The Son of Finance of the Great Age

Chapter 313: Surround Wei and save Zhao?

  Chapter 313 Surround Wei and save Zhao?

"what?"

  After hearing Zhong Shi's words, Ma Jiarui turned pale with fright and sweated profusely. If he hadn't supported the desk, he would have almost sat down on the ground.

   "It's not over yet? Do you know how much shock their attack on the Hong Kong dollar has brought to Hong Kong's financial market this time? If they do this a few more times, the whole of Hong Kong may collapse!" Ma Jiarui said with a bitter face and dejectedly.

  Although what happened in the capital market basically cannot pose any threat to the livelihood of the employees of Tianyu Fund, but around them, there are many people who have been affected to varying degrees due to the crazy decline of the stock market. Among other things, let's just say that the market price per square foot of the second house that Ma Jiarui is currently supplying has dropped by 20%, which has recently made him consider whether to continue to supply this house.

  Contrary to Ma Jiarui, Ren Ruowei just shrugged his shoulders slightly after hearing Zhong Shi's words, looking very disapproving, and there was a hint of excitement in his eyes. Obviously, he is very interested in this kind of skyrocketing market, because uncertainty means opportunities for profit.

  Compared with Ma Jiarui's performance of "concerning the country and the people", Ren Ruowei is an investor with a high degree of professionalism.

Zhong Shi waved his hand, signaling Ma Jiarui not to continue to be hypocritical, and said: "These decisions are beyond my control. If possible, you can fly to New York, interview those hedge fund managers, and educate them deeply. Let them realize how much harm their speculative behavior has caused to the people in Southeast Asia, and let them stop and donate the profits at the same time. This is undoubtedly a good deed with infinite merit!"

Accompanied by Ren Ruowei's "puchi" laughter, Ma Jiarui's face immediately collapsed. Of course he knew that all of this was legal speculation. There is no way.

What needs to be explained is that even though there are countless conspiracy theories in later generations (in fact, it may indeed be a conspiracy), the real deadly reason is, as Soros said, "flies that don't bite seamless eggs", that is, the The economy went wrong first, and then there was a series of attacks in the market.

  As for the causes of economic problems (higher yen, forced capital account opening, etc.), there are very few related discussions, and more accusations are attributed to the speculative behavior of international speculators. Because the factors that really lead to economic problems in these countries involve political and economic operating mechanisms and other reasons. If you want to get to the bottom of it, the leaders of Southeast Asian countries will undoubtedly slap themselves, not only slap themselves, but also slap their predecessors and predecessors.

  So, I can only scold these "shameless" international speculators, especially hedge funds.

   Naturally, Ma Jiarui can’t do such a thing, because he is a member of the international speculators, and he has contributed a lot in the process of shorting the Thai baht and the Philippine peso, so he can’t do something like slap himself.

Seeing Ma Jiarui's blushing face, Zhong Shi also smiled and said: "According to my judgment, international speculators will not stare at Hong Kong for at least a period of time, which will leave a lot of breathing room for Hong Kong's capital market. .”

"how do you know?"

   This time Ma Jiarui and Ren Ruowei yelled in unison. Ma Jiarui looked surprised, while Ren Ruowei looked puzzled. Obviously, both of them had strong doubts about Zhong Shi's judgment.

   This is not difficult to understand. Within three trading days, the Hong Kong stock market plummeted to more than 1,000 points in two days. This is simply a "stock market disaster" plot. After today's trading ended, the market was pessimistic. Even among the researchers of Tianyu Fund, there were many people who were pessimistic about the prospects of Hong Kong stocks. Although Ren Ruowei and Ma Jiarui are not as pessimistic as they are, they are definitely not optimistic.

  So when Zhong Shi said that the international speculators were likely to retreat, the two of them didn't quite believe it, and had a rare tacit understanding.

  "They don't retreat? We can create opportunities for them to retreat!"

Zhong Shi winked, smiled strangely at Ma and Ren, and then said: "If there are major fluctuations in other currency markets, or a strong rebound in the Hong Kong market, international speculators will naturally not pay attention to the Hong Kong market. .In fact, the valuation of Hong Kong stocks is already on the low side. Under such circumstances, the retreat of international speculators has become inevitable. Didn’t you see the trading volume of HSI futures today? It’s almost twice the usual level, which shows that the international Speculators have already started unwinding their positions."

Ma Jiarui and Ren Ruowei glanced at each other and nodded in unison. They also noticed the abnormal situation in the Hang Seng Index futures market today. At first they thought that the sharp fluctuations in the Hong Kong stock market caused the sharp increase in trading volume. Now it seems that there may be some Other secrets.

But soon, they turned their attention to another sentence Zhong Shi said, "If there are major fluctuations in other currency markets", their eyes lit up, but then they thought about the recent Asian currency markets. The performance of several currencies is relatively sluggish, but the so-called "major fluctuations" have not occurred, which makes them a little bit puzzled.

