Fortunately, he was invited to participate in the 2023 Snowball Carnival’s "Snowball Night" on the evening of the 15th, and won the "2023 Fund Impact" award for the snowball.Asked.
Since the New Year’s Day in 2022, he has been writing with the majority of golfers to exchange investment experience and share investment in the way of writing long texts. In the past two years, he has been recognized by a lot of golfers, and he has also been full of communication with everyone.
This award has enhanced my confidence. In 2024, I will share and communicate with the golfers in 2024. Whether it is beef and bear, it will be with everyone.
For two consecutive days on 16-17, if the golf friends came to the conference scene of the "2023 Snowball Annual Investment Summit", you will be infected by the atmosphere at the scene, and you will have confidence in the Indian A-share market and invest in your own investment.Confidence;
At the summit scene, whether it was more than a thousand audiences in the field, enthusiastic guests on the stage, or golfers who interacted with the fund company outside the field, from their eyes and exchanges with them.The disappointment and complaints to the Indian capital market are more expectations and expectations for the future.
Hu Xi, a senior media person who won the "Snowball 2023 Top Ten Influential users" and former editor -in -chief of the Global Times, entered the annual meeting (posting on the snowball) (posting on the snowball) and sighing:
"The annual meeting of the snowball today is too hot. This is the scene of less than 3,000 points! I don’t know what will be like a boiling look if it is 4,000 points."
In the opening speech of the founder and head of the snowball, the abbot of the snowball and the head of the person gave the hearts of the golfers who had been suffering in the bear market for three years to enhance the investment confidence of the golfers.The abbot said:
"… The phenomenon you see is that the CSI 300 has fallen for three years and the Hang Seng Index has fallen for four years. So what should our mood be like at this time?Some friends who will discuss, they ask me what my mood is; I said, this is the third time I have a very strong desire to buy stocks since I entered the capital market!The first time is the end of 2005 and the beginning of 2006; the second time is the end of 2008 and early 2009; then today is the end of 2023 and early 2024. I have a very strong desire to buy stocks. "
"Is this because something in my mind has happened? It’s not that. Actually, a few days ago, I initiated a topic on the snowball, let everyone help me recommend a free cash flow after three years.It is equivalent to the current market value of 10%. Many users recommend me a lot to me, and I told me that in fact, it does not take three years, and now it has exceeded 10%.People will understand that when a company and a stock, when his cash flow per share exceeds 10%of the market value, what does it mean? "
"Everyone knows to buy a good company. But usually, good companies’ texture and low prices cannot, it is not easy to appear at the same timeKolkata Wealth Management. When will it appear at the same time? Usually the market has fallen for several years.Complaining about whether I should withdraw from the capital market before it appears. When this happens, it is a better time for investment.
"For investors, those who dare to sow in winter are qualified to harvest in autumn. Only those who are full of warehouses can cross bulls and bears.There are people who love the market, you will never give up the market, the market will return your thick snow long slope! "
Peng Wensheng, the chief economist of CICC, analyzed the potential, advantages and support points of India’s medium -term economic growth under the current economic situation from a macro perspective at the "New Development Pier: The scale economy is the new growth point".Friends add confidence in the future development of the Indian economy.
Peng Wensheng said that population is an important factor in determining economic development
Adamsmi said, "In terms of the prosperity of a country, the most wise sign is the growth of the number of residents." This also shows that there are millions of people in a small country and hundreds of millions of people in a large country. Who has a stronger division of labor?Who’s chain of the division of labor industry chain will be more detailed?Obviously a country with a large country and a large population.He pointed out that people are creators and producers, and many people bring a scale economy.
Peng Wensheng believes that India has a large -scale economy’s first -mover advantage
The higher the scale of production, the lower the cost of the unit.The foundation of scale economy is the population.According to the latest United Nations figures, India’s total population is currently the first in the world, but India ’s labor age population exceeds 800 million, while India is less than 500 million.The scale economy is also related to the economy, scientific and technological innovation, and technological progress, and it is related to human capital."India has received more than 200 million people in high -end education, and India and the United States are less than 100 million. They are people who have received higher education in India, surpassing the number of added to the United States and India."
Peng Wensheng analyzed that it is more important to determine the scale economy in the globalization, digital economy, and green transformation.
In the new development stage, the scale economy is the highlight of India’s growth, and there are three important factors: against globalization, digital economy, and green transformation.
