But speaking of the A-share market conditions in recent days, towards the end of April, Big A went straight out of its five consecutive bad days, and the Shanghai Composite Index fell directly to 2,887 points.
After such a pattern comes out, almost no one doubts that the top is at 3067.
Many lucky investors now regret not paying attention to K God's bearishness. Before the market peaked at 3067 points, K God posted on Weibo three days in advance that he was not optimistic about the market.
In recent days, after five consecutive days of decline, authoritative sources have said that various regulations for the international version of A-shares have been initially formulated. As for the conditions for issuers, the world's top 500 companies are currently being initially considered.
The so-called international version of A-shares mainly allows foreign-invested companies to enter the domestic market for financing, and foreign companies are listed domestically.
Then the A-share market fell sharply.
Regarding the "international version", all parties have different opinions.
For example, is the issuer a company listed overseas or an unlisted company? Does the international company's business need to have close contact with the mainland? If the business is close, investors will know it better, and if there is any violation in the future, there will be regulatory measures. If the business is close, it will inevitably compete with mainland enterprises, especially the banking industry, which will have an impact and impact.
In the current wave of decline, Big A's investors have not yet realized the power of the "international version", but Fang Hong, who has the advantage of prophetic memory, is very clear.
What is the "international version" in this world?
Make investors beat their chests and stamp their feet!
This year, the three words "international version" are definitely the death penalty for the two major cities. Every time there is news of progress in the international version, the market will inevitably plummet in response.
Not surprisingly, in the following May, the village chief said "We are getting closer and closer to launching the international version", which caused Big A to plummet -3%; in June, relevant parties stated that they would consider launching the trading room this year. Internationally, Big A fell nearly -2% again; in July, the market once again rumored that the international version details had been released, and Big A fell another -1%. In November, there were rumors in the market that the international version of Big A was basically ready. It is ready and may be launched at any time, and the market fell sharply -2.5% in response.
The saddest thing was that at the end of November, the international version was about to go through internal procedures. Rumors of internal business in the village were expected to come to the village in mid-December. The A-share and B-shares were hit hard. The Shanghai Index plummeted -3.3%, and the B-shares also plummeted. More than -6%.
This is the power of the three words "international version" this year, so much so that the big A stock investors changed their minds when they heard these three words. As long as they heard these three words, it was one word: run--!
However, everything has two sides. Fang Hong had already lurked the stock of Dongmu Stock as early as last month. This stock was exposed to the international version of concept stocks and went against the market. Not surprisingly, Dongmu Stock will come next month. A wave of rise.
…
Star Capital headquarters, in the chairman's office.
At 10 o'clock in the morning, Fang Hong came to Star Capital and was now in Hua Yu's office.
"This time I came here with big new plans. Star Capital will actively participate in the global resources field starting from this year." Fang Hong, who was sitting on a single sofa in the lounge area, looked at Hua Yu and said.
Hua Yu nodded and said nothing, waiting for his next words.
"It is mainly the import of iron ore and oil." Fang Hong continued: "The export item is mainly the export of infrastructure capabilities, so our focus is on that continent."
Having said this, Fang Hong pointed to the world map hanging on the wall of the office. Hua Yu couldn't help but look along it, then turned to Fang Hong: "Africa?"
Fang Hong nodded and said, "Yes, Africa."
Fang Hong added: "Huawei, a domestic communications equipment manufacturer, is following the strategy of 'surrounding cities from rural areas' in its overseas market expansion. This is a very good strategy. Star Capital can definitely follow this path, so the African market must become A key location for our overseas markets."
Africa is highly complementary to the mainland market. Domestic manufacturing goods can be exported to Africa, while Africa can import natural resources to the Greater China market.
Although Africa is poor, this is just people's stereotype. Those struggling at the bottom are indeed poor and even in a state of famine.
However, the great chiefs are rich.
Stars Capital can still provide various financial-related services to the chiefs in the African market.
The most important thing is the local natural resources and the ability to export infrastructure in Africa. This requires a strategic vision of more than ten or even twenty years. Ten years later, there will be excess domestic production capacity and it will be difficult to rely solely on the internal economic cycle. Digestion.
The automobile industry is a great example. Severe overcapacity eventually took hold, which resulted in many people getting screwed. All kinds of crazy price cuts caused a bloody storm.
But this kind of involution is definitely not the optimal solution. It is a lose-lose situation for both companies and consumers. The big price reduction of cars seems to allow consumers to get cheap and affordable products, but most car companies are involved to death. Death, disability, and disability, in turn, mean that there will be a large number of unemployed groups, which will lead to further sluggish consumption and lead to a vicious circle of death spiral.
In an era of overcapacity, if you want to get out of this death spiral, you undoubtedly need to get out.
Whether you can go out becomes the key.
If you want to go global, you don’t need to think about overseas markets, such as the markets in developed regions of Europe and the United States. Ten years from now, the general environment will be full of suppression. Do you still want to sell your products to Europe and the United States to absorb excess production capacity?
No doubt, don't even think about it.
Then the answer comes out, focusing on the regional markets in Africa and the Silk Road that Europeans and Americans look down upon.
If we can stabilize these backward and unstable areas and then develop them, we can export infrastructure capabilities, export manufacturing goods, and import natural resources.
Once the infrastructure is built, consumption potential can be unleashed. Only when cars have roads to run, will they have the desire to buy cars.
The same applies to other products such as home appliances and furniture.
"Over there in Africa..." Hua Yu also seemed hesitant to speak. After a moment, he said: "The war in Libya during this period all shows that this place is not easy to do business. It is turbulent, unstable and unstable. This is definitely the biggest problem, as European and American capital are gradually withdrawing from the African market."
Where are the people running at the moment? You want to dive in.
Moreover, there is no guarantee at all when doing business in that place. You just negotiated with the talker today and even signed the contract. The mine will be opened the day after tomorrow. As a result, the talker fell down the day after tomorrow, and the new one simply refused to acknowledge it. , then it’s all in vain.
Also, if you run over to export the infrastructure, it will be blown up within two days after you finally get it done, so you are still playing with a hammer.
"How can we enter the site if they don't withdraw?" Fang Hong smiled lightly: "It's turbulent and unstable, so we need strong security in the local area. What should we do? Qunxing needs a private security company to protect the local area. Legitimate interests.”
…
(End of chapter)
