhance economic introduced many of the economic stimulus package, so my current business is still relatively abundant capital, because the government specifically, the number of years since the release of funds Admission .08 government regulation of the miscarriage of justice, through raising interest rates and bank reserve ratio a lot of recovery of funds, lack of funds so that all enterprises, large enterprises lack a lot of money small businesses lack a little money, in the case of corporate money, investment and business environment deteriorated, so the stock market is falling, But today, business and investment environment worsened, but the money suddenly appeared, and the results must be reflected in the stock market and the stock price rose, but this depends on the sustainability of the sustainability of bank funds, as long as the price of bank funds to continue to loose will rise, and investors should be careful this time, this is called a bubble, the bubble and the 2006, 2007, 2008 is completely different. order to provide our shareholders the right guidance, I 06,07,08, 09 four years the funds drive stock market movements, that is, both capital and environmental degradation interact very clear you can determine the trend of the stock market, and I hope that 2009 can make you earn a little money investors.
06 has been started to 2009 the investment community as a whole plummeted business environment, 06 and 07 lift stock funds into the stock market is that the manufacturing sector funds, and I think that is a private enterprise mainly manufacturing capital into the stock market, into property market. due to environmental degradation, many private entrepreneurs do not want to dry, a lot of money into property and stock markets is the result of starting from 2006 to the end of the bubble 07, to 08 investment and business environment continues to deteriorate, but the government's macro control from 2007 the Government's central economic work meeting, the two anti-policy of strict bank to recover a lot of credit, so all money making small medium and large enterprises, coupled with the deterioration of investment environment, making the stock market sharply lower, not until 08 to 10 months, the Government launched a 4 trillion bailout works, the concept introduced to activate the stock market after the inflow of funds, so the formation of a temporary rise in the stock market phenomenon, but then still down, because this is short-term bubble, in December 500 billion, more than 6,000 billion in January and later the funds will continue into the enterprise, and investment companies are facing deteriorating business environment, so this time the driving force is the large enterprises, especially large state-owned enterprises, he get a bank credit, some of the stock market, causing a bubble. that how we determine what the stock market back in 2009? as I now, the investment business is an inevitable deterioration of the environment, so we should not expect good companies will take the money Dry Industrial, more money in their hands began to speculation as long as stocks, have money and not run into the top ten industrial investment and revitalization programs, so the lift up and it had hidden.
investors how to make money
new concept of revitalization programs come out, I think this money will only be more, no less, because the government needs, hopes that through bank financing to promote enterprise level or management ability, but economic theory is not change. If there are new out the concept, with such a large amount of money on the social flow, you still have a chance, but that is short term. We have to learn a little smarter, to Kuaijinkuaichu, and I found this time in the small cap is the cover tape Even the funds I suspect he is a passive victim, so if investors want to enter, I do not recommend to the Fund as the main body. If it is disgusting if you have time, according to my ideas, not enough bank financing to determine first, if Bank financing a large number of release, so long as the Government has a new good news came out, it is necessary for the short-term sprint-related industries, I believe it is almost always the. And this wave of increase in itself is very strange, like the forum itself, there is no medical reason , for example, medical reform program out of medicine prices will be reduced, so the profits of pharmaceutical companies will fall, stock prices should be falling, this is reasonable. But there are some stocks rose, rose and even the original level of 6000 points, in the end, why? This time I decided and foreign investment, since the medical forum will become a center for foreign acquisitions in 2009, if the acquisition of China's pharmaceutical enterprises, foreign medicines to successfully enter China's healthcare market, then the pricing of legal and legitimate the sale, and we need a good many Chinese medicine, these drugs come in, plus a distribution channel for foreign investors hold control will certainly hit the jackpot, which may allow them to purchase at this time a large number to control Pharmaceutical Forum, a large number of foreign capital for the next phase of M & A pre-paving, so I think it is very likely the next wave of large mergers and acquisitions and foreign-related industries is a new section. Foreign companies can not only control of the equity through support to make money, while conducive to price manipulation by future acquisitions and capital operation. Of course, I do not own stocks, and this is my experience that after the research to tell the majority of investors, I also hope that if someone listened to me to make money, please pay attention to my sentence: Professor Lang is the financial doctor but never buy financial products, the more complex the more do not buy, the more the more the concept of do not buy, the less the contract to buy the more thick.
money market investment opportunities < br> In addition to the stock market than I would suggest that, because the U.S. government needs to put a lot of dollars into the market, including previously I said,UGGs, to invest more than ten trillion U.S. dollars to rescue the U.S. and India are aware of more and more money depreciation, but from the beginning in July of last year until March, we found that U.S. not fall up. a government of this country's currency will not fall up only one reason that he wants to borrow money. If you want to borrow the words of The dollar rose the higher the better, so now I think the U.S. government to borrow money in order to achieve the purpose must let the dollar rise, but the U.S. dollar rose against the law of the market,UGG boots clearance, the result will result in a variety of currencies on the foreign exchange market, the price the significant volatility in the volatility is opportunity. to present the U.S. dollar and the euro, for example, this time I am sure the judge, this is collusion between the EU and the United States. Please think about that in the current circumstances, what kind of exchange rate only help the United States is also beneficial to the EU? That is up the euro or U.S. dollars. EU powers Germany and France, only two, the two countries is a major economic power export, so the euro or the export of France and Germany for good benefit stimulus to make the EU economy from the recession as quickly as possible; and the U.S. government to borrow money, so the dollar to rise, which is why the U.S. government's stabilization fund is being wantonly thrown euros. When you understand the principles, we can in the U.S. achieve a balance between the euro. The euro fell more the more you will have to enter the euro, to cheap food imports and the future reversal, I do not know exactly when, but it will be reversed. So today I think that whether it is in their own or in the international market will have a lot of opportunities for people to make money. At this time there should be a new concept, we want to really understand the stock market, the foreign exchange market.
U.S. government manipulation of the gold coin investors buy gold to use what buy? gold is priced in dollars, must use U.S. dollars to buy gold to buy, so I think it is the operator of the gold the U.S. government lift the price of gold is aimed wantonly dollars by investors to buy gold and a large number of recovery of U.S. dollars, this will help the U.S. dollar. Of course, the U.S. government will not say so, this is my judge it, so I think the U.S. government on the one hand through his throwing Euro stabilization fund, or the euro, the dollar rose , and in order to recover a lot of money, in addition to some we do not know their own, including selling bonds to the bank, to deal directly with banks and other large things back dollars, the lift in the international market price of gold recovered a large number of dollars, so many dollars recovery of the dollar in favor.
by the preceding analysis, that the Chinese stock market rose, gold rose, the dollar rose, the euro or the reason, so if you want to invest must be very clear understanding of the underlying four reasons: the Chinese stock market up is in the hands of the deteriorating environment for business investments, and bank funds into the stock market speculation has the concept of a large number of stocks, while foreign investors want to get into speculation and the government to lift the industry; gold with the dollar would rally and rose, rose The reason is that the U.S. government to recover through the price of gold dollars, helped the U.S. dollar. U.S. dollar is against economic theory, simply because the U.S. government's manipulation, through the stabilization fund a lot of throwing the euro, the euro, German law is conducive to the European Union and other major economies recover.
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