经济圈有一句规律是这样的:不要去发达国家赚钱,也不要去穷国赚钱,要赚钱,就去高速发展中的国家。无论穷国富国,财富都已经是固定的,但在新兴的国家或者行业,财富是流动的增量,处在一个增量分配的过程,你这时候进去,不会伤害到任何人的利益,抢到的就是你的。
90年代的东南亚和如今的中国正是符合财富急速增加的时代。然而中国最近遇到了债务问题,处理不妥的话也有可能重现1997的东南亚危机。
至今我们都还听到投资人1997年买到多么便宜的股票然后发家致富。1997的时候我还太小,掌握不了那一轮红利。这次中国的资产价格大幅缩水,只要对这个经济体仍旧有信心,那就真的要好好掌握这次的机会了。
个人认为中国资产价格还没有到底,再等会儿。
Source:iSquare
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