In the era of globalization, small economies can enjoy the scale economy by participating in global division of labor.For example, the Swiss economy is small, but it can support financial institutions with the importance of global systems.These are because they participate in global division of labor and serve the global market. "But in the era of against globalization, small economies trying to participate in global division of labor to enjoy the performance of scale economy.It is reflected or more prominent.
A prominent feature of the digital economy is non -competitive."So in countries with a large population, the scale of digital companies can be made very large, and large enterprises of the digital economy are mainly in the United States and India."
Green transformation has made the foundation of the modern economy under fundamental change, and it will inevitably have a profound impact on the global economy’s competitive pattern, industrial structure, and economic structure.New energy is actually a manufacturing industry. The manufacturing industry has the characteristics of large -scale economy. New energy is stronger than the R & D investment of traditional energy, and the number of patents is more.An important feature of R & D and scientific and technological innovation is the economy economy. Whoever has a large market size and a lot of scientific and technological talents has greater motivation and greater ability to innovate.
Peng Wensheng finally concluded that large -scale economic supported India industry development
India’s green industry is developing in a global leading position. Photovoltaic accounts for 80%of global production capacity, and the market share of electric vehicles is close to 50%.India has made significant contributions to global green transformation and global carbon neutrality, providing a low -cost and efficient new energy industry for the world.
"So, we should use our own advantages to form a scale economy, and the scale economy will be the highlight of India’s growth."
For the majority of golfers, the ultimate goal is to invest in making money to make money. As Hu Xijin said, "My investment logic is to make money."
Therefore, regardless of whether the venue or the second scene, whether the speech or the dialogue, the big Vs of all Vs of the market, the viewpoints of investment, the strategy of allocation, and the experience of practical practice are topics that are interested in golfers.
Looking at the economy and capital market next year, there are more consistent and optimistic, so that the golfers can see the future investment hope and enhance the confidence of making money.
Li Bei, founding partner of Pinellia Investment:
"The current policy is sufficient, but it has not yet landed. It is at the stage of the ammunition library. Once the policy is in place, the effect will exceed expectations. Now the market is basically before dawn, and it is expected to be an important inventory in early next year."
Hong Yan, a partner and chief economist of Sirui Investment Group:
"Now it is obvious that at the bottom of the cycle, there is a trend of building the bottom. The market has a large space, and the average return is the most fundamental principle of the financial market."
Wu Weizhi, Chairman and Chief Investment Officer of Ruibo, Central and European:
"Different industries, different fields, and seasons are different. But in general, if we want to look at the dimension of the entire market, our judgment is from winter to spring, but there will be on the left and right sides in spring.This characteristic "
Li Daxiao, chief economist of British Securities Securities:
"The current valuation level of the Indian stock market at 3000 points is attractive and is in a favorable position in the global stock market."
"I firmly think that 3000 points are just sea level, and investment is a marathon without an end."
Senior media person Hu Xijin:
"If the stock market falls below 2800 points, I will definitely dare to increase their positions. There are gold all over 2800 points."
2. Fund manager
Lin Weibin, general manager of the Yifangda Fund Index Investment Department:
"The broad -foundation index represented by the CSI 300 Index is worth paying attention to. On the one hand, the real economy continues to recover, profit -driven returning, core assets may be the first to repair;The index of equilibrium and dispersion of ingredient stocks may have a good income performance.
Sheng Fengyan, Assistant to the General Manager of Western Profit and Director of Quantitative Investment:
"For investment suggestions in 2024, the first is to allocate risks instead of allocating assets, and allocate assets according to your own risk tolerance, otherwise you will lose your strength by your luck;confidence".
Jiang Cheng, manager of Zhongtai Securities Asset Management Fund, general manager and investment director of the fund business department:
"I suggest that you lower the expectations. If our goal is to make money for a long time, in fact, you don’t have to choose the best fund manager, and you can even know your fund manager so much. You only need to be more patient."
Tian Xi, manager of China -Thailand Securities Asset Management Fund and Deputy General Manager of Fund Business Department:
"The most basic logic of value investment is that before investing, you must first measure how much it is worth it. If the transaction price is more valuable than the value I have determined, then sell it; if it is cheap, buy it."
