Japanese stocks soared, with the Nikkei 225 hitting a 34 year high

Mondo Finance Updated on 2024-02-16

On February 13, the Nikkei 225 index once exceeded 38,000 points intraday, continuing to hit a new high in nearly 34 years, with an increase of more than 3%.

Currently, the Nikkei 225 is trading at its all-time high of 3895744 points is just one step away.

* The market is irrational in many cases, because it is irrational, so it fluctuates, so it attracts many gamblers who are eager to get rich overnight.

There are many big V who say that the origin of the ** market actually originated from the Dutch sea coachman in the Age of Discovery, because although the profits made by going to sea at that time were very large, the risks were also extremely high, so they would form a fund-raising in the form of shares to share the risk, (for example, with the profits from going to sea at that time, everyone raised ten ships to go to sea, and if they could come back five, it would be a big profit).

Therefore, the original intention of the market is to jointly invest to resist risks, and then jointly obtain profits. It is the sharing of risk and return.

For example, in the past, Scotland raised funds to develop the colony, and later failed to cause the country to go bankrupt, and England took the opportunity to annex Scotland, which formed the main body of today's Britain. This is a classic risk-sharing, and if you don't do it well, everyone pays the price.

But our current market is that by making the company public, it has become an ATM for a small number of people.

After the end of World War II, the defeated Japan and Germany had a period of rapid economic growth, and Japan's ** was once raised to a height that he should not have as many Japanese enterprise products sold around the world.

Later, with the collapse of the Japanese real estate market, it dragged down Japan's manufacturing enterprises, and ** also suffered a long-term slump.

But today, 30 years later, Japan's ** is soaring again, which reflects the continued improvement of its overall economy.

Correspondingly, China, as the world's second largest economy, has a hard time saying how well it performs.

In the 90s of the last century, the original intention of our decision-makers to set up the first market was also to solve the financing difficulties of many enterprises, and then through dividends, all market participants can share the dividends of economic growth.

But now, even the giants of international capital management have retreated to China, the market has become an ATM for a small number of people, many market participants have been harvested, and the gap between the rich and the poor has been further widened, which is the problem of system design.

At a time when most of the world is in turmoil, China, as the economy with the most potential in the global economy, should be able to benefit from global capital, but the feedback from the global asset management giants who have retreated from China has formed a particularly poor impression of China's capital market in their home market.

Warren Buffett's high-profile investment in Japan last year is by no means wanton, it must have gone through a lot of research, the stable economic aspect of Japanese society, and the dividends precipitated by developed societies have given young people another opportunity, and the future is expected to be good.

In the short term, the real estate market is dragging down economic development; In the medium term, the demographic dividend has disappeared, industrial transformation and upgrading are difficult, and foreign high-tech blockade suppresses; In the long run, it is an unknowable crisis after deep aging.

If it is ugly, it is that the real estate market and the loss of control are rapidly widening the gap between the rich and the poor, thus accumulating thunder to the future, thus affecting people's confidence in future expectations. Historically, distribution has always been a question of helping the poor and helping the rich, and society as a whole suffers from inequality rather than a lack of wealth, and if it is handled well, it will usher in a round of growth, and if it is not handled well, the best outcome may still be to fall into the trap of Latin America.

When the vast majority of people in a society are struggling, it is rare to think about the future, and at this time, it is strange that the market can still do it.

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