By the end of September, since the A-share market kicked off its uptrend, many private fund managers have been "tight-lipped."

Due to the "sudden" nature of this exponential market trend, many seasoned investors have even been "too late" to react.

Lin Yuan, who manages tens of billions of assets, has bravely stepped forward.

This private fund leader with a "big V" style, has spoken out three times in just half a month, full of confidence in the bull market expectations.

On the afternoon of October 14th, Lin Yuan participated in an online exchange again, offering many insightful views:

For example:

1. The bull market cannot trap people; many people are now shouting "escape," how could it be the peak.

2. The stock market will fall when it rises too much, and it will rise when it falls too much. This is the unchanging law of the stock market, a situation that will occur regardless of bear or bull markets.

3. I know where my money comes from, (the key is) to understand the current position, whether the price of the assets purchased is high or low.

4. The current (index) position is very cheap. I do not believe that (investors) entering the market at 3000 points is a high point.Capital Deep Dive has organized the key points of the speech as follows for the readers' enjoyment.

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3000 points is not a high point

He personally has a very optimistic view of the current Chinese A-share market, and the current (index) position is very cheap. I don't think that investors entering the market at 3000 points is a high point.

He also mentioned, "The stock market is like this, rising and falling, and it is very important and normal to have a calm attitude."

He also said, "It doesn't matter if you are trapped, this is my own feeling... (If) trapped, I think it is a gold necklace. (Whether trapped or not) is a question of your way of thinking, and we are resolutely optimistic about the future market."

The stock market falls when it rises too muchLin Yuan once again emphasized: The stock market rises too much and it will fall, this is the unchanging law of the stock market, and the stock markets of any country are like this. There is no need to analyze this (value), if more people buy, the market will rise, and after a while, if more people sell, it will fall, regardless of bear or bull markets, this kind of situation will occur.

"I am a person with bullish thinking, I believe that now is definitely conservative... One day you will verify what I said."

Bull market does not speak the top

"Bull market cannot trap people!" Lin Yuan summarized.

We do not have the ability to choose the timing. The price of the assets you buy can be known, whether it is cheap or expensive, but whether it will rise today and fall tomorrow, I do not know this trend. I also firmly believe that no one in this world knows.

I judge that the current period is the early stage of the A-share bull market, and this time still belongs to the bottom area. It is still early for the market to see the top. The characteristic of seeing the top is that more than 80% or even more than 90% of the stock investors have made money.

The market has always been circulating the principle of "bull market does not speak the top", the bull market cannot trap people, that is what a bull market is, how can it be called a bull market if many people are still running away now?High Position Operation

Lin Yuan revealed that his products are operating at a high position level.

"Our investment method is not achieved by controlling positions. I know where my money comes from. We just need to know at this position whether the price of the assets we have bought is high or low."

I believe that many industries are currently undervalued. Our portfolio includes cheap assets that can sustain profits and growth assets, mainly concentrated in the elderly care industry. We believe that the aging population has just begun, and the market space in the future is infinitely large, so we mainly focus on this theme for position allocation.

I understand that growth opportunities are within the track. In the industry, we only look at aging, and this industry will be an eternal opportunity for the next 40 years or even longer.

Many industries have opportunities.

Lin Yuan said that they did not actively participate in securities stocks."In the short term, actually many industries have opportunities. We mainly consider the U.S. interest rates, which are now at around five percent, and I believe this level is abnormal. Eventually, it will drop to a level around zero point several.

We need value investing, which must be the value of leading assets, including companies that can pay dividends in reality, long-term stable public utility companies, and the weighted stocks bought by the 'national team.' This investment portfolio needs to be resilient and not fear a decline."

Unimaginable Bull Market?

Lin Yuan believes that the deep-seated issues in the stock market have been resolved. For decades, the focus has been on financing without emphasizing returns. The current policy emphasizes returns.

"I believe that if there is a bull market this time, it must be a long bull market that we cannot imagine now," Lin Yuan concluded.