On December 29, Li Bei, a well-known ** manager known as the "goddess of finance" and the "head" of Banxia Investment, released the article "Forced Short" on Banxia Investment Official Weibo.
The article mentions that private equity, public offering, insurance and foreign capital are not enough, and they all have performance benchmarks. After losing money for consecutive years, it has fallen more than the benchmark, and if ** can't keep up, (they) can only be laid off.
She thinksThe end of the year and the beginning of the year are an important time. "There's still a trading day ahead of us and we're heading into the new year, where a new round of institutional greyhound racing is about to begin. There is not much time left for the martial arts people to lay out the new season. Whoever can grab the most ** in Huang Shilang's bunker, who will not be able to keep up with the performance benchmark, and who will run faster than whom. ”
A week ago, Li Bei mentioned at the event that the end of this year, the beginning of next year is a very important change point, at the beginning of the year, everyone will start a new round of asset allocation, will re-evaluate to see who is more cost-effective, and some smart money may re-enter China.
In Li Bei's previous Banxia Macro Hedging November monthly report, she once again expressed her optimism about A-shares, "Now is a once-in-20-year opportunity, decisively improve, and willing to bear a certain amount of volatility and drawdown, willing to keep a high ** She said that she will decisively reduce ** to 0 when she is not optimistic about the ** market."
As a ** manager, she has studied the economic cycle and ** fluctuation law of major countries such as the United States and Japan in the past few decades, and she judged that the next few years may be the best wave of opportunities in the Chinese ** market in her career, and she does not want to step on this wave of opportunities. I hope you will be more patient and do not miss this opportunity. It may only take a few months, and when you look back at the current lows, you will be filled with emotion.
In addition to the above-mentioned September monthly report, "it will exceed the past round of small bull market, and there is a high probability of exceeding the level of once in 5 years, which may be once in 10 years or even 20 years", and also mentioned in the monthly report in March that "real estate stocks are a once-in-10-year opportunity, and the reaction of stock prices is only a matter of time." ”
In a previous interview with Li Bei, she also mentioned that "the next five to ten years will be the day of China's economy or China's **, and it will be the time to make money." ”
According to the company's official website, Li Bei graduated from Yuanpei College of Peking University with a bachelor's degree and Guanghua School of Management of Peking University with a master's degree, and has 10 years of experience in the management industry. He used to be the special account investment manager of Bank of Communications Schroder ** Management ***, and Shanghai Honghu Investment Management *** as the investment director and ** manager.
According to public information, Shanghai Banxia Investment Management Center (Limited Partnership) was established in August 2015, and in November 2017, it was registered as a private equity investment manager in the ** Industry Association, the company's main shareholder and actual controller is Li Bei, and the company currently has 19 full-time employees.
In December 2017, Banxia Investment issued and filed the first batch of private equity products with macro hedging strategies, and in mid-2022, the management scale exceeded the 10 billion mark in one fell swoop, and Li Bei also became the first female head of 10 billion private equity in the industry.
(This article does not constitute investment advice, and you operate accordingly at your own risk).
EditCheng Peng, Du Hengfeng
Proofreading|Liu Xiaoying
Cover *** Screenshot
The daily economic news is synthesized from "Banxia", every previous report, public information, etc
National Business Daily.