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任何一个投资人必须首先了解身处的环境,才能从宏观到微观来确定每一个人的投资策略。在宏观经济形势下把握投资机会,对于每一个投资理财者都至关重要。在过去30年中,我们保持了非常快速的发展,每一个人都在这个发展当中获利。特别是投资人,在这样的一个旧常态的经济体系当中,取得了非常好的成绩。看一下驱动旧常态经济的三个要素,改革红利,开放红利,人口红利,这是旧常态经济之下的三个最重要的要素。这三个要素已经在新常态体系当中失去了强劲的动力。
Any one investor must first understand the environment in order to determine from the macro to the micro to determine each individual’s investment strategy. Grasp investment opportunities in the macroeconomic situation, for every investment fund managers are crucial. In the past 30 years, we have maintained a very rapid development, everyone in the development of profit. Investors, in particular, have achieved very good results in such an old normal economy. Take a look at the three elements driving the old normal economy, reforming dividends, opening bonuses and demographic dividends, which are the three most important elements under the old normal economy. These three elements have lost their strong momentum in the new normal system.