Chapter 748 Reduction of Risk Assets

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The Bund source project is better understood, if the land in the center of the city is worth a thousand gold, then the Bund project is a thousand gold. Unless it is a devastating disaster encountered by Hanhua Holdings, the Bund source project will never be shot.

"If the acquisition of Standard Chartered Bank fails, how will the funds be used?" asked Zhang Lei.

"Lao Zhang, I know you will never be untargeted. Tell me, who do you have a crush on?"

"I can't hide anything from the boss! I want to invest funds in China ~ Ping An! This company listed in Hong Kong in 04 years is a Huaxia ridge ~ broken financial institution, involving insurance, finance and investment and other financial businesses, and the leadership is determined to forge ahead, the company's rate of return has risen steadily, and the stock price has increased by 121.5% in just half a year after listing. It has huge growth space in the future and is the most suitable equity investment object. ”

"Ping An Group is really good!" Guo Shouyun nodded approvingly, in his memory, many of the most profitable stocks in the next ten years will have the name of 'Ping An'. But what also impressed him was the painful experience of Ping An Group's floating loss of nearly 24 billion Chinese dollars due to the acquisition of Fortis in the subprime mortgage crisis.

Obviously, investing in Ping An is not a good choice right now. And the opportunities are not suitable.

"Lao Zhang, don't forget the American subprime mortgage I told you. Investing in financial stocks was too risky before the crisis detonated. Therefore, compared with equity investment, long-term gold spot or fixed income products are more suitable. Of course, I also recommend that you increase your investment in Tianshan shares, not only in terms of scale, but also in R&D. Strive to make it the first in China, or even a world-class top three cement company. ”

"Understood, I'll think about it seriously!"

"One last thing. Starting next year, and by the end of 2006, have the firm's investment arm sell off any subordinated-based U.S. bond products, sell all IFCs, especially the common stock, preferred stock, and bonds of U.S. financial companies; remember, I'm talking about all! All the international financial giants, including Chase, Goldman Sachs, Merrill Lynch, and Phoenix. This matter is non-negotiable, and it must be done as I say. In addition, the withdrawn funds are long-term gold spots, ChinaAMC treasury bonds, and large blue-chip preferred stocks in the Hong Kong stock market. ”

From Guo Shouyun's email, Zhang Lei felt his attention. You must know that in the past five years or so that the two have been together, Guo Shouyun has rarely directly interfered in the company's operations. A straightforward decision like this one has not been made more than three times since he became the CEO of GCA Holdings!

"Will this crisis be serious?" Zhang Lei's words also became heavy.

"I'm not sure how big the crisis will be, but every time I see that pyramid-shaped risk model that the Bruce Foundation is doing at my request, based on the size of U.S. subordinated and derivative bonds, it gets bigger and bigger. Lao Zhang, I have always believed in intuition. Not in more than five years has a crisis felt so strongly to me. So, it's hard to be careful!"

Zhang Lei was a little shocked by the solemn content of Guo Shouyun's email. After more than five years of friendship, it was the first time he saw Guo Shouyun, who was so worried that he almost lost confidence.

Of course, there are elements of Guo Shouyun's deliberate exaggeration in order to strengthen Zhang Lei's attention.

After a long silence, Zhang Lei's email came again.

"I will instruct GCA Research to conduct a detailed survey of the U.S. subordinated debt and derivatives markets and act on your request. However, we can't hide our actions from the outside world, and if they ask us about it, how should we answer?"

"Tell me the truth. Express our concerns about U.S. subordinated debt and derivatives. This is a good opportunity to build up the reputation of GCA in the global financial community, especially in the Chinese financial community. If we can accurately predict crises, then we will become an authority in the financial field and have a say in our voice. Lao Zhang, you understand the importance of the right to speak better than me. ”

'All mouths are golden, and the bones are destroyed'. The power of language has been awe-inspiring since ancient times!

"We benefit greatly from success, but if the prediction fails, we will become a laughing stock in other people's mouths!"

"Lao Zhang, we have been friends for more than five years, you know me. I don't do anything that doesn't have a purpose. ”

"Of course, you are a recognized world-class financial investment genius! The 'son of God' who has been recognized as the world's top financial investment genius in the gold and oil futures markets and has received returns of more than $80 billion in five years!"

"Haha, I have received your compliment! Remember my words and go back and prepare. If our prediction is correct, then the opportunity for GCA has come. Maybe Standard Chartered will take the initiative to come to the door and sell the company to us. ”

"I'm looking forward to that!"

After a brief chat between the two, Guo Shouyun closed his mailbox.

stood up and looked at Wang Jue and Wu Xiaojing next to him, "Get ready, we'll go to New York tomorrow." ”

"Yes!"

"I'm going to meet Stan O'Neill for a while this time!"

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Four Manhattan is the North Tower of the famous 'World Financial Center' in the steel jungle of New York, and the South Tower is the headquarters of Amex, another financial giant in the United States. Between the two towers is a ten-storey atrium with a glass façade and marble, also known as the 'Winter Garden'.

Because the World Financial Center is adjacent to the World Trade Center, the collapse of the World Trade Center in 911 also caused some damage. However, Merrill Lynch was lucky, and most of the shockwaves from the collapse of the World Trade Center were blocked by the closer American Express Building, and Merrill Lynch's headquarters was only shattered with some glass and damaged a lot of office supplies.

In contrast, the Winter Garden is much more expensive to repair, at $50 million. And Yun Express is even more unlucky.

But nearly three years have passed since 911, and in addition to the two square foundations that have been cleared of the rubble, it is still a reminder of the horror of the beginning, and busy New Yorkers have gradually become accustomed to its existence.

Guo Shouyun's car turned out of the intersection of Broadway and Church Street in Lower Manhattan, and he looked at this 'Ground Zero' with some emotion in his heart.

Although his strength is strong enough after five years, he still doesn't have much ability to interfere with this kind of natural disaster!

"Boss, we're here!"

Wang Jue's words interrupted Guo Shouyun's contemplation.

Seeing that Merrill Lynch's headquarters, which he had been to three times, was in front of him, Guo Shouyun simply tidied up the suit and bow tie on his body, pushed the car door and walked down.

As he walked into Merrill Lynch's headquarters lobby, a young man in a brown suit and a white shirt strode up to him.

"Hello, Mr. Guo!"

"Jack, where's O'Neal?"

Jack Brown, O'Neill's assistant. Guo Shouyun has seen it more than once.

"The boss is already waiting for you in the office!"

Guo Shouyun nodded and followed the other party into the elevator. Stan O'Neill's office, Guo Shouyun came. It is very large, and in addition to the office space, it also includes a meeting room and a gym, adding up to nearly 200 square meters. In Guo Shouyun's opinion, this is really too wasteful.

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