The investment era of rebirth

"Look at the development of President Su in a year or two."

Chen Yao said: "In the financial investment industry, there are many brilliant people, but there are very few people who can maintain stable development, really take root and continue to make progress. After all, there is only one Berkshire in the world. , I think my uncle doesn't agree with this President Su very much, because he knows the dangers of this business, and wants your life to go more smoothly."

"So, don't be too hotheaded, just move forward."

"We're not kids anymore, you need to understand the specific balance of interests, Wan Ting."

"As I said before, a few years ago, the 'Haixin Iron and Steel' was in full swing, and Li Zhaohui was the richest man in Jin Province. In the political and business circles, he could be said to be proud of himself, like a fish in water, but how do you see it now?"

"Although this President Su is not a figure like Li Zhaohui, it is always good to be more cautious and prudent when it comes to major events in your life."

"Cousin, are you thinking too much?" Xie Wanting said, "You may not be able to see me!"

Chen Yao said with a smile: "You don't have to worry about this. As far as your own conditions are concerned, the young man who is waiting to marry you is unknown. Why should he look down on him? And... I think this President Su is also You are the only daughter of the Xie family. If he wants to marry you, he will not only be able to earn a "Zhenhua Capital" for nothing, but he will also be able to take advantage of the countless achievements made by his uncle in the financial circles at home and abroad since 30 years. It can be said that the personal connections and foundations... are of great help to his career, as long as he is not stupid, there is no reason not to fight for it."

"Besides, it's no different than family background, background..."

"In terms of appearance alone, cousin, you are no worse than those big stars in front of the screen. That's it, if he still doesn't like it, then he really has no eyes."

"Cousin, it would be great if you can analyze everything rationally." Xie Wanting sighed softly.

"You..." Chen Yao chuckled, "I also said that I think too much. Seeing you worrying about gains and losses, you are thinking too much, right? Don't worry, there are so many good men in the world, my cousin will definitely help you choose One."

"I... How can I have it?" Xie Wanting retorted, and hurriedly changed the topic, "Cousin, what's the matter with the 'land' you talked about with him earlier?"

"Oh!" Chen Yao saw her asking about it.

He couldn't help but briefly told her about the land in Su Yu's hands.

Xie Wanting heard that Su Yu spent [-] million yuan to hoard a large piece of industrial land half a year ago, and she couldn't help being surprised: "Isn't their company a private equity investment company? Why did he buy that land? And the industrial land, isn't it?" Can it only be used to build factories, do industrial development and the like?"

"Not necessarily." Chen Yao said, "The use of the land can be changed. Of course, this depends on the local urban construction plan, the documents issued by the Housing and Urban-Rural Development Bureau and the Ministry of Housing and Urban-Rural Development."

"But their company doesn't have real estate development qualifications either!" Xie Wanting said.

Chen Yao smiled and said: "That's why I said cooperation. They don't have it, but we 'Chenghui Real Estate' has it! It's just that the value of the land in his hand has not yet been fully highlighted. How can we go about the macro layout of Yuhang City? , which direction to develop, I am just guessing, saying that it is cooperation, but in fact I still have some hesitation in my heart."

"However, I saw that he was not positive about this matter."

"Thinking about it, it should be that he already has an idea of ​​how to use the land in his hand!"

"Hey, forget it, let's not talk about this."

"Let's take a look at the gifts everyone gave you!"

With that said, Chen Yao deliberately picked out the one given by Su Yu from the gift bags beside her, and then handed it to Xie Wanting: "Look at what this President Su sent, I'm quite curious .”

Xie Wanting saw the curious look on her cousin's face, hesitated for a moment, and opened the gift package involuntarily.

"Hey, this necklace suits you quite well." Chen Yao picked up the necklace lying quietly in the gift box, "This person's eye for picking gifts is not bad."

Hearing Chen Yao's words, Chen Qianmo in the passenger seat couldn't help looking back curiously.

After seeing that it was just a sparse and ordinary crystal necklace, I couldn't help but want to complain about "cheap goods without creativity", but thinking that it would be fruitless to fight against my sister, so I quickly swallowed the words back, She smiled and said, "Cousin, guess what I gave you?"

