China Is Entering The Era Of Capitalists Leading The Market.

In a country that has gone half the way to industrialization, capitalists completely replace industrialists to commit suicide. How can China accomplish the transformation of the real economy, how to make the young people feel secure in the industrial departments such as technology, management and so on? How to form the spirit of craftsmen? Can not form the transformation of the real economy, and the high-end core technology has to rely on it. government investment State owned enterprises therefore take the lead, and the reform of state-owned enterprises is even more difficult.

The poorer the poor, the richer the richer. In September of this year, CapitalEconomics, a consultancy, published a research report that the total cash holdings of US companies overseas amounted to US $2 trillion and 500 billion (about 16 trillion and 500 billion yuan) at the end of 2015. According to the Reuters quoted the nonprofit group's data in 2015, the amount of cash held by apple is $181 billion overseas, compared with the CapitalEconomics data, which is equivalent to 7.24% of the total cash overseas of US companies.

Recently, the case of Dong Mingzhu and Wang Shi has triggered a deep thinking. Are we in the age of industrialists or a capitalist era? There are two effects of overflowing currencies, one is the polarization between the rich and the poor. From the us to the Hongkong area, the polarization between the rich and the poor is extremely serious, so it is popular. In the long run, the whole society will pay a heavy price for this. The reform of taxation system is only the first step.

The other is capitalists who take the place of industrialists, who can get a lot of cheap money, who can be bundled closely with large financial institutions, and who can occupy more assets. What assets are being sought after? The real estate of a second tier hot city, the land of the major immigrant cities in the world, the high-end technology and brand of the world, the young people who may become the backbone of the future economy, and the acquisition of infrastructure by Li Jiacheng.

The United States has formed an investment and innovation mode such as Silicon Valley, and has completed the course of industrialization. Multiple funds have settled their debts and formed pressure on other countries.

At the time of the industrialization of the United States, gold was the anchor for monetary determination. In the course of Japan's industrialization, there was no significant fluctuation in exchange rate. If there was any Plaza Agreement in the 5 and 60s of last century, where would Japanese industry flourish? Therefore, in the process of industrialization, it is necessary to maintain basic stability. The thorough marketization of the Swiss central bank has been blasting the Swiss Franc earlier this year.

Even the United States, the current currency The situation will go on, and it will be a live fish on the hot iron plate. Apple's sales decline steadily, which means that innovation is on the decline. Apple has huge amounts of cash, and the company is likely to become an expanding investment company and continue to use mergers to eliminate competitors. It is a disaster for the whole industry that a damn Big Mac enterprise blocks the way ahead.

If China is monetization, it will be much more frightening than the US situation. Under the uncertain prospect, gamblers will fight for a short time. As long as the real estate disaster in 2013 is over, it will begin to warm up in 2015, so long as we can succeed in our success, we will become the God of stock in the eyes of everyone. Now the purchase of high-quality assets, are insurance funds. Financial institution Are these people really better than entrepreneurs nowadays?

In the circle of friends, there is a general manager who is a sucker enterprise. He is a leader in the industry segmentation market. He has been talking about the spirit of craftsmen every day, but the nature of the industry can not possibly have too much money. Last year in Dalian, I met a young college student who was making a road show every day. He made a lot of money and failed to win the project.

although Economic trend There is no substantial change, but wave after wave of investment has swept the real estate, ferrous metal and coal market, and now it is transferred to the garlic market. According to the data of the NDRC, by the end of 10 this year, the wholesale price of garlic has risen to 7.24 yuan / Jin, up 6.16%, up 90% from the same period last year, a record high from 2009 to 2010.

In order to solve the problem of high debt, enterprises may not be able to revive, but may lead to the collapse of financial capital by physical entities. Some people refute that they are willing to win or lose. Since they were first listed, they should expect today's results. This is unfair. Money is the killer of enterprises and the responsibility of monetary leaders. The Federal Reserve must increase interest rates in December, step by step and extremely slow but clear track of raising interest rates, otherwise the whole situation will be out of hand. If the Fed does not raise interest rates in December, it will be a capitalist world in the future. Whether the real economy is important is irrelevant, because money is surging and uncontrolled.