1 - The market is clearly trending toward a cooldown — and this is not a bad thing. Whether what follows is volatility or something else entirely, it gives smart people a wider window to clear their thinking and get their bearings.
2 - In a sense, our investment landscape is finally beginning to mature, step by step. Behind this shift is the investor community itself, gradually becoming more rational and grounded.
And behind that statement lies a strong likelihood that the future will come to resemble the US stock market — where the strong grow stronger, pulling decisively ahead of ordinary companies and creating an enormous divide between them.
3 - Giants — especially giants with high dividends — are excellent choices.
From a purely business perspective, companies that have become giants today have already weathered countless commercial battles and tests. They have firmly established themselves within their industries.
Unless an entire sector gets disrupted, as long as they don’t self-destruct, these companies will endure for a long time to come.
4 - Let me say it again: I, Master Chi, do not believe today’s market is an era for speculation. Perhaps some people can make very good returns through speculation.
But personally, I choose investment.
Invest in China. Invest in the future. Invest in industry giants.
There is no complicated reason for this — it is purely: I believe that as time passes, truly good companies will remain stable, stay grounded, and grow more refined and professional, step by step.
Holding an extremely small share of these companies also means there is a company out there making money for me.
When I think of it that way, it feels very solid.
Of course, the prerequisite is choosing the right companies — that is the key.