Lou Jiwei, Miao Wei, Ning Jizhen, Chen Wenhui, Ju Weimin, Li Jiange collectively vocalized ... Looking for certainty!

At present, the world's political and economic order is deeply adjusted, the global industrial chain supply chain is reshaping, the economic slowdown, high inflation, geopolitical risks and other factors are intertwined. The unstable uncertainty in the macro environment has increased, and the global financial market More turbulent and fragile.

With the theme of "looking for uncertainty", the Global Wealth Management Forum 2022 Autumn Summit was held on September 24. Participants contributed insights on topics such as the path of global economic recovery, sustainable development and investment opportunities, and the development prospects of the asset management industry.

Where is the certainty? Where is the new investment opportunity? Lou Jiwei, Miao Wei, Ning Jizhen, Chen Wenhui, Ju Weimin, Li Jiange and so on ...

Lou Jiwei: my country's improvement and utilization level of foreign capital form a huge "gravitational field" for international capital

Lou Jiwei, director of the Global Fortune Management Forum and former Minister of Finance, said that after more than 40 years of reform and opening up, China has deeply integrated into the globalization system. China is one of the main beneficiaries of globalization and the most firm supporter and defender of globalization.

In his opinion, in the face of the trade protectionism and anti -globalization trend of some countries in the short term, China's attitude is very clear, that is: continue to firmly support globalization, unswervingly integrate and promote globalization. The more you face external uncertainty, the more external pressure, the more we must adhere to the reform and opening up.

Lou Jiwei said that in the past ten years, my country has adhered to the principle of opening up and win -win, continuing to promote high levels of opening up, and successively launched a series of major measures to expand openness to achieve remarkable results: first, to promote the high -quality development of trade; the other is to improve Utilize the level of foreign capital; the third is to innovate foreign investment methods.

He said that my country's active expansion of market access, increased the protection of intellectual property rights, continued to improve the business environment, promoted more convenient international trade investment, and formed a huge "gravity field" for international capital.

In recent years, my country's financial industry has continued to accelerate. In the next step, how to further build a new open financial system at high levels in an orderly manner, and promote the high -level and high -quality opening of my country's financial industry at a high level of high -quality?

Lou Jiwei suggested that in terms of strengthening the support of financial institutions, one is to cultivate the market competitiveness of Chinese -funded financial institutions to make it a truly independent market entity; The third is to effectively strengthen the government's service functions of financial institutions.

In terms of strengthening the construction of the financial market system and mechanism, one is that the relevant financial markets such as foreign exchange, securities, and commodity futures should accelerate innovation and provide diversified transaction services and risk hedging tools for the asset management industry; the second is to respect the rules and management of the international financial markets , To accelerate the construction of the financial market openness; third, while expanding the opening of the financial industry, we must strengthen the construction of the international financial center, especially the innovation in the offshore financial market and the construction of the international sector in the shore market; Give play to the government's role in regulatory and regulatory financial markets to prevent systemic risks.

Miao Wei: China will still be the world's most growth potential and development space

Miao Wei, deputy director of the Economic Committee of the CPPCC National Committee, said that China will still be the world's most increasing potential and development space.

Miao Wei believes that China's consumption potential contains huge market space. China has become the second largest consumer market in the world after the United States. At the same time, through the battle of poverty alleviation, all 98.99 million rural poor people have been poverty alleviation under the current standards. This part of people will become an important force to support consumer growth.

The "Fourteenth Five -Year Plan" and the long -view target outline of 2035 will propose a significant expansion of the scale of the middle income group by 2035.

"By 2035, the middle -income people may double from about 400 million to 800 million, and then the domestic demand consumption capacity will be greatly improved." Miao Wei said.

Miao Wei further claims that digital and green transformation will also create new market space.

According to the calculation of China Xintong Institute, the number of digital economy in China in 2021 reached 45.5 trillion yuan, an increase of 16.2%year -on -year. Among them, the scale of digital industrialization is 84 trillion yuan, and the number of industrial digitalization has reached 37.2 trillion yuan.

Miao Wei said that the huge traditional industry will accelerate the pace of digital network intelligence transformation, and create extremely broad market opportunities for domestic and foreign hardware, software, terminals, services and other types of enterprises. At the same time, in the digital era, a little access and global Unicom, decoupled is neither "smart".

He said that in terms of green transformation, China has determined the goal of striving for carbon peaks before 2030, carbon neutrality before 2060, and achieve the "double carbon" goal. In -depth adjustments to the national economy and industry are also a huge market that is difficult to estimate.

"Such a huge market is both an opportunity for China and an opportunity in all countries in the world." Miao Wei said.

Ning Jizhen: Increase policy intensity and implement counter -cyclical adjustment

Ning Jizhen, deputy director of the Economic Committee of the National Committee of the Chinese People's Political Consultative Conference and the original deputy director of the National Development and Reform Commission, said that in the first half of this year, my country's economic generally resumed development trend and maintained the overall stability of the overall economic and social development situation. However, it should also be soberly seen that there are many uncertainty in the development environment at home and abroad. He suggested that five certain measures to hedge the impact of uncertain factors.

The first is to boost development confidence and guide market expectations. The more difficult it is, the more you want to see hope, the critical and organic and the turnaround. Adhering to development is the foundation and key to solve all problems in China. The second is to increase policy strength and implement counter -cyclical adjustment. Further implement a series of policies introduced this year, continue to increase policy efforts, and promote economic operations to return to normal track as soon as possible.

