E-Commerce Bubble Continues To Expand, Ma Said It Will Break In One Or Two Years.

Ma Yun's judgment is that in one or two years, whether it is international or domestic

A little pessimistic, isn't it?

The hot money has made China's e-commerce market full of investment and development.

Huge amounts of money will surely make Internet investment bubble, so Internet investment is now in the middle of the bubble, which makes Ma's prediction look very likely.

American bankers will not give up the opportunity to make reasonable use of cheap money.

A large number of cheap dollars or investment in the domestic Internet economy, especially social networking and e-commerce, or overseas.

These include, in particular, widely favored China and emerging markets.

Ma Yun said: "the investment bubble of B2C is no less than that of the 2000 Internet bubble."

The well-known venture capital Huaxing capital CEO package believes that the peak of US investment is the listing of social networking sites such as Facebook.

When Goldman Sachs joined Facebook financing game, Facebook was very close to listing.

In January 2011, Goldman Sachs invested 450 million dollars, and DST invested 50 million dollars.

This also makes Facebook's valuation reach a record $50 billion.

If the value of Facebook is estimated to be 100 billion dollars within two years, one possibility is that the increasingly wealthy Chinese investors will be the last single person in the US stock market bubble.

But the problem is that China's US stock investors maintain a principle: holding, and many Chinese investors are scattered idle funds, there is basically no risk.

Another possibility is not nonexistence. The real economy in the US will improve in two years, and how will the US stock market bubble break up with fresh capital injection from wealthy Chinese investors? Maybe it will only drop.

So we are trying to analyze whether China's US stock investors will encounter problems.

If there is a problem in China's capital market, it must be the change of China's monetary policy, and at the same time, it will further deteriorate due to the deterioration of the real economy.

China's capital market, which has been ransacked by many overseas fund predators, is slowly becoming smarter, but it is becoming more and more daring.

The courage is that Chinese capital has no suitable investment direction in China. Besides hot money, garlic and crops have been pferred to the overseas capital market and the domestic Internet market. Many enterprises even set up specialized investment departments. Their investment income is even greater than their operating income. More and more enterprises invest in the scale of 1 billion yuan to build their own e-commerce websites.

More than one venture investor complains on micro-blog that the Internet companies are asking too much price nowadays. Many new funds are not going to be researched by the invested enterprises at all. Therefore, if VC does not vote this time, the price will go up or lose the opportunity next time.

When the market is crying out for money, entrepreneurs are losing their minds for every big banquet when the bubble is expanding.

If nothing unexpected, China's monetary policy in the last two years will continue to maintain a repressive easing policy, which is expected to smoothly protect the investment bubble from becoming safer and bigger.

Unless the government suddenly tightened monetary policy, the bubble burst ahead of schedule.

In view of this, the problem is likely to happen in two years. If monetary policy changes, whether loose or tight, it is likely to lead to piercing or blowing up asset bubbles. Now the B2C e-commerce enterprises that attract a lot of capital and the most exaggerated valuation will be the first to rush ahead, and the international funds will add fuel to the flames in time.

This is the butterfly's wings, and it is also the law of the market.

The only thing that makes us happy is that China still has the most potential domestic demand market in the world. Even a bubble burst will only make China's enterprises and capital markets more healthy, and make the next bubble grow again.