How to understand the financial market with Chinese characteristics?
In 2024, there will be many assets that hit record highs in the global capital market, as well as many fluctuations that are unprecedented. In the previous 7 lectures, we analyzed …
Xiang Shuai China Wealth Report (2024-2025): Under the new narrative logic, should we “change positions at the right time” or “hold for the long term”?
In the previous lectures, we talked about how narrative is a new factor in asset pricing, and used capital markets such as A-shares, US stocks, gold and Bitcoin as examples to talk…
Interpretation of the Global Think Tank Report: Outlook 2025: Analysis of Global Economic and Political Development Trends
Today we are also talking about the new year, that is, the outlook for the world in 2025. In 2024, the biggest uncertainty factor recognized by everyone is the US election. By Nove…
The country encourages young people to enter the elderly care industry, and the reason behind this is wealth redistribution
Today is the third day of the Chinese New Year. First of all, I wish you a happy new year! I wonder if young students have been urged to have children and get married. Today we are…
Is the population moving back to rural areas from small and medium-sized cities?
Today is the second day of the Chinese New Year. First of all, I wish you a happy Spring Festival! I wonder if you will go back to your hometown to visit relatives in the next two …
The rise of new resource cities is a new wave of wealth in the future
Today is the first day of the Chinese New Year. First of all, I wish you a happy Spring Festival! I wish you a happy New Year and hope that you will be able to move forward freely …
Two new “arteries” will be put into operation by the end of the year. Which regions will benefit?
Today is New Year’s Eve, first of all, I wish you a happy Chinese New Year! Most of the students should have gone home, but some students may still be on the way, so what we …
Hot Analysis | What are the direct impacts of the “two heavy” and “two new” policies?
In the previous course, we talked about important matters in national policies, such as “national unified market”; but there is another type of matters, which are ̶…
China is trying hard to maintain its exchange rate. The huge game behind it affects your assets and wealth
Today we are going to talk about the exchange rate. I know that many people don’t care about the exchange rate, thinking that they don’t go abroad or do foreign trade, …
Interpretation | The country’s important new document develops elderly care. Why is it said that the elderly care industry may be comparable to real estate and the Internet?
Today, let’s talk about the topic of elderly care that is relevant to everyone. Just recently on December 30, the CPC Central Committee and the State Council issued the ̶…
If the United States really cancels China’s “most-favored-nation treatment”, what impact will it have on us?
Today we continue to talk about the Trump storm. Before, Trump and his team had been trying to push for the termination of the “permanent normal trade relations” betwee…
The core of the 2025 policy: How will the annual policy be transmitted and implemented from the central government to local levels?
Today we are going to talk about the core policy baton from the central government to the local governments in the new year, and how this baton is launched layer by layer. This lec…
The storm is coming? Trump’s inauguration, what impact will it have on China?
On January 20, US time, Trump officially took office and became the new US president. Today we will talk about what impact Trump’s coming to power will have on China? In fact…
Employment changes (Part 3): China is looking for the next employment reservoir, and future employment trends will change greatly
Today is the third lecture in the “Employment Change” series. Let’s start with a current reality, that is, the traditional reservoir of employment is becoming mor…
Employment Changes (Part 2): Why is employment so competitive even as the population decreases
Today is the second lecture of the “Employment Change” series. We will talk about two structural problems that may be a bit heavy but need to be solved urgently: First,…
Employment changes (I): The “pitfall” professions have changed, why the employment structure is accelerating adjustment
Starting today, we will start a three-lecture series on “Employment Changes” to explain the new changes in the employment field. Today is the first lecture in this seri…
Policy Interpretation | “National Unified Market” (Part 2): What pain points can this major move solve?
In the last lecture, we talked about why we need to build a unified national market and how the country should build it. Today, we will focus on the profound impact of building a u…
Policy Interpretation | “National Unified Market” (Part 1): What pain points can this major move solve?
Let’s talk about the “National Unified Market”. This topic has suddenly become popular recently because just 6 days ago on January 7, the National Development and…