Investment index: ★★★★★★★

Job search index: ★★★★

Mr. Liang, who has always been in high spirits, has been depressed recently. He just quit his job in a well-known advertising company in Beijing and wants to go back to his hometown of Guangzhou to make a big impact. But the weather is unpredictable. The whirlwind of freezing recruitment set off by media giant WPP Group has spread to the whole industry. During an interview with an advertising company in Guangzhou, the company director kindly suggested to Mr. Liang that if the environment is not good, he might as well report to class first to improve his English.

There are not a few people who have the same experience as Mr. Liang. According to the Wall Street Journal, the American economy has slowed down, but there has been a "back-to-school tide". Some people who are considering enrolling are victims of layoffs in the financial industry, while others feel that their jobs are about to be lost. And some MBA applicants who currently have stable jobs also think that it is a good choice to get a postgraduate diploma during this period, which can pave the way for future promotion and job hopping. Xiong Yin, director of Giant Education, said in an interview that although there is no sign of a surge in the demand for vocational training, the education industry has always been an industry with strong anti-risk ability in the eyes of investors, and it will perform well even during the economic downturn.

Recently, the audited financial report released by New Oriental at the end of the first quarter of fiscal year 2009 showed that the net profit in the first quarter of fiscal year was $44.9 million, an increase of 38. 1% over the same period of last year. The investment industry "shows good" to the training industry with real money. At the end of last year, Excellent Education, the largest local extracurricular tutoring institution in Guangzhou, received $8 million in venture capital from Shenzhen Daxin Investment Company. Xueda Education received the first round of financing led by CDH Venture Capital, with a financing amount of nearly $20 million.

Comments: After the financial tsunami, education and training will still be a growing industry. Especially in the context of industrial upgrading, the demand for skilled workers with professional skills is still increasing. The so-called manufacturing upgrading, in addition to technology research and development and industrial chain upgrading, is also very important to improve the quality of workers. (Bian Huaduo)

2 Foreign currency depreciation of study abroad institutions gives birth to good opportunities for studying abroad

Investment index: ★★★★

Job search index: ★★

"The consultation on studying in the United States, Europe, Southeast Asia and Australia has been very hot, but now many customers are talking about the exchange rate issue." Ling Ziru, a senior Australian consultant of Kai Tak study abroad institution, introduced to the reporter.

10 year 10 On 7 October, the Australian central bank lowered the benchmark interest rate of the Australian dollar from 7% to 6%, which led to a sharp drop in the exchange rate of the Australian dollar. At present, the exchange rate of Australian dollar against RMB has dropped from the top level of 6.8-6.9 to the range of 4. 1-4.2. The exchange rate of Canadian dollar against RMB used to be about 1: 7, but now it is about 1: 5. "A drop of nearly 40% is enough to attract more students to study in Australia," Ling said.

At present, affected by the sharp depreciation of the Australian dollar, two groups of people are becoming the main force to study in Australia. The first category is senior three students. "In the past, when the Australian dollar was very expensive, some parents would consider letting their children finish high school in China before going to Australia. Now that the Australian dollar has depreciated so much, in order to let children adapt to Australian life as soon as possible, they will send their children to study in Australia in advance. " Ling Zi said.

Another group of beneficiaries are white-collar workers who want to learn languages or study in Australia. Ling said that at present, the 570-language visa to Australia has shown signs of relaxation. For white-collar workers who want to study in a bad economic environment, they can apply directly to the language center of Australian universities without applying for IELTS. According to Luo Yuhua, manager of the Asia-Europe Department, in the downturn of the economic environment, many customers who previously chose countries with higher fees turned to France, Singapore, South Korea and other countries with lower deposit requirements and looser application conditions. According to Lianhe Zaobao, the financial turmoil swept across Europe and America, and universities there turned their enrollment targets to China.

In terms of investment market, since the listing of New Oriental, the education sector that investors pay attention to has been extended to study abroad agents. According to industry sources, as early as last year, many venture capitalists and private investors were interested in such service organizations, and many leading service organizations for studying abroad had contacted PE and VC.

Comments: Studying abroad is more convenient and faster than before, so the prospect of this industry should be said to be good. But after all, it is a small industry, which emphasizes professionalism and service quality, and has little economic benefit for investors. In the context of the financial crisis, the industry should be able to perform well and remain unaffected. (Bian Huaduo)

3 human resources prospective job seekers surge

Investment index: ★★★★

Job search index: ★★★★

In the United States, the phones of many companies have been ringing recently, because a large number of people who lost their jobs due to Lehman crisis are looking for new ways out. In China, if you are unfortunately included in the layoff list, in addition to receiving re-education and training, the pressure of livelihood may make you refreshed and start working again. It has become the choice of job seekers to submit resumes on recruitment websites.

