From 2024, families with fixed deposits !Do you need to be prepared for these 3 things?

Mondo Finance Updated on 2024-01-28

China's residents' deposits ushered in a wave of strong growth in 2023, which reflects the importance that ordinary people attach to savings. According to statistics, from January to July this year, household deposits increased by 110.9 billion. This is mainly due to the relative safety of bank deposits, and after three years of the pandemic, people have also realized the need to save money in case of emergencies such as unemployment, illness, etc.

However, the rise of residents' deposits is also facing some challenges and risks, some industry insiders pointed out that since 2014, families with fixed deposits need to pay attention to the following three issues: 1. The problem of low deposit interest rates;2. Insufficient liquidity of deposits;3. The bankruptcy of small and medium-sized banks. First, there is the issue of deposit rates continuing to fall.

Since the beginning of this year, major domestic banks have lowered their deposit interest rates, and the current bank deposit interest rate has fallen below the 3% mark. Bank deposit rates are expected to fall further in 2024. This means that deposit yields are getting lower and lower, and they are unable to resist even the erosion of inflation. In response to this problem, we have two suggestions: One is that if you don't know much about investment and financial management and don't want to take too many risks, then you can continue to deposit money in the bank, but choose some guaranteed products, such as large-amount certificates of deposit and treasury bonds, which can ensure the safety of the principal, even if the deposit interest cannot beat inflation, you will not lose money. The other is that if you have a certain interest and ability in investment and financial management, then you can consider diversified asset allocation to improve returns. For example, if you have a deposit of 600,000 yuan, you can use 400,000 yuan to buy treasury bonds and large-amount certificates of deposit, 200,000 yuan to buy bank wealth management products below R2, and 100,000 yuan to buy bonds**. This way, you can control your risk while increasing your returns. Second, there is the problem of insufficient liquidity of deposits.

In the coming years, we may encounter some uncertainties, such as unemployment, illness, etc., which requires us to have some cash on hand in case of emergency. However, in order to pursue high interest rates, many depositors will choose a deposit term of more than 3 or 5 years, so that once they need to use money, they can only calculate it according to the current interest, and the loss is very large. Therefore, we recommend that savers take liquidity into account when choosing a deposit tenor, rather than just looking at interest rates. We have two options: One is that depositors can choose a 1-year fixed deposit, which can not only enjoy a higher interest rate, but also ensure liquidity, and will not lose too much money because of using it. The other is that depositors can divide their deposits into different maturities, for example, if you have a deposit of 600,000, you can deposit 100,000 yuan for 1 year, 200,000 for 2 years, and 300,000 for 3 years, so that you can balance liquidity and income. Third, the issue of bankruptcy of small and medium-sized banks.

Many people think that bank deposits are the safest, but in fact, small and medium-sized banks can also fail due to poor management. In August 2020, Baoshang Bank declared bankruptcy. Recently, the Taizihe Village Bank in Liaoning Province also filed for bankruptcy. More small and medium-sized banks are expected to fail in the future. This requires us to be prepared for the bankruptcy of small and medium-sized banks. Our advice is to try to keep your money in the six major state-owned banks to ensure safety. If you want to deposit in a small and medium-sized bank to get a high interest rate, then you should pay attention to the following two points: first, do not deposit all your money in a small and medium-sized bank, and diversify your risk;Second, don't let the deposit + principal exceed 500,000, so that even if the small and medium-sized bank goes bankrupt, you can get compensation.

Related Pages