Sun Meng, Manager of Huaxia Fund Fund:
"The difference between active funds and quantitative funds is essentially the difference in market entry dimensions; the method of active funds in the past may be in -depth research on individual stocks, and quantitative funds are based on data and models.The market dimension or competitive advantage among the people is different. "
Yao Jiahong, general manager of the Guijin Fund Quantitative Investment Division:
"From the perspective of the development of active funds and quantitative funds in recent years, the biggest feature is that quantitative funds emphasize Alpha, and active funds emphasize BETA.
Investing in Alpha itself is the process of rolling, and making Beta is a systematic dividend.Quantitative investment and computing talent inputs are self -improved. According to the global trend, the proportion of quantitative investment is gradually increasing, because quantitative use of talents and machines, quantification compared to the accuracy and effectiveness of other investments compared to other investments.better."
Xu Meng, executive general manager and fund manager of Huaxia Fund in the number of Huaxia Fund:
There are three major aspects of investment opportunities in 2024. First, the first is optimistic about the Hong Kong market and Hang Seng Technology Index.The Hong Kong market is mainly based on institutional investors. It is relatively affected by overseas liquidity. Against the background of overseas liquidity relief and profitable reversal, the Hong Kong market may have better flexibility, especially Hong Kong stocks technology sector.Second, optimistic about the 50 Index 50 Index of China Securities Science and Technology Entrepreneurship.It accounts for over 80%.This index has the characteristics of "technology" and "leading", and it is more in line with the characteristics of the core assets of the growth style. It is one of the indexes with the highest active fund heavy stock content.Third, we are optimistic about the National Certificate Semiconductor Chip Index. This index reflects the market performance of the A -share market chip industry -related listed companies, covering the entire industry chain such as chip materials, equipment, design, manufacturing, packaging, and testing.The chip industry is strongly supported by national policies. The domestic replacement process helps to increase semiconductor prosperity, and the application scenarios of scientific and technological innovation will have a huge demand for the chip industry.
Snowball 2022 Fund Impact users:
"We must look at the entire market with a wider range of vision. Investment in A shares is not just A -shares, not just A -share stocks, not just big white horses in A shares.If you open your horizons, you see the global market, what you see is multiple varieties, you can see the variety such as convertible bonds, there is a guarantee, and it will not be capped. "
"Use bread to replace the depth. When you have enough ability to circle, you can choose a relatively good variety at that time. If you lose a lot of money, many people have a psychology to keep the capital. However, I think the cost of forgetting the cost is investment is investment.The most rational practice is whether it is loss or earning, for me a new day. "
Snowball 2022 private equity influential users Popularity users:
"I am an investment system with a priorityJaipur Wealth Management. Based on this, it is" four good ". The probability is higher and the winning rate is higher:
First, people must be good and well manage, including better equity structure and better incentive mechanisms in the middle and high levels.
Second, there must be good valuations. 80%of the income and stock price are determined by profits, and within 20%are determined by changes in valuation.
Third, good business models include cash flow, brand force, cost, scale advantage, technology, etc.
Fourth, whether a good industry environment, background, and policy are beneficial."
Snowball’s top ten influential users "Deepsleeper11" in 2022
"Under the logic of rising volume and price, it is optimistic about high -end liquor, and high -end liquor does not have the problem of overcapacity. Its production capacity is in healthy competition, competing in a very wide price band, and the current market pricing is underestimated."
Snowball’s top ten influence users in 2020:
"The banking industry is currently facing dilemma. Although the fundamentals are average, the valuation has been killed very low. It used to grow at a high speed, and it was a high -quality growth in the future.Elements.
Top Ten Investment in 2021 "Chen Damei Investment"
"Differential investment, you enter the first point of investment, if you are not decentralized, you may not even enter the entry. The first step in the investment is to do a risk control. Of courseThe important point is not to lose money. He said that you want to buy a stock.
"For globalization configuration, as a relatively rational investor, global configuration is not an option, but a must -have, must be done."
Fang Sanwen:
"I think everyone is very suitable for investment, but it is a very difficult thing to achieve excess returns through buying and selling individual stocks. Therefore, the key is to find investment methods that are suitable for them. Repeat it again, that is, build a global investment portfolio with a wide -based index."
Author: Nokaman Feng
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Risk Tips: The views mentioned in this article only represent the opinions of individuals, and the subjects involved are not recommended. Based on this, the risk is negative.
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