Chapter 539: The British Disease
Hearing Chen Dahe's words, Emma immediately pointed to a middle-aged white man in his forties across the table, and said with a smile, "Mr. Enzo, please allow me to introduce to you, this is the securities investment consultant in your team, Mr. Luca, Luca graduated from Oxford University with a doctorate in economics, has 18 years of experience in the capital market, and has rich experience in financial market trading and corporate mergers and acquisitions. ”
Chen Dahe raised his wine glass and saluted, "You're tired!"
"My pleasure," Luca raised his wine glass and took a sip, then picked up a napkin to wipe the corners of his mouth before he said with a smile, "Mr. Enzo, I have to say, you have a good investment vision, but what I want to know is, after you put 200 million dollars into the food industry, how much money are you going to invest in the financial market?"
Chen Dahe chuckled and raised a finger.
"100 million?" Lukka nodded with satisfaction, "That's a lot of money, and based on the current direction of the U.S. economy, I'm confident that I can double it within a year!"
He originally thought that after investing 200 million US dollars, it would be good to have tens of millions left for financial investment, but he didn't expect that there would be 100 million, which is indeed not bad.
"No," Chen Dahe shook his head with a smile and smiled at the puzzled gaze of everyone, "not 100 million, but a billion dollars." ”
Billion?
Everyone here was suddenly surprised, in this era when you can enter the upper class society with a net worth of tens of millions of dollars, after investing 200 million US dollars in the food industry, you can come up with another billion US dollars, so how strong should his net worth be?!
No wonder even the chairman of the board of directors thinks so highly of him, personally selecting his own people as his service team, and from their vicious eyes, it is obvious that this big customer who threw out a billion dollars lightly still has a lot of leeway in terms of funds.
Perhaps, this year's year-end bonus for these people will be far more than in previous years!
Not to mention anything else, the two investment sectors personally selected by this customer, one is the grain industry is a popular industry that never ends, and there is almost no possibility of losing money with such a large amount of investment, while the other is the financial field they are most familiar with, and there are one billion dollars as the principal, if this can not grab huge profits, it will not be in vain in the name of their investment elite.
"Sir," Luca's eyes were full of excitement, "in that case, I will make a detailed investment plan for you, but before I do so, allow me to introduce my ideas to you." ”
Chen Dahe raised his palm, "Please." ”
"That's right," Luca raised his hands and gestured to strengthen his persuasiveness, "Since the United States released the Star Wars program at the beginning of this year, the entire American market has erupted with great passion, and industries related to steel, electronics and chemicals have skyrocketed in turns, and according to our analysis, this ** rise is far from over, so this first investment direction is the New York stock market,"
"Secondly, it is the computer industry you just mentioned, although this industry has only been born for a few years, but it has developed very rapidly, and in this industry, what I value most is their blue giant, IBM, this company has a deep technical background, and is bound to occupy an extremely important position in the rise of this industry. HP is a very competitive company that can make long-term investments, and in addition to that, we can also buy a few small computer manufacturing companies, copy Apple's old path, and control them to package and go public, which will make more money than simply investing in the secondary market."
"Finally, what I want to say," Luca pressed his hands on the table, his eyes fixed on Chen Dahe, "sir, maybe in addition to the United States, you can also consider investing in the British financial market!"
Despite his apprehension, Luca insisted on saying this, and it was up to him to see how the patron would react.
Chen Dahe, who was listening carefully, suddenly raised his head and looked at him, "Why?"
To be honest, although Luca's previous two reasons are not beyond the scope of what Chen Dahe just said, he is based on the experience gained from later generations, and Luca is based on the information collected by the UBS platform to analyze it himself, and the companies that come out of his mouth are the best evidence, without in-depth understanding and analysis, such a conclusion will never be reached.
But the last one did surprise him, because in the previous 20 years, the entire British economy has been in a weak state, if you push it forward, you can push it to the period after the end of World War II, since then, Britain's economic development has begun to become slow, the overall strength has been declining, although the British authorities continue to practice Keynesianism, with loose fiscal and monetary policies to stimulate market demand, but not only failed to achieve good results, but this loose monetary policy caused continuous inflation, Economic stagflation and high unemployment have even invented an exclusive term in the economic circles: British disease.
Just two years ago, after the Iron Lady came to power, in order to treat the British disease, it was decided to change the direction of the economic policy that would last for more than 30 years, no longer blindly stimulating market demand, but tightening the monetary pocket, and began to change to the governance of the corporate structure, playing a series of combination punches, but judging from the actual situation in the past two years, it seems that the effect is not obvious.
This situation has always been favored by the economic community and the financial media, so it is not surprising that many people know about it, and now that Luca has suggested that he invest in the British market, he is obviously very optimistic about the economic reforms of the Iron Lady.
Whew, Luca breathed a long sigh of relief, and did not refuse at the first time, but asked why, which meant that it was a good phenomenon and relaxed his nervous mood.
"Mr. Enzo," Luca said as he sat upright with his body slightly sideways, facing Chen Dahe, "Actually, I personally began to study the phenomenon of British disease more than ten years ago, and after more than ten years of research, I believe that in order to change the status quo of the British economy, we cannot rigidly rely on Keynesianism, indeed, Keynesianism has played a very important role in the period of economic stagflation, and this role will continue in the future, but it is not a panacea, and it cannot cure all the diseases of economic lag,"
"At the same time, I found that the British economy was in negative growth, not because of a lack of market demand, but for other reasons, including a very complex set of factors, such as the inefficiency of state-owned enterprises and large losses, the unprecedented power of trade unions, the distortion of market mechanisms, the excessive spending on social welfare, the rising public debt, and the huge widening of the balance of payments deficit.