Chapter 501: Finding Investment Targets
"I remember, Wang Nuo's contract was signed on Tyrone's side? He seems to have the title of deputy director? Is he managing a self-owned fund?" Cheng Jingtong slowly sorted out some administrative powers, and quickly made up his mind: "He must be the deputy director of the research department." ”
Shanghai market, of course, Wang Nuo didn't know what the company's research department was planning, he was just waiting for the next reaction of the green corner.
Lu Jianming and Meng Han are in a state of fear, in fact, they think that the best research report argument is to follow the crowd, what everyone thinks, how we publish the research report, and if we are wrong, the pressure will naturally be much less.
Let alone...... Lu Jianming and Meng Han knew very well that Wang Nuo did not let Ye Yaohua start to hold positions with a certain argument now, he was giving a research report that determined the direction, but he did not carry out the corresponding operation, what is this doing? If the will is not firm, why do you have to publish this kind of research report?
"Will the green corner react?" After submitting the research report, what Lu Jianming, Meng Han and others could do was to wait for the follow-up development.
The most common situation is, of course, that there is no feedback, and the research report will sink directly into the sea, and when the short-term trend comes out, everyone can directly submit the next research report.
Worse yet......
The next day, Monday, China didn't even arrive at 9 o'clock, and the international market was still in a state of rest, but the green corner gave feedback on Wang Nuo's research report.
"The international trade environment is stable and improving, and under the same standard, the US dollar is not expected to appreciate...... to the surprise of Lu Jianming and Meng Han, and the green corner gave a short research report, and then a stack of research reports from the research department, which also held a similar view.
In this regard, Wang Nuo meant: It's finally here.
In fact, what Wang Nuo has always wanted to submit a research report to Green Corner, or enter Tyrone, is information support.
Is there a better way to do that than to establish a communication channel with the Green Corner? With the support of Tyrone's various information and data, what would it be like if there were still Green Horns there to keep expounding their analysis of the market?
Wang Nuo has not decided on the investment direction until now, just because...... There's a good chance that Green Horn will be able to help him find his target.
Green Corner does not want to expose its position, it is a consideration from an investment perspective, but what they use to "refute" Wang Nuo is also true, and their view of the market is completely rational data.
And no matter how you analyze it, Green Corner, including all the analysts in the research department, they are like building a group, and everyone begins to express their opinions and opinions on the market in the group.
Green Corner now wants to guide Wang Nuo and a group of analysts in the research department to give dry goods, but the views they really hold are very consistent with Wang Nuo, so they ...... They will exchange information, ostensibly Wang Nuo is providing research and analysis services to Green Corner, but in fact this service is mutual.
The communication channel is there, and Wang Nuo is always providing research and analysis services to Green Corner, and vice versa.
"That's what I'm aiming for. After reading through the research report of the Green Corner, Wang Nuo immediately felt that something became clear, he could give the Green Corner the information he wanted, but he could also guide the Green Corner to give the corresponding information to exchange.
Lu Jianming and Meng Han were stupid, but suddenly, they remembered what the current situation of the company was, and they couldn't help but stand on end.
Tyrone International is now in the stage of sharpening knives, after hoarding grain and grass, recruiting troops, the company is an enterprising faction in the idea, the investment project of Green Corner is the first shot, as long as the first shot is fired, whether it is CEO Su Huanzhang, or investment director Zhao Zhonghan, the first thing to do is to integrate the inside, and then ...... Whether it is offensive or defensive, the strategy is set.
If Su Huanzhang wins, he must cut off the laggards, Zhao Zhonghan pressed his head, and he was bound to throw the group of colleagues who were too jumpy into the corner.
In this context, a group of analysts in the research department are of course not willing to be lonely, they need to come out and brush up on their presence.
"Isn't there anyone who agrees with our point of view?" Meng Han figured out these things, flipped through the research report again, and suddenly had a constipated expression on his face, and he found that he ...... It seems that his own team is standing opposite all the analysts in the research department.
"The expectation of a rate hike in the US dollar is not enough to promote the appreciation of the US dollar, and it is precisely because of the weakening of the US dollar that the Fed needs to release the expected ...... of interest rate hikes"
"The North American economic data has been shrinking, and it may improve for a long time below the expected line, but it is not enough to offset the strength of other currencies, and overall, the dollar may be stable, but the likelihood of entering a strong channel is extremely low......"
"The RMB is strong, and the Australian dollar, which has a very high correlation with the RMB, is unlikely to enter a weak trend, and from a strategic point of view, the central bank has a plan to reduce US dollar assets, at least it will carry out more hedging operations......
"The interest rates of the euro and the yen are on a downward trend, and with the current situation of the North American economy, the dollar should not dare to enter the area of relative appreciation, and the competitive depreciation may continue to ......"
"Credit currencies weaken, commodity currencies strengthen, and as a leader in commodity currencies, if the North American economy is good enough to drive the dollar to appreciate, the Australian dollar does not need to depreciate relatively, and when the economy improves, it benefits from the increase in demand for commodities......"
In the position of an analyst in the research department of Tyrone International, almost no one is a fool, and the positions of strategy analyst, data analyst, foreign exchange investment analyst, futures analyst, etc., do not rely on gifts to sit on it.
The research report of the green corner has dry goods, and the group of analysts in the research department is not weak, Meng Han sees menacing, but Wang Nuo sees ...... A bunch of free labor.
Research reports and analysts' painstaking efforts to extract the views from the data and information can be condensed into probabilities, which may be wrong, but the arguments are useful and have a great effect.
Looking at these research reports, Wang Nuo can at least slowly sketch the outline of the market in his mind, and the Australian dollar area is already very clear, he can reverse the development process of other places, and with the support of the arguments of these research reports, the plan to find investment targets is actually much simpler.
"There is a strong correlation between the yuan and the Australian dollar, and the Australian dollar is falling, which I think can reduce the possibility of the central bank's so-called reduction of dollar assets......"
"The trend of lower interest rates in the euro and yen is very obvious, but the Australian dollar has been weakening, can the QE signal rule out the possibility of further release?"
"The North American economy is not good enough to strengthen the dollar, and if the US economy improves, will commodity currencies also benefit? Maybe it won't pull the regional ...... that have a strong correlation with the Australian dollar."
When Meng Han and Lu Jianming were still thinking about the research report showdown, Wang Nuo's eyes had quietly shifted to his investment strategy.
The trend decline of the Australian dollar has another advantage for Wang Nuo, that is, the group of people in the research department will definitely not admit defeat, and this way of exchanging information can continue forever.
Wang Nuo felt that he could cooperate with Green Corner and fool the group of analysts in the company's research department into a mid-term, which was only a month to start.
In the meantime...... Wang Nuo doesn't mind being under fire from this group of analysts.