At present, a large amount of domestic funds are flowing into the real estate market, whether it is loans or private capital. Even many listed companies do not do essential work, develop and operate, but go to real estate speculation! This is a very unhealthy phenomenon! Therefore, for a long time now and in the future, the management is suppressing "real estate speculation" and guiding funds into the stock market and entities!
What we need to know is that if China's funds are still in the real estate market in the future, rather than in the physical and financial markets, then in the event of major risks such as the financial crisis, the funds in these real estate markets will "suffocate" and it will be difficult to escape! Because the real estate transaction cycle is very fast, it is difficult to stop in the short term, resulting in a greater liquidity crisis and economic crisis, which is not conducive to development!
From these perspectives, the future investment style will definitely change, and far-sighted investors have begun to do so. We can find that in recent years, many real estate tycoons are "slimming down" and neglecting their assets. Just like Li Ka-shing, they are constantly selling real estate projects and luxury homes; It's just that Rainbow Jianlin has been reducing leverage and ignoring assets in recent years; Just like Vanke A puts forward the slogan of "live" from time to time, and so on!
In fact, these bosses are prescient. They saw a situation of China real estate in the future, even saw the room for further growth in the future, and also saw bubbles and risks, so they must choose to retreat as early as possible and not earn the last copper coin! Then who will go to real estate speculation at this time, who is hoarding those bad real estate resources and some worthless resources, who is taking over! Remember, investment is to look far, and now everyone despises it, but in the future everyone will feel valuable. This is a good investment project! It is a cycle that should be laid out!
Ten years ago, you asked people around you to buy a house, and everyone would say that the house would fall. Too high here is a bubble. But ten years later, people around you will advise you to buy a house as soon as possible, and the house will rise instead of falling. This is a change of thinking. When most people think that the house is very valuable and will definitely continue to rise, it is actually a time when there is risk and no investment value! But now the stock market is the end of the A-share bear market, and it is the cycle that everyone fears and despises most, but smart foreign investors are constantly hunting for the bottom!
So the prophet eats meat, the latter drinks soup, and the unconscious takes over! In the next few decades, China's investment logic will definitely change, and stock market investment is likely to become the main way for the public to realize wealth appreciation! However, at that time, it was likely to be the same as the foreign capital market. It was a market that went to retail and institutional investment, and most retail investors participated indirectly through fund investment.