In 2006, I interned at a hedge fund in New York, serving coffee to traders. Later, because of the wrong posture of serving coffee, I often soiled the plate, and even this job was lost. Instead, I organized the World Gold Mining Yearbook—that is, input the contents of dozens of big books into Excel.
This job is very boring and the technical Buy email list content is very low, but for the first time I learned that there are so many countries in the world, and these countries actually have population and industries.
Every Monday lunchtime, the foundation holds internal training activities, mainly fund managers come out to chat with everyone and answer all kinds of questions.
One day, it was the head of an emerging market fund who came out to chat. He was an American, but he was not as ignorant as the average American. He had been to many countries, including China, India, Brazil, and South Africa. After talking about a lot of international travel and research experiences, he paused and said seriously:
"China's economic development in the past ten years is impressive. Many people ask me where the next China will be. If you have been to inland China and understand China's regional gaps and urban-rural gaps, you should admit it - next A China is still China. The 'China' as we know it now is actually only a small part of China. If the whole of China could develop, it would be many, many 'China's of such magnitude and duration It will far exceed your expectations."
Since then, until 2021, the fund manager's words have been fulfilled, with Chinese companies occupying an increasing proportion and importance in the international division of labor. After 2021, the situation may have changed, and no one knows what will happen next. However, in these rapidly changing times, it is remarkable that a prophecy can last for fifteen years.