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Today's article is the 814th article written by Sima Yi, a sweeping monk. If you want to interact with me, leave a message at the end of this article.
01 Stock markets in the United States, Germany, France and other countries are starting to hit new highs again
In the past few days, when the big A shares have been falling endlessly, Sima has looked at the global market, not only the stock markets of India and Japan in Asia have hit new highs, but even the stock markets of Germany and France in Europe, which are deeply involved in the Russian-Ukrainian war, are also hitting new highs one after another, not to mention the beautiful countries that the major media have been singing short, or that sentence, people are in a bull market, we are in a bear market, and this pattern has not changed at present.
Against the backdrop of record highs in the global stock market, the A-share market is still struggling to defend 2,900-3,000 points. Many investors began to question: why did A-shares perform so unsatisfactorily in the tide of stock market rally.
02 What is the logic behind everyone's new highs?
First, we need to understand the main driver of this rally in global equities – inflation. Put simply, inflation depreciates currencies and increases the price of assets denominated in their own currency, including stocks. In Argentina, for example, despite its poor economic performance, the stock market was able to rise sixfold in a year due to high inflation. Similarly, Germany's economy, despite its poor performance over the past two years, has seen an upward trend and hit record highs due to inflation.
Second, in contrast, the performance of the A-share market has not been satisfactory. This is not because our economic fundamentals are in trouble, but because our economy is in a critical transition period. The transformation from high-speed development to high-quality development will inevitably be accompanied by the gradual withdrawal of the old industrial structure and the nurturing and growth of emerging industries. This process takes time, and it also requires the adaptation and adjustment of the capital market. At the same time, the improvement of the capital market system is also a gradual process, from the reform of the registration system to the optimization of the delisting system, although these measures are crucial to the healthy development of the capital market, but it takes time to exert its effect, after all, all policies are now improving.
Third, under the influence of global inflation, the A-share market is facing some challenges. However, we don't need to be overly anxious. After all, investing is about investing in the future, not in the present. Therefore, as investors, we need to deeply understand the logic behind these appearances and pay attention to future trends. Although the A-share market is currently facing some difficulties, with the transformation of the economic structure and the improvement of the capital market system, Sima believes that the A-share market is expected to usher in more investment opportunities in the future.
03 At this time, the mentality is the most critical
Now is the end of the bear market, and it is also at the dividing point between bears and bulls, as long as the bull market comes, it will go up all at once, and this situation is not impossible.
Therefore, in the current investment process, we should maintain a calm investment mentality and not be swayed by emotions. We should pay attention to the future trend and grasp the direction of market development. Only in this way can we find more investment opportunities in the A-share market and achieve long-term stable investment returns.
Especially at the end of a bear market, market volatility and investment difficulties can make us feel anxious and uneasy. However, at this time, we need to understand that patience is one of the most important qualities of investing in the stock market, and it can help us weather the storm and grasp the turnaround.
A bear market is itself part of a market cycle, and while it presents challenges, it also breeds opportunities. In a bear market, market sentiment tends to be subdued, but it also provides an opportunity for those who are patient to buy quality stocks. In fact, the bear market is a critical period for the next bull market. We need to believe that it is only through patient waiting and sustained efforts that we can meet the dawn of the future.
We need to learn to control our emotions, keep a calm mind, and not be swayed by short-term fluctuations in the market. Only in this way can we better grasp the opportunities in the market and achieve our investment goals. Patience is not a static state, but a positive attitude.
Patience in a bear market is not easy, but it is this quality that allows us to gain a foothold in the market. Let's take a long-term view and believe that the future is promising, let us learn to control our emotions and keep a cool head, and let us light the way forward with the light of patience in the darkness of a bear market.
There is no winter that will not pass, and there is no spring that will not come, there is light in my heart, and I believe that the future must be expected!
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