"You don't need to guess." Before Xie Wanting responded, Chen Yao picked up the gift box from her younger brother, "It must be something flashy again."

With that said, she handed the gift box to Xie Wanting.

Xie Wanting glanced at Chen Qianmo's expectant look, smiled, and couldn't help opening it, only to see a string of red agate bracelets inside.

"I personally asked the master of Lingyin Temple to consecrate this." Seeing that Xie Wanting and her sister were a little surprised when they saw the agate bracelet, Chen Qianmo hurriedly explained, "Isn't this my cousin's birth year? So... I then thought about asking for an amulet for my cousin, and I heard that the master of Lingyin Temple had consecrated it, and it was very effective."

"When did you start believing this?" Chen Yao looked at her younger brother speechlessly.

Chen Qianmo coughed lightly, and said, "For auspiciousness, it is very difficult to ask the master of Lingyin Temple to consecrate it. I also burned three incense sticks, and I just asked for it."

"How much is a piece of incense?" Chen Yao asked.

Chen Qianmo said: "It's not expensive, only 10 yuan."

"Hey..." Chen Yao was helpless when she heard this number, "You are really sincere!"

"The master said that sincerity is spiritual." Chen Qianmo didn't notice that her sister's tone was wrong, "Sister, I will be born next year, so please help me find one."

Chen Yao looked at Chen Qianmo, hated that iron could not be made into steel, and replied, "I'm not that stupid."

She originally wanted to say that this was a pure IQ tax, but she swallowed the words thinking that this was a gift from her younger brother to her cousin anyway.

"Qianmo, thank you!" Xie Wanting said.

"It should be!" Chen Qianmo was also very happy when he saw that his cousin seemed to like it very much.

Following the conversation between the three of them, the car had already driven into the Chen family's villa complex, and upon hearing the sound of the car, Mother Chen, who had been waiting anxiously in the living room for a long time, came out immediately.

"Mom, why are you still up?" Chen Yao saw her mother, and hurriedly approached her, holding her hand.

Chen's mother looked at the three children in front of her, and said, "It's so late at night, and you don't come back, how can I sleep, well, let's go into the house, the weather is getting colder and colder these days."

With that said, Mother Chen welcomed everyone into the house.

At the same time, Su Yu just returned to the hotel at this time.

The next day, Monday, December 12th, which was also the first day of the New Year's Day holiday, Su Yu woke up and it was already past nine o'clock in the morning. When he washed up and finished his breakfast, he briefly asked about Li Meng and He He on the phone. Qian and Liang Bin's situation, and then received a call from Xie Wanting inviting him to dinner.

The two made an appointment, and then Su Yu went out.

When he came to the agreed place, Xie Wanting had already arrived.

"What do you want to eat?" Xie Wanting browsed the menu displayed on the tablet computer handed over by the waiter, sliding her slender fingers on the screen, "Their family also has several famous Sichuan dishes."

"Don't take care of me." Su Yu said with a smile, "I don't like anything, just order what you like!"

"That's fine!" Xie Wanting nodded.

But when it was time to order, I still ordered some dishes that were biased towards Sichuan cuisine.

"Are you also here to participate in this round of financial institution summit?" Su Yu asked after Xie Wanting finished ordering, "Or are you just here to play?"

Xie Wanting smiled and said, "I represent An Lan Fund."

"Oh!" Hearing what she said, Su Yu naturally understood, "What do you think of the theme of this round of summit?"

Xie Wanting thought for a while and said, "The theme is 'financial technology'. It should mean that traditional finance can also be plugged with the wings of technology to achieve a new take-off!"

"Just like the current hot 'Internet Finance'."

"Actually, at the moment when the 'smart age' and the 'mobile Internet' come, finance should also be 'technologically optimized', get rid of the complicated and bloated service model of traditional finance, and let transactions and business linkages, It’s all easier and faster.”

"Moreover, this will also enable domestic finance to better integrate into the global financial system."

