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The difference between cold and warm economy: What are the differences among migrant workers, analysts and fund managers?
Differences in economic warmth and coldness: What are the differences among migrant workers, analysts and fund managers?

1. For migrant workers, they may perceive economic changes mainly based on their employment and income. A simple portrait of this group of people is: a large number of people, with a low income level, accounting for nearly 80% of the people over 30. The employment distribution is mainly in manufacturing, construction, wholesale and retail, transportation, warehousing and postal services, accommodation and catering, residents' service and repair, and other service industries.

Second, for fund managers, the performance of listed companies may be the main way to perceive economic changes. A simple portrait of the main body of listed companies is that the number is small, the single-family revenue is high, and the total revenue accounts for a low proportion of the economy.

Third, for macro-analysts, it may be mainly based on macro data to perceive the economy, that is, to pay more attention to the overall situation of the country. For example, pay more attention to the consumption tendency of national residents and the overall revenue of the industry.

Core view

Different people have different ways to perceive the cold and warm economy, and there are great differences in some special years. We choose three representative people, migrant workers (migrant workers), fund managers and macro analysts, to observe their perception of the economy and their current feelings about the economy. For migrant workers (migrant workers), they may mainly rely on their own employment and income to perceive the economic changes. This year's feeling may be that employment opportunities have increased (warmed up).

For fund managers, the performance of listed companies may be the main way to perceive economic changes, and this year's feeling may be a year of great pressure on the performance of listed companies (cold). For macro analysts, it may be mainly to perceive the economy with macro data, that is, to pay more attention to the overall situation of the country. This year's feeling may be a year of weak recovery (middle).