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Chinese is still celebrating the holidays, and three major events have happened in the world

Chinese is still celebrating the holidays, and three major events have happened in the world

Seemingly casual details actually reveal an ulterior motive.

September 21, Mid-Autumn Festival, Chinese is still celebrating the holiday period. The day before the holiday, Beijing even experienced its worst congestion in a year.

A familiar festival is back.

But in the past few days, the world has changed a lot.

It is indeed a major change, some of which, somewhat unexpectedly, will profoundly affect the international landscape and, inevitably, more or less concern China's national interests.

At least three things!

First thing, Black Monday.

Chinese am celebrating the Mid-Autumn Festival, and my big A shares are also resting. But the world, it's Black Monday.

The world plummeted.

Dow Jones: -1.78%.

S&P 500: -1.7%.

Nasdaq: -2.19%.

France CAC40: -1.74%.

German dax30: -2.31%...

The most tragic is the Hong Kong stock market.

Plunged 3.30%.

At one point, it plunged 1049 points during the session. This is the first time since October last year that it has fallen below the 24,000 mark, once again refreshing the year's low.

Toiled for 300 days, in one fell swoop back to a year ago.

What's going on?

Just look at real estate stocks.

Chinese is still celebrating the holidays, and three major events have happened in the world

Shimao, Henderson, Sun Hung Kai, Sunac and Evergrande all started with a 10% decline.

The most tragic is the real estate company Xinli Holdings from Jiangxi, which once fell by more than 90% during the session, until the close of the market, the emergency suspension, the decline temporarily stopped at 87%.

87%. At the opening, it was still HK$3.95 per share; at the close, only HK$0.5 per share was left. You can also know the tragedy of it.

Investor sentiment is volatile, which may be a prelude to the storm. Of course, it is not ruled out that it is an excessive reaction, the stock market, there are ups and downs, washing is healthier. As for the trend, it is buffett's old saying: greed when others are afraid, fear when others are greedy.

But there is always a feeling that the logic of real estate has changed. Don't forget the famous saying: houses are for living, not for speculation.

People who don't think so, reality will teach him fiercely.

Evergrande is just the latest example.

Chinese is still celebrating the holidays, and three major events have happened in the world

The second thing, France is still turning the other cheek.

After recalling the French ambassadors to the United States and Australia, France cancelled the meeting of the British and French defense ministers. The European Union has also joined recently, supporting France and protesting the unsympathetic behavior of the United States, Britain and Australia.

France is said to have advised the EU to cancel free trade negotiations between the EU and Australia.

reason?

According to a senior French foreign official: "Keeping promises is a condition for trust between democracies and allies." So it's unthinkable to negotiate trade with a country we no longer trust as if nothing had happened. ”

France was furious because France and Australia signed tens of billions of dollars in submarine orders, but the United States and Britain secretly grabbed the orders and let the French lose their wives and fold their troops by helping Australia obtain nuclear submarines.

To make matters worse, according to media reports, the French were completely in the dark.

In June this year, the United Kingdom hosted the Western Seven Summit, macron was still talking about the sausage war after Brexit, gently touching Johnson's back and laughing; but Biden and Johnson were secretly negotiating, silently promoting the "no hook action" against the French.

Chinese is still celebrating the holidays, and three major events have happened in the world

All three countries are Anglo-Saxon countries, and joining forces to tease France shows the resentment in the hearts of the French.

Therefore, France has recalled its ambassadors to the United States and Australia as never before, and as to why it did not recall its ambassador to Britain, the French foreign minister's explanation is that there is no need, because Britain, which is "always opportunist", is the "fifth wheel" in the car.

Transatlantic relations are undergoing subtle changes, and some of the effects may be long-lasting.

I also mentioned before, after all, France is still a major country in the European Union, the relationship between the European Union and the United Kingdom will become more complicated, and now, there is a lot of noise in France, there are people who ask Macron to step down quickly, and there are also calls for quitting NATO to give some color.

Withdrawing from NATO, the French are not yet at this point. But this incident will undoubtedly stimulate France to advocate European independence more vigorously and to build a European army more resolutely.

Chinese is still celebrating the holidays, and three major events have happened in the world

The third thing is the struggle of the United Nations.

Seeing the speech of UN Secretary-General António Guterres, concern has been expressed.

He warned: Unfortunately, today we only have confrontation ... We need to avoid at all costs a cold war that is different from the previous one, potentially more dangerous and more difficult to navigate.

A reporter immediately asked the White House what to see Guterres's concerns, and the White House spokesman replied:

First of all, I would like to say that the President's point of view, and the view of this Administration, is that our relationship with China is not conflict, but competition, so we do not agree with this description of the U.S.-China relationship... We recognize that although China is a country that we may disagree with some of the ways in which it engages in international affairs, we also have areas with which we can continue to work, and many of these issues have been mentioned by the Secretary-General of the United Nations...

We should pay attention to the positive aspects of the United States' expressions, but we should be even more vigilant that some Western politicians have set a set of practices behind their backs in person.

Otherwise, the Secretary-General of the United Nations would not have been so worried.

From this week onwards, with the convening of the United Nations General Assembly, the struggle of the United Nations will become fierce.

Many leaders will give speeches, and many people will choose to attend the meeting by video, but Biden will go in person, which is also his first speech at the United Nations since taking office, hoping that it will not be another game of "Trump throwing darts".

In the fierce struggle, it is not without hidden worries. According to Western media reports, the United States tried to dissuade leaders from traveling to New York to prevent the UN General Assembly from turning into a "super-communication event."

After all, many leaders went to New York without vaccination.

UN Secretary-General António Guterres lamented that the discussion around "how many diplomats already have immunity" reveals the extent of today's vaccination inequality.

But some people are determined not to be vaccinated. For example, Brazilian President Bolsonaro, who first addressed the General Assembly, firmly refused vaccination. The reason is that he had already had COVID-19 last year, and now his antibodies are still "at the highest level."

Such a personality of the president, the United Nations is helpless, New York restaurants are very blunt, not vaccinated, refuse you dine-in. So the Brazilian president and a group of high-ranking officials could only stand on the sidewalk outside the New York restaurant and eat pizza.

International politics, too, is interesting.

Chinese is still celebrating the holidays, and three major events have happened in the world

Finally, a few sighs:

First, yesterday I actually said, don't look at Biden's declaration that "the United States is back", but we must also see that drawing ideological lines and building so-called democratic alliances and value alliances will eventually be vulnerable in the face of national interests. Otherwise, the Arab world will not be divided, and France will not turn its face to the United States, Britain and Australia. You see, Biden's UN speech, no matter how crazy, still turned out to be like this.

Second, we still have to be careful, and we must be calm. A new struggle is beginning, with tongue-in-cheek and deception, head-on battles and back-to-back knives. This week's UN stage is definitely a big drama. But no matter what, we must also be calm and confident. The more angry you are, the more calm you have to be. As long as we stand on the right side of history, we are not afraid of any difficulties and obstacles.

Third, whether it is a black swan or a gray rhinoceros, it should come, it will always come. How many times have I said that the house is for living, not for speculation. Nor do I hear who said that. This is actually a kind of vision and sense of distress. Houses are related to people's livelihood, no matter in Hong Kong or wherever, super high house prices are always unsustainable, and the change in real estate logic also makes us see the hope of some kind of change.

Finally, happy Mid-Autumn Festival. Also, our big A shares, whether it is red or green, whether it is strong or weak, depends on your performance!

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