This is the second joint live broadcast I have done, the topic is relatively serious, about the economy is more about investment, so I spent more time preparing, from the collection of pre-materials to the provenance and accuracy of the data, to the depth of the topic with the guests after many discussions... It took more thought, but I didn't want to start broadcasting for less than ten minutes, and I had to be forced to stop because of equipment problems. Things are uncertain, and there are always some unexpected and unexpected things that happen.
Fortunately, many things are like a long life, not a hammer, but a chance to start over. Although there are still unsatisfactory places, but a little bit of perfection, step by step growth, is not exactly where happiness lies?
This review does not want to repeat the historical origins of Russia and Ukraine, the subsequent development of the war and the impact on the global economy, and I would like to talk about my own feelings.
When Ukraine first became independent in 1991, it could be described as the world's first echelon power, ranking among the top 10 in the world in terms of comprehensive national strength. Today, guarding the world's most fertile black soil and having a well-educated people, it has fallen into the poorest country in Europe.
There are, of course, many reasons for this, such as being treated as a pawn by two superpowers to survive in the cracks.
When compiling the information of the successive presidents of Ukraine, this president is pro-Russian and that president is pro-Western, and there is a lot of posture that you have sung and I have appeared on the scene, and the struggle between various oligarchic forces behind it is not lively.
This president took 2 steps to the left when he took office, and the president took 3 steps to the right when he came to power, which seemed very lively, but in fact, he went around in circles in the same place, and he found nothing but tiredness.
Perhaps the Ukrainian people were so disappointed in past presidents that zelenskiy, a comedian by training, was 73.3 percent supportive when he announced his candidacy for Ukrainian president on a talk show. How people hope that this president will lead the Ukrainian people to happiness and well-being, as the movie plays.
What the final outcome of Ukraine will be is unknown.
In the second half of the live broadcast, when talking about what assets should be held in the current market trend, Mr. Chen Rujian, as a fund manager, combined his own investment research experience, deconstructed his investment methodology and interpreted the investment offensive and defensive ways for investors in the current market environment.
In terms of shou, Chen Rujian said, "Every war increases the demand for gold and silver." At the same time, he also said that "crisis and crisis, crisis and opportunity coexist."
First, according to historical experience, generally speaking, after regional conflicts that are not directly related to the three major economic zones, most of the stock markets have a pattern of falling first and then rising.
At the beginning of the war, the instinctive risk aversion mentality was sold first. Then look at the situation seems to be not so serious, the investment is still to invest. At present, although the A-share market has fallen, he believes that the Russian-Ukrainian conflict should have a neutral impact on the A-share market, such as military industry, agriculture, raw materials and so on.
Moreover, from last year to this year, whether it is the stock market or the futures market, the rapid trend of the plate rotation is chaotic, and it is difficult to grasp investment opportunities. However, the Russian-Ukrainian conflict has made some things clear and easier for fund managers to control, so the recent improvement in the returns of funds in the CTA strategy in the market has been significant, which are the opportunities given by the market.
And what he talked about the most in the whole scene was probability rights and asset allocation.
Fund managers are not at all like ordinary people imagine, single-handedly turning the tide and achieving good returns, quite a bit of a "hard walled and stupid war" trend, in the risk and return to find the delicate balance between the point and probability of the right.
In his view, the return on investment stems from stability and continuity. This may be the difference between ordinary people and professional investors, ordinary people expect the expected return of five times a year, while professional investors pursue a certain return of five years.
Most people focus too much on short-term achievements and neglect the long-term role.
The Ukrainian people are looking forward to a president who will regain his former glory, and investors are looking forward to the fund manager's tumultuous operation to achieve gratifying returns. However, whether it is war, investment, or personal level, the reason is the same, to win and get the benefits of rapid growth, rely on patience, is a long-term continuous continuous improvement, rather than a sudden miraculous victory.
There is no end to the sun arch.