Future chat group - Chapter 866: Sell short first

The business scope of Yajin Investment actually does not involve too many high-risk areas, and the exposure will not be very large.

But in terms of influence, Yajin Tou can be huge.

For example, two institutions A and B used the channel platform of a large institution to open up tens of billions of dollars in bets. However, if this tens of billions of dollars of transactions did not enter the basic market, then the impact of this transaction would be almost non-existent.

Holding positions in various fixed assets, monetary assets, stocks, bonds, gold, oil and other basic markets like our major central banks have a huge influence on the economic situation.

Over-the-counter betting, or even derivatives hedging, as long as they do not enter the basic market, it is equivalent to two gamblers opening a table. What is the impact?

Asia Financial Investment is an investment bank targeting various markets in the Asia-Pacific. Its business is the financial assets of Asia-Pacific countries, including stocks, equities, bonds, funds, currencies, gold, commodity contracts, etc., which are all within its investment scope.

When Asia Financial Investment’s total capital amount was only tens or tens of billions of dollars, it was actually no big deal. If you spread it out, the exposure would be almost small, but it couldn’t resist Lei Hao’s ulterior motives.

According to the FOF fund model and high-level reward mechanism established by Yajin Investment for the Thunder, when the rate of return is at a normal level, Lei Hao and the Thunder actually don’t have much income, because everyone can get similar income, and only when the rate of return is obviously high Only when it is at a normal level can Lei Hao’s status be highlighted.

There is another article that can be made here. If you hold 10 billion, your annual income may reach 10%. What if you hold 100 billion? Especially when you can’t do high-risk hedging, how can you get a rate of return that is one or even several levels higher than the normal level, and Asia Financial Investment has begun to relax restrictions on capital injection.

“Lei, how much equity do you want?” Nick vaguely noticed some unusual signals, but he and the Keda Financial Group behind him would never ignore the obvious opportunity.

“I hope Yajin Investment will agree to the Thunder’s capital injection of US$5 billion.” Lei Hao said.

Everyone in the conference room gasped.

The total equity capital of Yajin Investment is only US$10 billion. You want to take half of it at once? impossible.

But is it worthwhile to increase the share price of Yajin Investment and increase capital investment? That’s a matter of opinion. At the very least, the psychological bottom line of everyone here is very high.

“Then, I ask Yajin Investment to recognize the acceptance and merger of non-monetary assets. To be honest, with the current Yajin Investment, Keda intends to shrink its Asia-Pacific business.” Nick expressed his attitude directly without even communicating with the board of directors.

“HSBC’s Greater China region will focus more on the development of Asia Financial Investment projects.” David said ambiguously.

Others also expressed their opinions. Basically, they were inclined to agree to Lei Hao’s request, but they also asked Lei Hao to agree to their request.

You can exchange monetary assets for project equity, then you must also agree to allow us to exchange non-monetary assets for project equity.

For example, Keda merged some small companies or institutional departments in the Asia-Pacific region into Asia Financial Investment, and then valued the shares to obtain shares. Finally… Keda’s power was formed within Asia Financial Investment.

“I agree with this in principle, but Yakin Investment needs to control the proportion of fixed assets.” Lei Hao nodded.

Immediately afterwards, there was a period of consultation. The saying “time is money” is especially applicable to the financial circle. What’s more, Lei Hao showed signs of “entering the urn”. Big institutions would tolerate it as long as they could, and they wanted to trap him first. Say it again.

The meeting went smoothly, but representatives of Chinese-funded institutions like Song Dongyuan and Qin Yu were full of worries.

As the Thunder transforms, Lei Hao will also have to change from making money to making power. This is not a bad thing, but it is not necessarily a good thing. Everyone is full of worries.

Only a group of Thunder executives were excited. They knew very well that their boss was digging a hole.

Transformation is just a lie. Lei Hao’s goal is to win over Yajin Investment and let this group of profit-seeking institutions be coerced by the Thunder. When the time comes, there will be exposure to short-selling the US dollar, the scene will be absolutely wonderful.

If Lei Hao controls Yajin Investment and Yajin Investment’s assets under management expand, it will take a certain amount of time for Lei Hao to make a decision even if the Yajin Investment shareholders meeting wants to veto it, and this time , it was the time when Lei Hao tied the rope for everyone.

This is just like a rebellion. If you are all on board, you will either go all the way to the dark side, or you will have to bear the consequences of confiscating your family and exterminating your clan. It is a huge pit in history. It is so awesome.

Only people like Lei Hao can fool big organizations with a carrot.

After the meeting, Lei Hao stood at the door. Every person who came out would send an invitation, inviting these important people to his wedding, and then receive a blessing.

When Lei Hao was willing to step forward and try to operate more funds, everyone knew with their toes that he would temporarily become the center of the world’s financial circle.

Not to mention old relationships such as Ketak and HSBC, even JC Rockefeller began to frequently contact Thunder during this period, hoping to at least establish cooperation channels with LEI in the financial field. After all…interests have no country.

“I don’t know how many of these people will fall out when things become clear.” In the evening, when he returned home, Lei Hao had a solemn expression on his face.

The current world economic situation is that Europe has more than enough to protect itself but lacks the strength to be aggressive. The Asia-Pacific is doing well. North America has just pulled one foot out of the quagmire but is trapped in funds and has no intention of favoring them.

So the United States has been causing trouble, yelling at the three fat people to be honest and shaking their fists randomly. Anyway, they just want an appropriate amount of funds to flow back to North America to bring back their poor inflation rate and economic development speed.

China is also a thief. It takes this opportunity to sell US dollars and replace other assets first. As long as China’s foreign exchange reserves develop in the direction of reducing the proportion of US dollar assets, the depreciation of the US dollar is almost a foregone conclusion. Things bought during this period will correspond to US dollars. That means the price has increased.

But whether it is Lei Hao or Wang Huachen, all the top figures in China’s financial circle know very well that the value of the US dollar will not be held by China for a long time. The national strength is not as good as others. If Uncle Sam wants to cheat, the whole world will not be able to stop him. .

January and February will be the time when the U.S. dollar depreciates, and China’s foreign exchange reserve structure is also completed in these two months. Then no matter what, the United States will jump out and make a wave of presence, boosting the U.S. dollar to stimulate the economy and seek further development. .

The U.S. dollar will rebound in general in March and April. China’s foreign exchange reserves, measured in U.S. dollars, may shrink once, and conflicts will arise in April.

Here’s the key point: Whether the United States will wield the big stick in May is a variable.

Lei Hao is betting that he can, and he is also prepared to give the opponent a slap in the face. When that time comes, he will coerce a group of unwilling teammates and seek the opportunity to suppress the North American organization.

After getting profits and holding US dollars, the United States will take action. The greater the capital that Thunder has in its hands, the less pressure it will have on Chinese capital to deploy in the Asia-Pacific. Thunder will also have an advantage, enough to allow it to grow into a large company like HSBC and Ketak. Institutional strengths.

First, now is the time to tilt your positioning toward shorting the U.S. dollar.