Robin。

最好的和最坏的

很喜欢 Charles Dickens 写的:

It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light, it was the season of Darkness, it was the spring of hope, it was the winter of despair, we had everything before us, we had nothing before us, we were all going direct to Heaven, we were all going direct the other way–in short, the period was so. far like the present period, that some of its noisiest authorities insisted on its being received, for good or for evil, in the superlative degree of comparison only.

这段话是这个时代最真实的写照。这是最好的时代,也是最坏的时代。危机并存,此起彼伏。有的人看到了风险,有的人看到了机会。

激情的结束是后悔的开始,繁荣昭示衰败。

我们的眼光,要放长远。繁荣之时,去看到衰败的一面;衰败之时,则要尝试发现机遇。在资产唱衰时买入,在资产的高点卖出,需要眼光,更需要魄力。短期内的成长难以预测,长期(3-5 years)的发展可以看见。放得下短期的机会,把握得住长期的成长。


当今的中国

曾在《浙商》上看到这样一句话,来形容中国的经济形势:

如果你把中国经济想象成一个制造中国,你看到的都是风险,你看到的都是困难;如果你把中国经济看做是消费中国,你看到的几乎都是机遇;如果你把中国看做是资本中国,你看到的机会更多了。

我们身处的中国,正如七八十年代的美国,青黄不接。伴随着国家的改革,控制价格、改革供给、调整产业结构、产业升级、转移、提高效率、降低成本。

转型、投资、并购、优化配置,成为了这个时代的热点。

……

旧的还未告别,新的还未来临。

旧的是忍痛割爱,新的是满怀期待。

旧的,我们终将告别,新的,我们即将迎接。

这是最好的时代,也是最坏的时代。


相关阅读:

复星CEO梁信军:年轻人要学会看大势 搞基金不好玩

梁信军:外资进入有助于消除中国在世界不利影响


February 02, 2017 at Home!

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written by 陈烨彬 Robin Chen , and published under (CC) BY-NC-SA.