According to Wu Fan, an expert on recruitment of human resources in Zhaopin, during the financial crisis, online recruitment found some changes in job seekers and employers in the talent market. In Wu Shuo, the crisis has increased the number of "job seekers" and "prospective job seekers" (referring to those who are "prepared for a rainy day") in the talent market. Because the crisis has hit the confidence of professionals, it is estimated that the proportion of "prospective job seekers" who used to be less will be greatly improved. Because of their existing jobs, these prospective job seekers usually use online job hunting to "prepare for a rainy day", while those real job seekers tend to apply online, on the one hand, because the cost of job hunting is very low, on the other hand, the effect and efficiency of job hunting through other job hunting means (such as on-site job fairs, newspapers, etc.) will be relatively low.

In terms of employers, HR of enterprises can only "spend money on the cutting edge", and online recruitment is the lowest cost way among all kinds of recruitment methods at present.

In the investment market, Zhilian and Yingcai.com continued to win the favor of venture capital last month and completed a new round of financing.

Comments: To be a comprehensive recruitment website, only the top 2-3 can survive. First, technology burns a lot of money, and second, for job seekers, it is generally a multi-channel job search. At present, the information processing speed of online recruitment websites is still not ideal; For recruiters, how to prevent false resumes is also a problem. In addition, regional and industrial recruitment websites have also brought a lot of impact and pressure. (Bian Huaduo)

The more depressed the economy hotel is, the more it expands.

Investment index: ★★★★

Job search index: ★★★★★

Li jianxin's point of view is that under the background of the financial tsunami, all services to reduce the operating costs of enterprises are particularly favored by investors. Taking budget hotels as an example, the most intuitive reason may be the reduction of business people's travel expenses, which leads to the demand for clean and fast budget hotels. In the context of the recent economic slowdown at home and abroad and the global financial capital panic caused by the financial turmoil, the 7-day hotel chain has once again won the favor of international capital and won the joint investment of Win-Win Investment and Huaping Fund of US$ 65 million.

Wu Haibing, chief financial officer of 7-day hotel chain, said that at present, budget hotels can find better houses at lower rental prices, which has become a favorable factor in the downturn.

In Wu Shuo, although there is still no obvious upward trend in the demand for budget hotels, "the situation is only slightly better." Wu analyzed that the performance of budget hotels in the economic downturn depends on the game of two factors: the impact of the decline in corporate travel frequency and expenditure, and the attractiveness of the concept of budget hotels to customers. The game results of this unit need to pay special attention to business travelers whose accommodation budget is around 400 yuan. Judging from the current operating conditions, the hotel occupancy rate during the National Day Golden Week and Canton Fair is almost the same as last year's level, with no obvious signs of increase or decrease.

"The current expansion will be more cautious." Wu also said that in the current economic environment, the expansion of budget hotels is still cautious and will not be as fast as before. "But this period of time should also be a good time to cultivate internal strength and improve internal system management!"

Comments: I believe that the vacancy rate of budget hotels will be reduced to some extent in the near future, but the industry has grown and expanded too fast in recent years, which can be said to have reached the bottleneck period of adjustment. (Chen Sigen)

5 E-commerce Internet industry investment hotspots

Investment index: ★★★★★★★

Job search index: ★★★★★

Online shopping has become a way of life for young white-collar workers. In the face of economic recession, people who become cautious in consumption are more keen on shopping around and become picky. In the downturn, as consumers, online shopping is becoming a trend and may become the mainstream form of consumption.

Taobao data shows that Guangdong, Shanghai, Beijing, Zhejiang, Jiangsu and other places have a large market share in online shopping. Judging from the development trend of the online shopping market in the first half of the year, the online shopping transaction volume in the secondary and tertiary markets has grown rapidly, showing strong development potential.

In addition, the export trade has further shrunk, and the e-commerce platform has also followed the trend, turning its attention from export sales to domestic sales, helping small and medium-sized enterprises to explore the domestic demand market with lower cost and higher efficiency. "Stimulating domestic demand is not only the need of national strategy, but also contains huge business opportunities." Lu, manager of Taobao.com Public Relations Department, said. Earlier, Taobao announced in Beijing that its parent company Alibaba would invest 5 billion yuan in Taobao in the next five years to stimulate the domestic demand market.

Can online shopping detonate the domestic demand market? According to the data of iResearch, there is a huge incremental space in the domestic online retail market. This year, the scale of online shopping transactions in China will achieve a rapid growth of 125. 1%, reaching126.3 billion yuan, and it is estimated that it will reach 569 billion yuan in 201/year. Under the cultivation of e-commerce websites, there are 65.438+0.2 billion online shoppers in China.

Such a huge e-commerce market also attracts capital. According to ChinaVenture's Research Report on China Venture Capital Market in the Third Quarter of 2008, in the third quarter of 2008, e-commerce became a hot investment spot in the Internet industry. Among the 20 investment cases in the Internet industry, 5 are e-commerce, accounting for 25.0% of the investment cases in the Internet industry; The investment amount is US$ 6,265,438 +0.6 million, accounting for 23.3% of the investment amount in the Internet industry (see Annex for details).

Comments: In the IT industry, e-commerce has always been the favored object of capital. Even in the context of the financial crisis, high-speed growth can still be expected. (Bian Huaduo)

6. Does the domestic demand in the psychological counseling industry stimulate the prospects?

Investment index: ★☆.

