How Do We Manage Money Bags In The Context Of Devaluation?

Once, the Americans had a globalized circle of friends. China spent 30 years in the circle of friends, accumulated talents, capital and technology.

When Americans look at it, they can't pull a small group of TPP, and they want to squeeze China out. Now, well, trump, a new one, has called out anti globalization and is trying to boost the US economy, coupled with the Fed's interest rate hike.

After 8 years of iron bottom, he was in a panic.

Since the yuan entered the SDR, the middle price has fallen by 2.7%.

In November 15th, it lost 97 basis points, a new low since August 2008. The middle price of the RMB exchange rate has come to 6.8592. 6.8 is the big iron bottom in the eyes of former experts.

In the context of RMB depreciation, how do we manage the money bags? Besides some of the hard currencies such as gold, are there any other ways? Over the past decade, the real estate industry, as an anti inflation tool, has been gradually slumped under the control cycle, while the financial and Treasury yields have also been declining, and the renminbi seems to be nowhere to be placed.

The Fed's interest rate hike is already a trend. After taking office, trump will boost the US economy through active fiscal policy, and will defend the position of a strong dollar by raising interest rates. It is foreseeable that the US dollar will suppress the renminbi.

Trend.

Trump's trade protection will not be cut across the board. However, the trend of anti globalization has begun to expand from Britain to Europe. Once the small groups of TPP are abolished, Global trade will be more conservative, and the value of the renminbi can only be supported by domestic reforms.

We can appropriately increase risk preference, choose stock investment, and be good at catching opportunities under the trend of RMB devaluation.

Since the beginning of the year, nearly 80 listed companies have hedged foreign exchange, and they can find opportunities from these listed companies.

For example, export oriented textile and clothing, building decoration enterprises, depreciation of the renminbi will bring them opportunities.

Of course,

To be cautious, China Southern Airlines, Air China and China Eastern Airlines lost more than 15 billion foreign exchange losses in 2015, almost losing their profits in those three years.

By the first half of 2016, foreign exchange losses of the three major airline listed companies exceeded 4 billion 500 million.

Apart from aviation, banks that play foreign currencies all day long also lose money. For example, the loss of foreign exchange of Minsheng Bank reached more than 1 billion 800 million at the end of the three quarter. What did they earn last year?

Now the two balance is rising, and the number of accounts is also increasing, which means that the leeks outside the field are ready to fight.

With the continuous entry of funds, under the background of RMB devaluation, we must pay attention to the financial structure of listed companies. It is best to stay away from companies with large foreign exchange losses and no preventive strategies.

In the face of the devaluation of the renminbi, maybe the shareholders will say, "what's the size of a rat?"