In December 2022, Phoenix North America Chinese Channel interviewed Mr. Ning Liu, the founder and chief investment officer of Richline Capital, where he discussed the global economic environment and shared insights on future investment strategies. With over 20 years of experience in global stock market investment, Mr. Liu provided an in-depth analysis of the post-pandemic economy.
He noted that the quantitative easing policies implemented during the pandemic led to a rapid increase in asset prices, but subsequent inflation and rising interest rates have put pressure on both real estate and stock markets. According to Mr. Liu, the key to navigating the current economic environment is investing in companies that can withstand inflation and have pricing power.
Mr. Liu emphasized that while quantitative easing helped ease the economic crisis, it also worsened inflation and widened the gap between the rich and poor. To protect against inflation, he suggested that the middle class consider purchasing investment properties and stocks as hedges.
Addressing international issues, Mr. Liu mentioned the negative impact of the Russia-Ukraine war and strained U.S.-China relations on the Hong Kong and Chinese stock markets. However, he maintained that despite these uncertainties, the long-term trajectory of the global economy remains positive. He expressed a preference for investing in the U.S. and Canadian markets due to their stable political and economic environments, and strong risk-averse properties.
On asset allocation, Mr. Liu advised a balanced approach, combining fixed assets like real estate with liquid assets such as stocks and funds. During periods of economic uncertainty, this strategy can help investors navigate crises more effectively.

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