1378 [Suitable for face-to-face teaching]
After explaining what happened in the summer, when everyone left, he left Liang Botao behind. Pen, fun, and www.biquge.info
"Mr. Xia, do you have anything else to order?" Liang Botao asked suspiciously.
"Bo Tao, what do you think about the future development of the stock market?" said with a slight smile.
"The stock market has been very prosperous for more than two years, and the Hang Seng Index has risen to 3,900 points, and it is about to break through the 4,000 mark. "Although it is a little overheated, according to my estimate, the stock market should go up." ”
The stock market is a barometer of politics and economics. In the event of political turmoil and economic recession, the stock market is bound to perform badly.
Three years ago, when the Chinese and British governments were negotiating, Hong Kong's stock market was in a state of depression. Investors sold their stocks one after another, and investors who wanted to enter the market were discouraged, resulting in the Hang Seng Index at that time only 874 points, and the annual trading volume was only 37 billion Hong Kong dollars.
However, with the release of the Sino-British Joint Declaration in '84, Hong Kong's future has been decided, public confidence has gradually recovered, the economy has gradually improved, and at the same time, the stock market has begun to recover gradually.
By this year ('87), the Hang Seng Index of the Hong Kong stock market had climbed to 3,900 points, and the annual trading volume was as high as HK$371.4 billion, 10 times that of three years ago.
Hong Kong has been politically stable and its economy has been growing rapidly in recent years. This can be seen from today's high housing prices. Therefore, Liang Botao is very optimistic about the development of the stock market and thinks that it should be able to break through the 4,000-point mark.
After listening to Liang Botao's analysis, Xia smiled slightly and was noncommittal.
"What, Mr. Xia, do you have a different opinion?" Liang Botao couldn't help but ask suspiciously.
"Bo Tao, I think you missed one more item. Summer said with a smile.
"Wouldn't you?!I've taken politics and economics into account. Liang Botao blinked, not understanding what he hadn't considered.
"Hong Kong is a free trade port, and its stock market volatility is greatly affected by international influences. If there is turmoil in the international stock market, the Hong Kong stock market will also be affected. Summer reminded.
"Ah, by the way, Mr. Xia, you reminded me, I forgot about this. I'm really ashamed!" Liang Botao said ashamedly.
It's a shame that I still claim to be an investment expert and a financial wizard, but I ignore this common-sense issue and rely on my boss to remind me.
"Don't be sad. You are a wise man with a thousand thoughts, and you will fail, and I am a fool with a thousand thoughts, and you will gain one. Summer smiled slightly.
"Don't praise me so much, I'm a fool compared to you. Liang Botao said embarrassedly.
"What do you think of the current situation in the international stock market?" asked Summer again.
As far as he knows, the '87 stock market crash began with the US stock market crash, and then the disaster quickly spread around the world. Stocks in London, Tokyo, Hong Kong, Frankfurt, Singapore, Australia and elsewhere plummeted.
Hayne's Law states that every serious accident has a symptom. Therefore, such a large-scale stock market crash must have been foreshadowed before it broke out.
Therefore, he wanted to ask Liang Botao first whether there was any abnormality in the international stock market recently. If there is, use it as an excuse to let him take precautions.
"The U.S. stock market has seen several large movements since August. The rest of the stock market is not a problem, and it is thriving. Liang Botao reported, "What, Mr. Xia, do you think there will be any changes in the international stock market recently?"
When I heard that there was a real change in the U.S. stock market, I was overjoyed, and then nodded, "When I went to Japan this time, I met Michelle." She told me that there has been recent turmoil in the United States, and some experts believe that this is likely a precursor to a stock market crash, so they alerted me. ”
Regarding the stock market crash, he didn't tell Liang Botao directly, saying that he would definitely have a big stock market crash in the near future. In that case, you will become an immortal, and you have to be tied up and sliced and studied. So he can only pretend to be in the name of Tomicielle, and Liang Botao will not go to her for verification anyway.
"Stock market crash?!" Liang Botao was startled, and then frowned, "Mr. Xia, this is a bit alarmist." It's just a few small fluctuations, where can you talk about the precursors of a stock market crash, I don't think you need to worry too much. It is true that the U.S. economy has been sluggish in recent years, but when it comes to stock market crashes, it is too serious. ”
The U.S. economy has indeed been in trouble since the collapse of the dollar-centric Bressonton system in '75. Inflation is rising, unemployment is rising. Coupled with the arms race with the Soviet Union and the South Vietnam War, the U.S. fiscal deficit has risen year by year.
With the rise of Europe and Japan after the war, the manufacturing industry of the United States has also been hit quite seriously, making its foreign trade deficit also rising year by year.
That is why the United States signed the Plaza Agreement with Britain, France, Germany, and Japan, requiring the five countries to jointly sell dollars in the foreign exchange market, so as to depreciate the dollar and benefit US exports. In addition, the yen and the mark were forced to appreciate sharply, and the exports of Germany and Japan were suppressed. In order to alleviate the financial crisis in the United States.
At the same time, the deregulation of the financial market and the introduction of tax reduction measures for stock investment will stimulate the stock market and boost people's confidence in investment.
With so much positive news, Liang really doesn't believe that the U.S. stock market will crash.
"Whether it's alarmist or unfounded, in short, we've made a lot of money in the stock market now, so it's better to be cautious and take risks. In this way, you will release all the stocks that have appreciated by more than 10%. The shares of Wenhe Group were also sold for another 10%. Summer thought for a moment.
He now still has 30% of the shares of Jiuwenhe Group in his hands, and at the same time, Liang Botao has also made a lot of investments in the stock market, buying a lot of blue-chip stocks and stocks with potential.
"Mr. Xia, you can't help but overreact, right?" Liang Botao said reluctantly when he saw him say this.
There is obviously no problem with the stock market, but in the summer, there is a rumor of the wind, and listening to the wind is rain, which makes him feel that it is really exaggerated.
"Be careful to sail the ship of ten thousand years, Bo Tao, there is no big mistake in being careful. It's better to earn less than to lose money. Summer smiled, "Anyway, I've decided, so let's do it." ”
"Oh well. Liang Botao saw that he said so, so he had no choice but to nod, "But Mr. Xia, after this full sell-off, when will we return to the stock market?"
"You wait for my signal, we are just a strategic retreat this time, and we will definitely make a comeback in the future. Xia said with a smile, "You collect information on listed companies on the stock market, and I hope that once there is a stock market crash, we can sweep the Hong Kong stock market." ”
"Uh~" Liang Botao couldn't help but be a little speechless when he heard him say so excitedly.
The stock market crash hasn't been over, and now I'm thinking about buying the bottom, isn't it a little early!