Special troubles of rebirth

The place for the dinner party in the evening was decided by Ye Lili, and it was placed in a private club in Zhabei.

Yu Hanwen and Tan Ru, who had been absent during the day, all arrived. They thought they were going to have another long-distance conversation, but they didn't expect that this time the topic suddenly became more serious.

It was Jiang Weilin who started the conversation. Not long after the banquet started, he repeated what Wang Yu said when he was playing ball.

When the era of self-media arrives and the explosion of information occurs, the opinions expressed by Wang Yu are all nonsense, which is not surprising.

But when these topics were discussed in 2010, they still seemed very fresh to everyone.

"Don't mention it. Based on the actual events, this argument is definitely not a coincidence, and the logic is obviously reasonable."

Yu Hanwen looked at Wang Yu and said, "Old Wang, is there something real about the expert advisory group you hired?"

"When an enterprise develops to a certain level, it must consider its strategic development direction."

Wang Yu said with a smile: "As the old saying goes, if you don't plan for the future, you can't plan for a while; if you don't plan for the overall situation, you can't plan for a region. A large enterprise is like a ship sailing in the vast sea. It must not only have Satellite navigation and positioning, as well as future weather forecasts.”

"That's true. Although the consultants in my family's company are not as awesome as those hired by the president, they often make some situation judgments based on policies, and some of them are quite accurate."

Jiang Weilin nodded in agreement: "Just like when the four trillion policy was introduced, expert consultants made some predictions and pointed out some trends in the domestic economy in the next two to three years."

"The subprime mortgage crisis triggered an economic crisis in the United States, which in turn triggered a global economic downturn. Before that, our country was very dependent on foreign trade. The troika that drove the economy suddenly lost two legs, so it later withdrew from the four trillion plan. To stimulate domestic demand, and at the same time turn the crisis into an opportunity, and use this opportunity to adjust the proportion of foreign trade in the development of the national economy."

Wang Yu took over Jiang Weilin's words and said: "Lao Mi has previously identified that our national economic structure is more than 70% dependent on foreign trade, so he unscrupulously used this to suppress us. I believe that after this structural Adjustment, in the next four to five years, this proportion can drop to less than 50%. The missing part will be driven by domestic demand, so this has triggered a series of economic policies and industrial structure adjustments. If you understand this logic, you can Find business opportunities in the future.”

Because Fang Wenxin was a newcomer, she rarely expressed her opinions before, but the atmosphere and topics discussed at this gathering really resonated with her, so she couldn't help but express some of her own opinions.

"That's true. A few months ago, I heard my old man and some big guys talking about this matter. I was shocked at the time. But now I think about it."

"Oh, what specific topic are you talking about?"

Shen Zhenhong, who was also a newcomer, saw Fang Wenxin also speaking, so he naturally followed suit.

"As for real estate, I remember that among the big guys we chatted with at that time, there were Mr. Zhang from Suning and Mr. Luo from Jinling Urban Construction."

Fang Wenxin thought for a while and then said: "They also started from the big international political economy and slowly talked about the trend of domestic real estate in the next few years."

"Suning also wants to get involved in the real estate industry?"

Wang Yu asked at this time: "It seems that there are experts and experts behind the scenes to help judge the future economic direction."

"Yes, the level of information received by their big bosses is different, and the results judged from this are naturally much higher than ordinary people."

"What is the reason for Suning's involvement in real estate?"

Yu Hanwen's family is engaged in supermarkets, so naturally he knows that Suning, which was founded in Jiangsu Province, must be curious about this large group that operates supermarkets suddenly getting involved in the real estate industry.

"This matter still goes back to the subprime mortgage crisis in 08."

Fang Wenxin did not hide anything and said directly and openly: "We have always been a trade surplus country before and accumulated a large amount of rice dollar foreign exchange. In this crisis, in order to prevent our rice debt from devaluing, we also In order to save the U.S. economy, we increased our holdings of a huge amount of rice bonds at once. As we all know, our local currency and the rice dollar are not directly convertible. In order to offset the large amount of rice dollars in foreign exchange, we took every additional rice dollar For foreign exchange reserves, the country has issued more than seven yuan of corresponding domestic currency. This time it has increased its holdings of so many rice bonds at once. We have to issue a large amount of domestic currency accordingly. Where will these currencies go?"

Her words involved several information points, each of which was easy to understand, but when they were all connected together, many people present fell into deep thought.

"The only domestic capital reservoirs are the stock market and the real estate market. Is there a third one?"

This is Bao Yaozong's view. Of course, Fang Wenxin had mentioned Suning's involvement in real estate before, so there is nothing wrong with thinking about it.

"The stock market is too small and cannot accommodate so much capital. It can only be the real estate market!"

Ding Shouzhong also spoke: "It seems that the real estate market will usher in a period of rapid development in the next few years!"

"Don't forget the four trillion plan. To be precise, it should be called major infrastructure construction!"

Wang Yu also spoke out at this time: "A series of policies such as bringing home appliances to the countryside and bringing cars to the countryside must have a major premise, which is access to every village and electricity and signals to every village. Without these foundations, how can you let the vast number of remote rural areas consume? ?”

"Yes, real estate can be considered an infrastructure project!"

Jiang Weilin nodded in agreement and said: "It's incredible. If we really wanted to calculate how many upstream and downstream industrial chains this would stimulate, I would estimate it to be several hundred, right?"

"Definitely, maybe more!"

Fang Wenxin continued at this time: "I heard Mr. Luo from Urban Investment said that it not only stimulates the upstream and downstream industrial chains and digests the massive additional funds, but also revitalizes local urban investment assets, increases local fiscal revenue, and further stimulates local investment. Investment in infrastructure”

"So this whole set of policies was caused by the subprime mortgage crisis in the United States!"

Wang Yu said with a smile at this time: "So which company can see this clearly during the subprime mortgage crisis in 08, or analyze the economic policy direction in the next few years, then follow the policy, and it will be difficult not to make a fortune. !”

"It's very obvious in what the president said."

Fang Wenxin also smiled and said to others: "It seems that the president's company has already made relevant responses at the end of 08, so it has a series of subsequent industrial layouts. This is called strategic vision!"

"Let me tell you, the expansion in 09 was so rapid that it was dizzying."

Jiang Weilin touched his chin and said thoughtfully: "It turns out that you had already started the layout at the end of 08."

Faced with such words, Wang Yu could not defend himself and could only smack his lips.

Fortunately, Yu Hanwen opened his mouth to rescue Wang Yu at this time.

"I think our gathering tonight is quite meaningful."

He raised his glass and said to Wang Yu and others: "We can have more discussions like this in the future to benefit the members of the Yangtze River Chamber of Commerce in disguise!"

"That's right, do more activities like this to benefit members!"

Everyone raised their glasses in agreement.