The total confrontation between China and the United States, reconstruction of the world order, How does individual investment seek advantages and avoid disadvantages?
The people who can make money in this half-year, I feel very difficult, most people are losing money. Every one of us is actually very weak, many of our choices, judgments, entrepreneurship, the investment can not be separated from whether we can follow this era, follow this society, follow this trend if we follow, then we have a lot of opportunities, if we go against, or not been aware of, we will be very difficult.
But you may still have a chance to go to other countries, you still play some of your original advantages, but you from your main battlefield, from China to Southeast Asia.
We can foresee that there will always be more bad news than good news for some time to come because now the United States has confirmed the need to confront China.
This becomes a confrontation of all sides. In such a broad context, because the United States does not represent just one country, it represents a number of developed countries that maybe the mainstream of the West.
We invest and do business, and we're sure to get a very big impact. What kind of changes will occur below this situation, we need to have an early warning.
Capital is the smartest when markets are in turmoil. I read a report that in some countries around the world in the first half of this year, the only thing that can achieve positive growth is Vietnam. Why?
Because a large number of industries and capital have been transferred from China to Vietnam, especially now after the confrontation between China and the United States, some of the original production enterprises, processing enterprises, export enterprises, foreign trade enterprises have moved many of their factories to Vietnam.
Like I usually live in Guangzhou and the Pearl River Delta this feeling is particularly strong, I recently have some friends to make clothing, building materials, they basically have to consider moving the factory to Vietnam.
Because in China, if he does it again, it's basically not competitive in the global market.
The shift in capital to Southeast Asia is a trend that I think is probably just beginning.
Because of the confrontation between China and the United States is not a year or two, I think it is at least 15 to 20 years of one thing. So what kind of outcome will emerge in 15 to 20 years, and what is the impact on China itself? We don't predict, but because it's hard to predict, what's the only thing we want to do as capital in this environment, or as investors? It's safe.
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