The third is to rely on market entities to enhance development momentum. Enterprises are the main body of economic development. Under a severe and complex situation, the government should implement counter -cycle regulation, and enterprises should also implement inverse cycle investment and operation to give play to the initiative of enterprises and entrepreneurs. In the creation of a good policy and institutional environment, state -owned enterprises dare to work, private enterprises, and foreign companies dare to invest.

The fourth is the field of economic transformation and pioneering growth. In today's era, digital, green, and intelligent waves have swept the world, and new technologies, new industries, new formats, new models, and new energy are booming. This is not only the direction of long -term development, but also the opportunity of the current economic growth. It is an important area for seeking certainty under uncertainty.

Fifth, continuously expand opening and enhance the definition of the system. Stabilize the economic market, restore economic growth, and expand opening to the outside world. In the first half of this year, the effect of foreign demand on development was very obvious. In the next few months, maintaining economic operations in a reasonable range need to be further implemented to further implement foreign trade and foreign capital policies.

Chen Wenhui: It is recommended to further expand the coverage of social insurance coverage appropriately

Chen Wenhui, deputy chairman of the National Social Security Fund Council, said that today, the frequent occurrence of extreme events that disturb the world seem to be an unpredictable "black swan", but the "gray rhino" can be found behind it.

Chen Wenhui believes that many investors have spent strongly to study the "black swan" of God's ghosts. Capital should be more patient and determined to see the active layout of long -term trends in order to obtain excess returns.

He said that there are several development trends with high certainty, which contains certain investment opportunities: sustainable investment has risen with the popularization of sustainable development; digitalization and "dual carbon" will comprehensively transform the social economy to transform the social economy comprehensively. And reshaping; the new consumption view is more concerned about health, personalization and low -carbon, and reshaping the competition pattern of enterprises.

In order to better cope with uncertainty and create a good environment for economic development, Chen Wenhui has three policy suggestions: first, to vigorously encourage innovation; second, weaving social security security network; third, unswervingly promoting marketization and opening up to the outside world Essence

Chen Wenhui suggested to further expand the coverage of social insurance, improve the standards of security appropriately, and provide necessary living security for the whole people in extreme cases; vigorously develop commercial insurance to provide rich risk management tools for enterprises and individuals in need to enhance Copy the ability to cope with uncertainty; encourage organizations or individuals to donate charity donations to help social disadvantaged groups better cope with uncertainty; by building a more complete social security system, effectively enhance the sense of security of the people, in order to be more stable and peaceful mentality Copy uncertainty.

Ju Weimin: Under the new situation of the inflation center, it is expected that alternative assets will continue to be sought after

Ju Weimin, the general manager of CIC, said that at present, the global technology and industrial revolution accelerates, and the global economy is in a critical period of new and old kinetic energy conversion and structural adjustment, breeding new major investment opportunities. The first is the continuous evolution of technological progress and industrial upgrading; the second is that green transformation and sustainable development are in the ascendant; third, regional cooperation provides new platforms for international investment cooperation; fourth, the global industrial chain heavy structure has spawned new opportunities.

Ju Weimin believes that only if wealth management embraces the great change and adjustment of global economic and financial, can we effectively respond to challenges and seize opportunities and find certainty in uncertainty. He suggested that one is to adhere to the concept of long -term investment; the other is to optimize the asset allocation structure; the third is to seize the theme investment opportunities of emerging fields; the fourth is to actively pay attention to sustainable investment.

"Faced with the new investment environment, the return of public market assets such as traditional stock bonds has declined, and alternative assets, mainly private equity and physical assets, are getting more and more attention." Ju Weimin said that under the new situation of the inflation center rise It is expected that alternative assets will continue to be sought after.

He also said that since this year, under the situation of high inflation and tightening monetary policy, growth asset valuation has been under greater pressure. However, with the continuous deepening of industrial upgrading and structural adjustment, the relevant industry theme investment prospects are good. In the fields of technology, medical care, new materials, new infrastructure, companies with good growth still have long -term investment value.

Li Jiange: The ability to improve the green development of financial services to increase development of green finance to a strategic height

Li Jiange, the Director -General of the Organizing Committee of the Global Wealth Management Forum and the chairman of the Sun Yefang Economic Science Foundation, said that in the fourth quarter of this year, the risk of economic downturn is still the focus of attention from countries, but now judging whether the global economy will have a large scale next year premature. In the long run, fluctuations and twists and turns are inevitable, and peace, stability, tolerance and development are still the eternal theme of human beings.

In Li Jiange's view, expanding and opening up is a strong driving force for the marketization, rule of law, and internationalization of China's financial markets, and a key move to further enhance China's financial market to serve the real economy capabilities of the real economy. Economic globalization will be twisted, but it will not be reversed. It is necessary to unswervingly promote trade and investment liberalization in openness.

Li Jiange believes that the implementation of globalization and improving global governance can solve global problems.The sustainable development and green low -carbon transformation are imminent. It is necessary to coordinate with countries and work with the corporate community to jointly promote the global economic green transformation and sustainable development.China's financial industry should increase the level of risk pricing, improve the ability of financial services to develop green development, increase the development of green finance to a strategic height, drive social investment and financing to the green low -carbon field, and contribute to the achievement of carbon peaks, carbon neutrality and goals.Responsible editor: Wang Shidan | Audit: Li Zhen | Director: Wan Junwei

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