Kong Hao Talks About A Shares Plummeting At This Time

Investing and learning for more than ten years, with the increase of investment experience, the more skeptical spirit of doubt has been, the more people have even misunderstood others for self seeking, which has led to offending others and even helping their own people. I am ashamed of this, but I am sorry that my heart is more important to the real character of investment than the popularity of people.

Just hope that the investment concept is similar, and the real value investors are the most common minded people, so that everyone's time is more efficient and will not waste time on each other. There are other important things in life, such as travel, to learn and do.

Wall Street is always on a daily basis, but human nature, greed and fear remain unchanged.

Human nature seems to make people who invest in the wind and sail more pparent, but in the long run they can not break through their true selves. Nevertheless, investing in seeking truth is a lifelong matter, choosing their own path, listening to each other, opening up and understanding, hoping only that they will not be too constrained by the logic of thinking that they do not recognize.

It is more and more important to think that the character of investment is not to follow the crowd but not to follow blindly. It is not that he wants to be lonely, not because he is willing to be isolated, but also because he is truly lonely and introverted. But rather, he needs to maintain independence and concentration, and to maintain his courage and firmness in pursuit of truth, he must accept different thinking, characteristic alternative logic, not blindly follow, and be cautious, calm and tranquil.

Rarely see an investment WeChat circle to talk about the real core of investment, the core strengths of an enterprise, the management level, the comparison of the value of price and so on. Even if there are rare, it is rare.

The author recently joined a new fortune researcher who was on the top three list and several director of the Securities Research Institute. He also saw some friends who seemed to be high-end. Although the content of the discussions was certainly more than that of the general profession, it still fell into the perspective of public investment after a few days.

A shares are still speculation, and the circle of overseas stock holders of Hong Kong stock is obviously the most important part of overseas discussions.

A shares recently

The impact has been plummeted, and it is obvious that the long term marketization of A shares is a long way to go.

In fact, Shanghai and Hong Kong have increased the channel of A share globalization. In the future, Shenzhen Hong Kong link, new Shanghai Tong, Lun Hu Tong are inevitable. The global capital market is not a single country to see. This is the trend of wealth management. It is also a reason why I joined the CITIC Securities International year ago.

A shares will wake up sooner or later, and investors will eventually go global.

This is not only the need for wealth management asset allocation, but also the general trend of the industry in the capital era.

The real earth village is not a geo - convenient geo - village, but a global village under the market of assets.

The macro, the market? Can you ignore the United States, BRIC? Every moment, Sino US, BRICs compete with each other.

The market value and value of A shares are also quite large. In the stock market and Hongkong, A shares are not only a frog in the well, but also a logic that can not be recognized at all.

The so-called pformation of the economy and high tech growth and so on, the author does not exclude the gem, but just think that the gem is the pformation of the Chinese economy, the voice of the Chinese economy Savior, I think tired of listening, the logic of the market so that the first half of the blue chip criticism of the gem, today's blue chip slump, the gem rose, whether investors or analysts find the so-called reason? Do not think why the whole gem why not Ali, Tencent? Do not think that China's capital market institutions led or retail led? Most of the Chinese A shares of the modern enterprise system (Corporate Governance) there is history, or mainly for the return of shareholders? I am not not optimistic about China's A shares, on the contrary, long-term optimism, but investment must not be absolute.

In some way,

The US is also investing in China. Investing in China is actually investing in the US, but you can't see clearly.