Job search index: ★

What if I lose my job one day?

When can the money in the stock market be recovered?

God, I don't think I can afford the mortgage.

Mr. Wang, who works in a foreign trade company in Baiyun District, Guangzhou, has been particularly anxious recently. Since this round of financial crisis, the export trade business he is responsible for has been greatly hindered, and he has insomnia every night. With the help of his family, Mr. Wang, who is getting thinner, has to ask for help from a psychological counseling agency.

According to the five psychological counseling institutions contacted by the reporter, the number of psychological counseling clinics and institutional clinics in Guangzhou, Shenzhen and Dongguan is more than usual, and the average number of people has increased by 10%. "People who are not directly related to the financial crisis are mostly indirectly affected, accounting for about 15% of the total number of outpatients, and the number has increased by about 10% compared with before," said Dr. Zhang, a psychologist at Guangzhou Vivian Psychological Counseling Institute.

Although they are not happy for these psychologists, they have to admit that the prospect of psychological counseling market is very broad. Take Guangdong as an example. If half of the 654.38+100,000 mental patients go to psychological counseling, and the fee is 654.38+000 yuan each time, once every three months and four times a year, then the total turnover will be 200 million.

In the United States, psychological counselors belong to the upper-middle class, with high income, while in China, the benefits of psychological counseling will also be guaranteed. "There are not many people who can enter psychological counseling institutions at present." Liu Yubin said that at present, psychological counselors mainly serve two types of people. One is a completely normal person who pays attention to the quality of life. When they feel uncomfortable when they encounter difficulties, they will take the initiative to contact the doctor; Second, people with serious psychological barriers have to consult because their lives are seriously disturbed. "With the development of economy and the renewal of ideas, psychological counseling will surely penetrate into every corner of work, study and life."

In addition, many large enterprises now bring psychological counseling into the scope of enterprise management, which also means that the psychological counseling industry has more room for development in the future.

Comments: It is difficult for psychological counseling industry to become a big industry type. The characteristics of the one-to-one service industry, in addition to the scarcity of consultants in China, it is difficult to quickly amplify the economic effects brought by this industry, which will lead investors to enter this industry on a large scale to share growth. Personally, I think the psychological counseling industry is more suitable for the development of public welfare undertakings.

The health care industry is supported by rigid demand.

Investment index: ★★★★★☆.

Job search index: ★★★★★

Ms. Li, the middle-level leader of a hotel chain in Hong Kong, is a filial daughter in the eyes of her parents. Her mother is almost 60 years old this year and suffers from heart disease all the year round. In the past two years, she has been recuperating by eating health care drugs imported from the United States. Ms. Li brings this expensive medicine from Hong Kong every month, and the monthly cost is about 3,000 yuan. Recently, affected by the financial crisis, Ms. Li's income in Hong Kong has been lowered by one level, and the exchange rate between Hong Kong dollar and RMB has continued to bottom out, resulting in a lot of income reduction. "How can this, doctor, the treatment must be treated. I will not give up health care services. "

It seems that the health care industry has not been greatly affected by the financial crisis, but has gone against the market. Zhu Changhao, executive vice president of China Pharmaceutical (600056) Business Association, said that due to the particularity of the health care industry, the impact was relatively small, and the actual response was a little late, or even not at all. Generally speaking, the rigid demand ability of this industry is quite good.

He also said that before and after the 1997 Asian financial crisis, there were not many industries that could survive, and the health care industry was one of them.

Zhang Yin, an investment analyst in the healthcare industry of BOC International, also expressed the same view. "China itself has not been greatly affected by the financial crisis. The processing of finished drugs, food and feed in foreign markets has been greatly affected and transmitted to the pharmaceutical industry in China, but only in the export of raw materials. "

Zhang Yin said that the recent new medical reform policy is also good for the whole industry. In the future, the state will increase investment in the medical industry, and local governments will also provide part of the fiscal revenue. Coupled with the improvement of this industry, the increasingly sound medical service and medical care system will cover the rural grassroots, and the huge market potential will attract all kinds of capital attempts.

This month 17, Yintuo Asia Co., Ltd., a subsidiary of Swedish InvestorAB, the largest industrial holding company in Northern Europe, invested more than 80 million US dollars in Hunan Laobaixing Pharmaceutical Chain Co., Ltd.; 2 1, Sanofi-Aventis, the world's leading multinational pharmaceutical group, announced that it would expand its R&D organization and scale in China. When major investment institutions and enterprises were submerged by the financial crisis, the health care market, which was not affected by the economic cycle, stood out.

Comments: The country's policy towards the medical industry is gradually opening up, and all kinds of capital are pouring in. It should be said that the prospect of the medical industry is an industry that investors have always been optimistic about. During the economic downturn, venture capital tends to be conservative, and services such as medical education have become one of the few good choices. However, it is worth distinguishing that the health care industry has overdrawn consumer credit, and the current situation is chaotic, which is not optimistic by investors. On the contrary, pharmaceutical sales chains and other industries are generally optimistic.