Ren Ruowei was a little more impatient than Ma Jiarui, and first asked impatiently: "Zhong Sheng, the currencies in the Asian currency market have not shown what you said recently. Is your judgment a bit..." He didn't say the following words Come out, but the meaning behind the words is clear to the few people present.

Zhong Shi glanced at Ren Ruowei helplessly, and reprimanded in a low and helpless tone: "It's really speechless, thanks to you and me for so long, didn't you even see this trick? Chris , don’t you think so too?”

  Even though Zhong Shi’s words were full of hatred, Ma Jiarui still nodded in agreement after tilting his head and thinking for a long time, which almost made Zhong Shi jump up.

"You two are so rotten wood!" Zhong Shi slapped the table, shaking his head and sighing, "Since we don't have one, let's create one, what a simple thing! You guys don't consider yourself as insiders at all. You must know that we are also one of the speculators in the currency market, and we are also a full-fledged speculator!"

  Hearing this, Ma Jiarui and Ren Ruowei didn't understand why, their old faces immediately flushed red with shame. Because they have not shorted the Hong Kong dollar, their minds are fixed on the role of just bystanders, and once they leave the scope of the Hong Kong dollar, they will naturally become "heinous" international speculators in the mouths of other countries.

Thinking of Zhong Shi’s trip to South Korea for no reason some time ago, although there was no follow-up later, Ma Jiarui vaguely realized that Zhong Shi’s trip was definitely not for no reason. Immediately thought of a possibility, blurted out: "Korean won, the next target is Korean won, we are shorting Korean won!"

  When he shouted, Ren Ruowei immediately understood. Having said that, the activities of shorting the Korean won were still carried out under the command of Ren Ruowei. At this time, he actually made a mistake of "dark under the lights", which is really unforgivable.

Seeing that the two capable subordinates understood his intentions, Zhong Shi stopped going around in circles and said, "Now that you all understand, I will tell you clearly that the next target is the Korean currency. After some time ago we The survey found that South Korea's economy has a big problem. Even if the Bank of Korea takes action to protect the Korean won, it will not help. Wait and see, this time the Korean won will definitely depreciate, and the depreciation rate is no less than that of the Thai baht. Wait for the intensity of the currency. If the Korean won market fluctuates, then international hot money will definitely turn to attack the Korean won market on a large scale, so that the pressure on the Hong Kong dollar will be reduced a lot, even if their focus is not on the Hong Kong dollar.”

  The value of the Hong Kong dollar at this time is unprecedentedly high, and there is no danger of depreciation in the short term. The focus is not on the Hong Kong dollar, but on the Hong Kong stock market and the Hang Seng Index. In this way, when international hot money withdraws on a large scale, the pressure on Hong Kong's capital market will be released.

  The explanation for this move in the art of war is called "encircling Wei and saving Zhao". Although it is somewhat inappropriate, for the current Hong Kong market, a bigger disturbance is indeed needed to divert the attention of international hot money from Hong Kong.

   Ma Jiarui and Ren Ruowei naturally have no doubts about this. One hopes that the Hong Kong stock market will recover soon, and the other fears that the world will not be chaotic. The two have reached a high degree of unity on this issue.

   "Okay, now that the business is over, let's go out and see how the children's income is!" Zhong Shi saw that the two hadn't spoken for a long time, and he knew something in his heart. Although he didn't need to ask for their opinions on shorting the Korean won, if the two of them could work together and not fight openly or secretly, it would naturally be in line with his wishes, so there was such a conversation that seemed random but was actually deliberately arranged .

   Now that the words have been finished and the goal has been achieved, Zhong Shi will naturally not continue to dwell on this issue, and instead ask about the earnings of other analysts.

  Hearing the word "children", Ma Jiarui and Ren Ruowei smiled at each other, both with helpless expressions on their faces, and followed Zhong Shi out of the office. When it comes to children, the youngest Zhong Shi here is the "children", but who dares to really treat him as a "children"?

Before this wave of Hong Kong stocks plummeted, Zhong Shi had given relevant hints, and analysts had done their homework, some shorted HSI futures, some bought short options, and some bought Hong Kong stocks Put warrants, in short, there are many ways to invest, and most people are shorting.

  Seeing Zhong Shi, Ma, and Ren come out, the analysts' arguments about today's market prices became a little quieter, and they understood that the bosses had something to say. Sure enough, Zhong Shi stood on a trading table, pressed his arms twice, and said loudly: "Guys, the Hong Kong stock market fluctuated again today. How is your income?"

   There was a commotion below!

   Thank you book friend, heaven, I rely on, draw a knife and cut off the fuel to vote for the monthly ticket! Thanks to book friend jamjun for the reward!

  

  

  (end of this chapter)