"I think……"

Xie Wanting paused, and said: "It should be the general trend for finance to carry the wings of 'technology' and make new reforms and changes, just like the 'mobile payment', 'handheld banking', 'handheld wealth management', etc. that have emerged now. Concepts such as 'stock trading on the palm of your hand'."

"With the further popularization of 4G networks and the further penetration of smartphones."

"These are things that are bound to happen and change."

"There is also the 'hand-held ordering' system developed by this store with the help of 4G network. Everything around us is becoming smarter and simpler, and the development of natural finance is no exception."

"At the same time, through the feelings of all aspects around me."

"I can feel that new consumer demand is booming and exploding rapidly, and new economic vitality has emerged."

"I believe that under the continuous penetration of 'intelligence' and 'mobile Internet'."

"All walks of life will usher in new changes and new demands."

"The economy in the post-crisis era must also be able to gradually shake off the shadow of recession under such influence and usher in new growth points."

Su Yu was very surprised and pleasantly surprised to hear Xie Wanting's opinion, and replied: "'financial technology' should be the only way for future financial development, under the tide of 'intelligence' and 'mobile Internet' , The new macroeconomic growth point has indeed shown signs, but it is still difficult to leverage the entire global economy, promote the continuous improvement of productivity, and make the global economy get rid of the shadow of recession and return to healthy growth. .”

"After all, this round of 'intelligence' and 'mobile Internet' tide."

"Essentially, it is still an extension of the 'Internet economy', and the various pain points of the last round of financial crisis were only covered up by the crazy loose monetary policy stimulus of the world's major central banks. It has not been resolved, so...it is quite difficult to get out of the new situation."

"Of course, don't look at the whole, look at the parts."

"The related industries under the two tides of 'intelligence' and 'mobile Internet' will still have a huge demand explosion, which will generate very huge investment potential and huge wealth."

"En!" Xie Wanting responded and continued, "More and more people have discovered this outlet and are crowding into it. Domestic smartphone manufacturers are also following Apple's footsteps. , trying to seize the domestic market, the future... has indeed come!"

"but……"

Xie Wanting paused, and then said: "Since you are so optimistic about the investment prospects of the two major fields of 'intelligence' and 'mobile Internet', why do you have a large increase in these two areas in your newly announced fund holdings?" Have you lightened your position? Do you think the valuation is too high, or is it because of the serious shortage of funds in the market?"

"The reduction of positions is to respond to investors' redemption requests and the stage settlement of net worth." Su Yu said, "I have not changed my macro view."

"only……"

Su Yu thought for a while, and then said: "In the two fields of 'intelligence' and 'mobile Internet', there may be many explosive points of demand, and there are also many related industries. The direction and focus of investment are quite different. There is no need to remain the same, after all, the outbreak point and outbreak cycle of subdivided fields will be different in time and space, and if you are eager to find a sword, maybe you do it in the right direction, and there will not be much excess profit."

"Understood!" Xie Wanting smiled, "You have shifted your research direction to a more explosive segmented industry."

"Not necessarily." Su Yu said, "There are actually many opportunities to be tapped in traditional industries. Under the macro background, the current overall market valuation is actually very low. What the market lacks is confidence and the central bank. A clear signal of loosening in monetary policy."

"Then do you think...the central bank may loosen monetary policy?" Xie Wanting asked.

Su Yu replied: "It is possible, as long as the huge capital reservoir of the 'real estate economy' continues to accumulate water, the CPI will naturally drop, so that the central bank will have more room for manipulation. The loosening of ties has already begun, and this is the signal!"

"So it is!"

Xie Wanting heard what Su Yu said, a flash of inspiration flashed in her mind, and she finally figured out the logic behind it.

"Actually, in the current market, everyone hopes there will be a bull market." Su Yu said, "Only in this way can the real adjustment of the economic structure be realized, and the problem of excess liquidity in some fields will be solved, and the standing With the current time node and the sufficient conditions that have been shown, I feel that...the bull market should not be far away."

"En!" Xie Wanting said, "I also have this feeling, but my teacher, as well as my father, think that my idea is too naive and optimistic."