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未来两年是中国经济调整最关键的年份,当然也是最困难的年份,在这样的时候投资需要非常小心谨慎我的同事有句名言:今年虽然没有去年好,但一定会比明年强。如果把它用在当今的投资领域,倒是非常贴切。2014年的钱很难赚,但2015年还会更难。为什么?原因不外乎两个:在国际上,美国即将进入加息周期,新兴经济体都面临着资产价格重估,动荡不可避免;在国内,改革进入深水区,央行逐年降低广义货币M2
The next two years are the most crucial year for China’s economic readjustment and certainly the most difficult year. Investing in this way needs to be very cautious. My colleague has a famous saying: Although this year is not a good year, it will certainly be stronger than next year. If it is used in today’s investment areas, it touches very appropriate. It’s hard to make money in 2014, but it will be harder in 2015. Why? The reason is nothing more than two: At the international level, the United States is about to enter the cycle of interest rate hikes. Emerging economies are faced with the revaluation of asset prices. Turmoil is inevitable. In China, the reform has entered the deepwater zone.