Under the epidemic situation, the US stock market has been broken for many times, the global asset and stock market panic and volatility, short-term sentiment is approaching the freezing point, some people think it has fallen out of the gold pit, some people leave the market pessimistically. In an unsettled market, how can investors avoid making money only by "luck" and winning by strategy?
On the evening of March 19, the Shanghai Alumni Association of Nanjing University Business School held an online lecture on "looking for opportunities in crisis - value investment opportunities in turbulent markets". Hu Yanyu, general manager of "value investment strategy" investment of industry tycoon and Kaiyin holding, was invited to share the investment opportunities in turbulent markets.
In the live broadcast, Hu Yanyu first analyzed the current global financial market environment. Under the background of the stock market turbulence and the general interest rate cut of all countries in the world, all aspects are facing changes. Among them, blue chips with low valuations included in the Shanghai stock index will usher in historical opportunities. "In this period of investment philosophy, we need to pay attention to value investment to set aside enough margin of safety as the basic strategy.
"The enterprise value evaluation is the core, which is guided by the company's medium and long-term performance and referenced by the short-term performance, and adjusts the enterprise value evaluation in time. "At this stage, Hu Yanyu should make value investment with the attitude of shareholders: grow together with the enterprise and share the enterprise's operating results; and adjust the strategy in time according to the internal and external environment and the cycle theory, but not over select or swing. In terms of investment direction, the outstanding growth and value-oriented high-quality listed enterprises of A-share and H-share are the main ones.
At the end of the live broadcast, Hu Yanyu explained that in the current turbulent market, the focus of investment should be on technology and manufacturing, consumption and service, medicine and health and other fields. Among them, because of human's unremitting pursuit of a better life, the medical and health industry is always a sunrise industry, with many bull stocks. In recent years, China has made rapid development in the fields of generic drugs, innovative drugs, biopharmaceuticals and medical devices, but compared with international giants, there is still a huge growth space. China's "aging, urbanization and chronic disease make the demand for medical care grow continuously, so investors should focus on it.
This time, the alumni actively asked questions and interacted with each other, and gained a lot. The Shanghai Alumni Association of Nanjing University Business School will continue to organize relevant activities to bring more exchange and help to all alumni. At that time, interested alumni are welcome to actively participate.
Author: sun danyin editor: Liu siyao