Li Ka-shing is a legend in China's business world, and his investment vision and ability have attracted much attention. As Li Ka-shing's confidant and financier of Victoria Harbour Investment, Zhou Kaixuan attended the FIIPRIORITY Asia Summit and revealed some important information about Li Ka-shing. At the event, Zhou Kaixuan first revealed that Li Ka-shing has reached the trend of economic downturn in 2021, and suggested that the invested companies have enough cash to cope with the difficulties in the next 36 months. Some companies that heeded Mr. Li's advice gradually got through the storm, while those that didn't fell through the storm. This once again proves Li Ka-shing's accuracy and deep insight in the economy.
At the same time, Zhou Kaixuan also revealed an important news, that is, Li Ka-shing is currently actively looking for investment opportunities. After Li Ka-shing officially retired from the Changhe Department in 2018, he devoted more time and energy to his ** career. However, the recent plight of a series of mainland tycoons has made Li Ka-shing aware of the changes in the investment market. Xu Jiayin** in September**, his financial woes exposed the importance of financial management, and if he had controlled his cash flow and debt ratio like Li Ka-shing, perhaps his fate would have been different. A similar situation also appeared in Wang Jianlin, Wanda Commercial Management's listing financing gambling entered the countdown, and Wang Jianlin had to ** most of the equity to maintain the company's cash flow. Yang Guoqiang's Country Garden also suffered a thunderstorm, and many second-tier real estate companies were also in trouble. Against this backdrop, Li Ka-shing's actions appear more sensible and decisive.
Over the past 10 years, Li Ka-shing has adjusted his investment strategy in a timely manner. Since 2012, he has begun to pay attention to a large number of real estate properties, such as the interests of Shanghai Century Place and Hong Kong Central Center, with a cumulative cash out of more than 100 billion. At the same time, he has increased investment in ports, retail, power, energy and other projects, and continues to be optimistic about the development potential of China's economy. This shows that Li Ka-shing is optimistic about the long-term development of China's economy, but he is conservative about the property sector. Some people think that Li Ka-shing's early cash-out strategy is too conservative, but given the large portfolio of assets and the complexity of cash flow management, this strategy is a wise choice.
At present, China's economy is facing downward pressure brought about by the epidemic, especially the difficulties of the real economy. **Also experiencing volatility, with a downward trend starting in mid-2021. Zhou Kaixuan revealed that Li Ka-shing is still cautious about the economic recovery, and he is looking for more investment opportunities. Li Ka-shing's strategy is not short-term speculation, but long-term layout. His investment cycle is usually 10 or even 20 years, so his actions are more robust and sustainable. In contrast, many investors tend to be halfway through the market**, they lack long-term planning and patience for the market, and often lose money due to market volatility.
To sum up, Li Ka-shing, as an outstanding business leader, with his unique investment vision and deep economic insight, has not only successfully adjusted his investment strategy in the past 10 years, but also continued to look for investment opportunities in the current economic situation. His actions once again proved his wisdom and prudence. Despite the current severe economic situation, we can still remain optimistic about the future under Li Ka-shing's layout and vision.