EPISODE · Oct 30, 2023 · 1H 26M
第九十六期：中國家庭資產保衛戰
from 智本社 · host 清和
基於對未來中國經濟常規增長、底層邏輯以及貨幣財政政策的判斷，中國將告別資產盛宴時代，房地產價格下跌，存款利率下降，股票延續低迷，人民幣貶值，家庭資產面臨保值增值挑戰。未來家庭資產配置需規避宏觀、匯率、利率、債務、減值、代際六大風險。
What this episode covers
基於對未來中國經濟常規增長、底層邏輯以及貨幣財政政策的判斷，中國將告別資產盛宴時代，房地產價格下跌，存款利率下降，股票延續低迷，人民幣貶值，家庭資產面臨保值增值挑戰。未來家庭資產配置需規避宏觀、匯率、利率、債務、減值、代際六大風險。
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第九十六期：中國家庭資產保衛戰
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How long is this episode of 智本社?
This episode is 1 hour and 26 minutes long.
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This episode was published on October 30, 2023.
What is this episode about?
基於對未來中國經濟常規增長、底層邏輯以及貨幣財政政策的判斷，中國將告別資產盛宴時代，房地產價格下跌，存款利率下降，股票延續低迷，人民幣貶值，家庭資產面臨保值增值挑戰。未來家庭資產配置需規避宏觀、匯率、利率、債務、減值、代際六大風險。
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