Today, something about the capital markets. It’s about the assets of 1.4 billion people.
In the government work report of this year’s two sessions, stabilizing the property market and stock market was written into the overall requirements for economic and social development in 2025, which is unprecedented.
Since last year, the constant mention of stabilizing the property market and stock market, especially emphasizing the need to promote the real estate market to stop falling back to stability, in a word, stable prices. Can’t fall any further. Assets continue to fall for a long time, not only the people’s property shrinkage, the negative economic effects are huge.
CPI’s long-term depression, the continued lack of consumption, the root cause is the lack of money in the hands of consumers, the original assets are not worth money or even loss, this reverse spiral downward, is no good.
Stabilization, this stabilization, not only macroeconomic indicators, more need to be felt and have a sense of reality. The property market, a slight change in the whole body. In the past, speculation in land speculation caused by the serious bubble, constantly digested. And the capital market, this long period of large-scale decline, has been more than a decade. This kind of shorting down, in the world is rare, almost no second. If there is, it was Japan twenty years ago.
Today is March 11, 2025, last night Europe and the United States plummeted, today the universe’s first A low opening, morning big dive afternoon pull up, out of the rare day. Hopefully, this is the beginning.
It’s very impressive, it’s unprecedented, it’s very rare, and it’s worth documenting.
What was it like in the past? Looking through the previous screenshots
For example, January 22, 2025
And then January 2, 2025
Contrast that with today, isn’t that very contrasting, so to speak, and very rare.
During the Spring Festival this year, Deepseek came out of nowhere, and all kinds of opinions were singing the praises of it, saying that it was a revaluation of China’s technology or a revaluation of its assets.
In fact, that’s what happened. The Hang Seng Index Hang Seng tech, especially Alibaba, has nearly doubled. since January 14, Hang Seng tech has rallied 41 as of today , which is an unprecedented revaluation. Of course compared to 2021, it would need to rally another 100 , on top of today’s base, to recover from this four-year plunge.
Alibaba’s 2020 high is 316 6, today it is 132 5 and its 2022 low is 55. Such a recovery is unprecedented.
Capital markets for more than thirty years, we look at the history, in fact, we once also rose, once also followed the economic growth.
At one time, before 2008 or a decade ago, we used to trend up. Now, looking back, one wave is lower than the other. there were just over 1,600 then in 2008, just over 3,800 in 2018, and now it’s 5,384, and the number of publicly traded companies continues to grow. Listings are price peaks, no counting.
Yesterday to today, all kinds of opinions are analyzing the U.S. stock market, especially Trump’s comments. Local time 9, U.S. President Donald Trump in an interview downplayed the recent sharp fluctuations in the stock market due to his imposition and adjustment of tariffs, and said that you can not pay too much attention to the stock market, recognizing that the U.S. economy is in transition, and do not rule out the possibility of a recession this year.
Let’s take a look at how Europe and the United States have come through the past three decades.
The U.S. Nasdaq, down 10 in the last month , which was a record high in December last year. The index has risen more than 22 times in the last 30 years. Dow Jones is also nearly 10 times.
Europe, UK Germany is also at a record high recently.
Europe and the United States have been hitting all-time highs for the past three decades, even now at a waist and a half. And we, for one, can’t afford to keep going down for a long time.
Our GDP has doubled over the past decade, and our money supply is even larger.
It’s time for the trends in our capital markets to change. Assets have to grow in value, and it’s not about learning that the modern era in Europe and the United States that we’re talking about is capital-centered.
Secondly, today, as we continue to open up to the outside world, we have made significant progress in the past using Western capital and technology. To continue to fall would be tantamount to allowing the huge capital of the West to copy our low-priced assets today.
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