Talking about the property market that everyone is concerned about, there may be three problems in the property market, first of all, the most important is the confidence of buyers, because people are used to buying things up and not down, if this trend exists, then everyone will not dare to reach out to buy.
So from the following three aspects:
First, as home buyers, what data do we see right now? The sales of second-hand houses are more popular than first-hand houses, why?
Because buying a first-hand house is a new house, and there are off-plan houses, everyone is worried about the unfinished, so it is still a very important task to ensure the delivery of the building this year.
Second, from the perspective of supply, private real estate enterprises have no funds, if there is a problem, who will do the development of real estate in the future? So why is real estate investment so important?
Everyone knows that the real estate growth in the United States in 2022 is negative, but the American economy is still growing, its real estate is showing negative growth, but its economy is still growing, why? Because it only accounts for 4% of GDP, that is, real estate accounts for only 4% of the total economy, and China's real estate accounts for how much, how much of the total GDP?
Accounting for 25% is a quarter, so its plate is very large, if there is a cliff-like **, who will fill this hole? So this point must be taken seriously.
Third, from the perspective of investment, there are two aspects that can promote real estate investment, one is the transformation of urban and rural areas, and the other is affordable housing. These two parts of the money were allocated by the Z government, and the problem of funding for this money was solved, but there were two uncertainties:
Clause. 1. How large is the scale of the renovation of urban villages and affordable housing, and how long is the construction period of urban villages? So to sum up, the most important thing is what is the strength of the delivery of the building, and whether we can do it.
Second, in the details of urban villages and affordable housing, there is no money in the upper class where the money is taken, so it is very important to stabilize the confidence of real estate now.
Let's talk about **, everyone has paid special attention to it recently, in fact, from a fundamental point of view, we are now unable to fall, so from the perspective of valuation, all the company's ** is now very cheap, but from a fundamental point of view, the stabilization of the H view of the economy is not reflected in the micro profitability of the enterprise.
The company is not making money, and most companies are lowering their earnings forecasts, so what do you think about 2024 and this year? We say that at this point is still relatively optimistic, there are still many valuable companies in the market, if the company's earnings will be improved this year, it will also have the support of successive fiscal policies, which is a support.
So how should ordinary people face 2024?
I have the following four suggestions:
First, investment and financial management must be cautious, second, buying a house is just needed to buy, if it is an investment house should be cautious, third, investors who have not entered the ** can wait, don't rush to go**, fourth, buy **you can buy bonds**, the probability can outperform inflation.
All in all, everyone should be calm about the economy in 2024 and take care of their money bags.
Pay attention to it, and don't get lost ...... investment