Future chat group - Chapter 861 Relaxing restrictions

For financial institutions, the riskiest behavior is to peg the U.S. dollar. As long as there is any disturbance in any corner of the world, it will be related to the fluctuation of the U.S. dollar currency value.

But the lowest-risk behavior is to peg the U.S. dollar, because no matter how unlucky it is, the U.S. dollar will not rise or fall at the same rate as stock trading.

Imagine that the US dollar depreciates or appreciates by as much as 10% in one day. Is it possible? Absolutely impossible.

As long as financial institutions control their leverage and peg their operations to the U.S. dollar, they will basically be fine.

Even from a special perspective, all operations of financial institutions are related to the US dollar.

A series of financial products such as oil, gold, stocks, bonds, etc. insist on using one currency to mark their value. Only the US dollar can be used as their only digital mark.

Lei Hao said that he wanted to short the US dollar, which was actually a systematic operation.

Other conditions remaining unchanged, the depreciation of the US dollar is equivalent to the appreciation of other currencies in the market, the increase in the price of gold, the increase in the price of oil… This is something that will shock the entire financial market.

But there is still time. Five months seems like a lot of time, and Lei Hao has a lot to do. Even though the information will become clearer the closer to the time when the incident breaks out, it is reasonable to start planning from now on. things that should be done.

First of all, Lei Hao must first integrate the group’s resources and determine the early layout and direction.

On Sunday, December 24, the Thunder’s top management met as usual, but everyone received instructions from Lei Hao, and this time the meeting was of a higher level.

“In late January, it is expected that we will be able to withdraw all funds from the Korean market, at least more than 30 billion US dollars.” Leo rushed back from Seoul.

“The funds withdrawn in the early stage have been invested in Asia-Pacific markets such as Hong Kong Island, Singapore, and RB. According to the plan, most of the remaining funds will be used to provide more basic funds for each platform. Of course, with a sound investment strategy, The hard income of the channel platform will not reduce the profit too much.” Tao Liyu also came to the Shanghai stock market.

“The group’s current short-term investment funds have exceeded 30 billion U.S. dollars. At present, it seems that the market cannot accommodate that much funds. It has been a long-established goal to shift direction and focus on institutional development.” Su Yiwen said with some fear.

Before every meeting, as long as Lei Hao had no instructions, everything would be calm. If he jumped out and spoke, everyone’s hearts would immediately rise.

The senior management of the investment department were fine. They were looking forward to the group opening its mouth again. Su Yiwen, who focused on organizational management, was very sad.

Thunder does have money. Just from the liquidity in the international market, including LEI, the money Lei Hao can mobilize now can exceed 50 billion US dollars, but this is at the expense of the group’s needs for institutional development.

Every time a project is determined, it is actually an injection of funds, and it is a large amount of funds. How many projects does the Thunder have now? Too many to count.

Moreover, Lei Lei has always been known for its high-risk and high-yield investment strategy. For projects like this, no matter which country’s regulatory authorities, you are required to invest a considerable proportion of your own capital.

Finally, there is the capital attribute of the Thunder. Except for the executive shares, incentive dividends and other shares, almost all the rest is in the hands of Lei Hao and his wife. This makes it easy for the Thunder to become a rope, but it also makes the Thunder The source of own funds is limited.

Tens of billions to hundreds of billions of US dollars may seem like a lot, but a few hundred million here and a few hundred million there, after deducting the amount of funds required by the investment department, the remaining amount, after deducting the development needs, is already Can’t say much.

“The current funds in the Thai market are just enough. This is a long-term investment. According to the plan and expectations, we can get at least a 30% rate of return in two years.” Su Yongyan reported a report that made the outside world feel guilty. Jealous numbers.

Two years, at least 30%, is quite good for financial institutions, but Thunder’s investment department is too beastly to resist, and 30% in one year will be considered a hindrance.

Therefore, Su Yongyan knew very well that as long as Lei Hao needed large funds, he would start to allocate funds from “low” profit projects and branches according to the rate of return, and then… build positions for hedging frantically.

“Money in the Chinese market cannot flow out, and the central bank is keeping a close eye on us, but if necessary, cooperative institutions can make some substitutions.” Xiang Yongze said calmly.

Mainland Thunder is the foundation of Lei Hao, and most of the customer funds are injected into China Thunder, with various investment directions, including a series of positions in stocks, bonds, futures, gold, equity, primary securities, etc. , made Lei Lei become a major private financial institution in the mainland, but also made Lei Lei attract the attention of regulators.

Lei Hao was able to use Thunder money to exchange international market funds with HSBC before, but will he try again now? If I don’t punish you, you will be derelict in your duties.

“I won’t make any big moves for the time being, but I need most of the funds to be available for use at any time. Before that…” Lei Hao looked at Su Yiwen and said with a smile: “For the time being, we will focus on institutional development. Our There are enough funds, but our scale and influence are not big enough.”

“This takes time.” Su Yiwen breathed a sigh of relief, but still said with a grimace: “Let’s not talk about the domestic situation for the time being. The group can grow with its eyes closed, so as to improve the general’s ability, there is nothing to worry about. , from the perspective of the international market…”

“It will take a certain amount of time for the two projects of KH National Bank and Asia Financial Investment to be completely complementary. Whether it is an institutional investor or a private investor, it will take time to identify with an institution.” Su Yiwen looked helpless.

No matter which circle you are in, heritage is a very fictitious but very real word. Like established financial institutions, their names are an asset when they are released. But for a rising star like the Thunder, no matter how powerful you are, your reputation is still just Restricted to the top group.

What Lei Hao knows is that even in the Chinese market, if you ask an ordinary stock investor, he will tell you what kind of institution Taihe is, but Thunder… that is not clear, I only know that it is very powerful.

Even in a circle of Liu Xingdong’s level, those who have participated in the Thunder project are naturally regarded as gods. Those who have not participated but have heard about it will not say that they will “abandon the darkness and turn to the light” all of a sudden.

Fame and heritage take time, and the brand of a financial institution must pass the test of time after it is erected. This is where Su Yiwen is helpless.

We need money, people, relationships, policies and even policies. But the Thunder are only two years old. You suddenly say that I am comparable to HSBC in many places. Do you believe me?

Lei Hao also knew the problem here. He looked around and said something that made the scene fall into silence: “I plan to loosen some of Asia Financial Investment’s access restrictions and relax shareholding restrictions.”