Why does Li Zekai hate Li Ka-shing?

Li Ka-shing Li Zekai and his father, shorting mainland assets, must have seen through something. The mainland real estate market is definitely risky. Just as Buffett sold PetroChina above 13 yuan, he is as wise! ! ! Although it is not sold at the highest point, it is the basic quality of economic bosses to make a decisive move when they see the trend turning! Property will not fall much, nor will it rise much. For businessmen, the return on investment in real estate will not be too great. The most important thing in Li Ka-shing is the return on investment. The investment space of real estate in the future is limited, but where will the land be fiddled with? Real estate developers with large state-owned enterprises are speculating, and they have a hard time with small fish and shrimp. You know, can't you understand them? People are fishing in troubled waters, otherwise who will buy the buildings in America! Smart businessmen have never been optimistic about the mainland real estate market. Take poetry as evidence, "the clouds are sinking at first, and the rain is coming."

Why Li Ka-shing wants to sell China assets;

20 13-09-0 1 Li Ka-shing Li Ka-shing, Asia's richest man in Guangzhou Xicheng Duhui Plaza, recently sold off mainland assets continuously.

Recently, it was announced that China Baijia Supermarket would be sold. Later, it was reported that it planned to sell the commercial building in Lujiazui, Shanghai. Today, it was announced again that 50% shares (about 2.578 billion yuan) of Guangzhou Xicheng Duhui Plaza held by Hutchison Whampoa and Cheung Kong Industries will be sold.

Some analysts believe that this is related to the economic downturn in China and the bursting of the real estate bubble sooner or later.

Li Ka-shing and his son set a record of more than 20 billion yuan in the mainland 1 year.

In recent years, Li Ka-shing and his son have successively sold valuable properties in the Mainland. After the sale of Beijing Yingke Center, Ying Da basically has no business in the Mainland, except the naming rights and signboards of the property. The transaction is expected to be completed around August 28th, and Ying Da is expected to make a pre-tax profit of 2.646 billion yuan. The two fathers and sons sold properties in the Mainland, accumulating more than 20 billion yuan in just one year.

Li Ka-shing 20 13 sells mainland real estate.

At the end of August, 2065438+03, Hutchison Whampoa and Changjiang Industry sold projects such as Duhui Plaza in Guangzhou Xicheng for 2.6 billion yuan.

201310/8 Hutchison Whampoa and Cheung Kong Industrial sold Shanghai Lujiazui Oriental Convergence Center for about 7 billion yuan.

20 13 12 3 1 cheung kong industrial ARA fund sold Nanjing international financial center building for about 3 billion yuan.

Old boys has a good sense of smell, and his hands and eyes reach into the sky ~ According to Southern Metropolis Daily, Duhui Square in Guangzhou Xicheng is a large comprehensive shopping mall, covering an area of about 7 1 000 square meters, with a total construction area of 88,000 square meters and four floors. However, Xicheng Duhui, which opened at the end of last year, has been in operation for more than half a year. In addition to connecting the first and second floors of the subway, many pavements on the second and third floors are still empty. The target property for sale this time also includes all parking lots and elderly activity centers on the ground floor of Duhui Plaza in Xicheng.

Recently, Li Ka-shing has continuously sold off mainland assets, and has frequently invested in the European market in recent years. Two months ago, Hutchison Whampoa spent 1 1 billion dollars to acquire Telefó nica's subsidiary in Ireland. Data show that in the past three years, Li Ka-shing has allocated more than HK$ 654.38+06 billion to purchase assets overseas, mostly in Europe and Canada.

China Economic and Trade Research Association believes that China's economic recession is one of the reasons for Li Ka-shing's overseas investment. The economic growth rate of 40 high-income countries in Britain and America is generally 2%, which is very high. China's current rate is 7%, which is also the highest stage among China countries. If you are an investor, it is normal to make moves at the highest stage. If we consider the danger of economic downturn, it will always be much higher than selling after the downturn.

Another reason for Li Ka-shing's investment center to move westward is that RMB is not recognized internationally. International currencies such as the US dollar and euro are not compatible with RMB. The market share of RMB in the world is very low. At present, RMB only accounts for 0.8%, less than 1%, while USD exceeds 63% and Euro accounts for about 26%. Therefore, it is definitely slim to run international affairs with RMB. Moving to Europe, Canada or the United States is the general trend.

Li Ka-shing's investment in Hong Kong is profitable under the legal conditions in Hong Kong, but its investment in Shanghai and Chinese mainland depends entirely on preferential policies. For example, Li Ka-shing can't compete with Zhou Zhengyi, the former richest man in Shanghai, for the "East Eight Blocks" located in the northeast of Jing 'an District in Shanghai. The top businessman has the highest sense of political and economic smell. Old boys should have predicted the future political and economic trend of China: the avalanche of China real estate bubble is coming.