163 Sequel: The central bank's "three cuts" are a carefully prepared conspiracy. Before the fleeing foreign capital has time to enter the market, it is asked whether the outflow of US dollars after the rate cut will come to take over❓
5⃣️ Let's sort out how smart this wave is
Why did the mainland directly announce the "three cuts" less than a week after the Fed just cut interest rates? This shows that the plan has been prepared for a long time, not temporarily, waiting for the signal gun for the Fed's rate cut to start the outflow of US dollars.
The Fed's rate cut does not mean that US dollars will flow out immediately, but will flow out slowly in the next six months. Think carefully about which places in the world are suitable for future investment in outflowing US dollars:
Africa: too poor and the pool is too small to handle the outflow of US dollars;
South America: it only costs a few US dollars to buy mines;
Europe: The situation is similar to that of the United States;
Middle East: they are rich and have to find investment targets
The answer is in Asia: China, the 10 ASEAN countries, India, etc. are all good places.
Among them, the mainland will bear the brunt of the outflow of US dollars after the Fed's rate cut;
The inflow of US dollars into the mainland stock market will bear the brunt; then the question is, if there is no big move by the central bank this time, the US dollar will come in at 2700 points in the A-share market, just like seeing cabbage, so buy buy buy, copy high so that A-share retail investors can take over;
The central bank's approach this time is extremely smart. I will call for high prices first, let mainland investors get on the bus first, and wait for your US capital to take over. Those who come early will still have soup, and those who come late will take over and stand guard.
Think about it, the Federal Reserve cut interest rates on the 19th and announced three cuts on the 24th; such a big thing must be agreed by the vice premier in charge of the economy, the prime minister, and the prime minister. So how can 6 days be enough?
The A-share market, which has been scolded for 2 years, can bear not to launch counter-cyclical operations, just waiting for the Fed to cut interest rates and launch a package of measures
In the past, we always ridiculed the central bank for those who don't understand finance, but we didn't know that there are really financial experts in charge!
PS: Finally, I will boldly make a blind guess and predict a few things:
1. The RMB will rise above 6.5 in the near future
2. A shares will stand at 3,600 in the near future
3. Domestic interest rates will be lowered to below 2%
4. Real estate will stabilize, but will not rise sharply
