"John, I've been thinking about a question for the past two days, whether to hold a board meeting and get your shares back and distribute them to other clients in the three funds. Pen Fun Pavilion wWw. ｂiquge。 ｉｎfo”

About the scalp tingling.

Li Mo did have this thought.

He took some foreigners to make a fortune, which played a role in asylum, I believe that many smart people also saw it, but there were also some Americans who did not appreciate it, but they also saw it, really did not appreciate it, Li Mo could bring the funds back to China, or put them in the development zone of Xiangjiang. The Gulf War broke out at the end of last year, and it is not over yet, but it is coming soon. The problem: The U.S. economy is in a slump, and the negative impact of the credit crisis, combined with the costs of the Gulf War, has further tightened the U.S. economy.

Therefore, when Bush Sr. summoned Li Mo that day, he also talked about Li Mo's investment.

They are all smart people, does Li Mo still dream of being able to deceive Bush Sr. like a fool?

Li Mo said the reason bluntly.

I have always had a good impression of you America, but in fact, because Li Mo took the lead in tearing down the Berlin Wall, in the eyes of some American politicians, Li Mo is indeed regarded as an object that can be "fought for".

And I've done it all, including Black Monday, knowing that shorting the U.S. stock market is the most rewarding, I still try to let it go, but why is it hostile to me. Therefore, I had to slowly return the funds back to China.

The elder Bush has repeatedly made assurances.

It is true that Li Mo cannot be underestimated, and now Li Mo's mouth is crooked, that is, billions of dollars of investment, the taxes brought by these billions of dollars of investment, the employment stimulated, and the related industrial chain that are driven are different from the investment without these billions of dollars.

Especially in the United States, the economy is shrinking, the stock market is sluggish, the country's finances are in difficulty, and the trade deficit is serious.

The elder Bush also underestimated the impact of the Gulf War, the first Gulf War cost nearly $100 billion, and the United States had no choice but to let its allies share it, of which Kuwait provided the most aid, with $16 billion in cash and more than $30 million in military supplies, followed by Saudi Arabia with $13 billion and $3 billion in military supplies. $4 billion for the UAE, $10 billion for Japan, and $6 billion for Germany. In the end, the allies shared more than 70 billion yuan in cash and military supplies, and the United States only paid 20 percent of the cost.

But after the war stopped, it had to spend money, garrisons, pensions for the wounded and martyrs, and so on.

Then the American economy went to sea.

Bush Sr. understands it, and so does John.

In the same way, with you Mattel, when it is moderate, you Mattel will also stand up and be a strong shield for me.

But what the shelterers don't see is that you are ambitious and want to elevate me.

Why do I need to mess around with you?

However, Li Mo only said that if he really did this, it would cause many bad consequences.

Not only Yili, but also other companies, he also has a controlling ratio, today can forcibly buy back Mattel shares, tomorrow can be forced to buy back other people's shares?

Out of this kind of worry, Li Mo finally let Mattel go.

However, after two days of consultations, Mattel also had to agree to a harsh request from Li Mo, and in the future, Mattel was not allowed to send any high-level members to Yili's management except for the financial supervision of Yili's finances.

That is, in the future, Mattel will withdraw and lose Yili's decision-making power.

John left the city in frustration.

Li Mo also sat at home and reflected.

There are many reasons behind this Yili incident, but there are two reasons that I have overlooked.

The first is that I mixed silk with Chinese culture.

In ancient China, silk, porcelain, tea and paper were the four major export commodities. But that was in ancient times, and to this day, the best silk is certainly not in China.

What about the best tea? The Chinese themselves may boast of many famous teas, and even later fried some famous tea raw and raw at sky-high prices, but in the international market, the export volume of Chinese tea occupies only a pitiful figure in the world's tea export trade, and it is not even as good as Kenya and some South American countries. The price is also not good, almost less than one-sixth of that of France, one-fifth of that of England, and less than the price of tea in India, Sri Lanka, Kenya and other countries. That is to say, whether it is the export quantity, price and profit, it is at the middle and lower reaches of the world's tea-producing countries.

All kinds of tea blowing in China, including the boasting on the Internet later, are actually playing internally, and they don't recognize Chinese tea at all in the world, even if it's green tea, people recognize Japanese tea, not Chinese tea.

Not to mention porcelain, cutting-edge porcelain simply cannot be produced domestically.

Even if he got some cutting-edge porcelain technology from East Germany, because there is a small part of the information is incomplete, it is this small part of the technology, so far several universities and related experts have not yet understood and conquered it.

And then to paper, China is a big papermaking country, but in terms of high-end papermaking technology, China is still not good, and the international ranking is Finland, Japan and the United States!

That is, the things left by the ancestors have all been defeated in these decades and a hundred years!

Now, silk is silk, and it can no longer be used as a synonym for China.

Launch your own silk garments, and there will be no objections. But forcibly linking silk to Chinese culture, including within Yili, there must be some skeptical voices.

It has nothing to do with profits, in fact, as a top luxury brand, the net cost of Beth reaches 15%-20% of the selling price, which seems to be very high. Take a look at the later LV bags, each bag costs tens of thousands of yuan, but the OEM cost in China is only a few hundred yuan, and the ratio of net cost to selling price has almost reached less than 5%, and the highest is even close to 1%.

It is this 15%-20%, and there will be two severe tests in the future: the lack of top-level silk production and the slow rise in the cost of Chinese labor......

And then there's another reason.

The obstruction of Yili's expansion momentum has nothing to do with China, the Chinese market, Li Mo said early on, this is a process of cultivation. In fact, the sales volume and housing prices of Yili China in recent years have also proved Li Mo's theory. Compared to the price of Yili, most Chinese still can't afford it, but sales are also slowly increasing, and house prices have not exploded as much as later, but they are also slowly increasing. China's economic aggregate is also rising year by year, and since it is positioned to cultivate, it cannot veto Li Mo's decision.

The key is still where in the European market, although Li Mo has made a lot of efforts, such as the stimulation of sales by white cards, and the huge publicity, the sales growth of various direct sales stores is very slow.

Yili is in debt, like a boat sailing against the current, and if you don't enter, it will retreat sooner or later.

Before the end of last year, Li Mo went to the United States, and Yili also reflected this concern.

If the European market is opened, these voices will disappear automatically.

Li Mo thought for a long time, and when he called Xie Fuman and asked him to send Charlize back to the magic capital, he also called the Yili bosses to the magic capital by the way......

The front could not be opened, so it had to break through on the side.

Then proceed to the "Topics" ......

Many people came to this trip, including the military, the Ministry of State Security, the Ministry of Commerce, the Development and Planning Commission (the predecessor of the National Development and Reform Commission), the Ministry of Finance and the Bank of China, and several leaders of the magic capital.

It's mostly about money...... This is inevitable, Li Mo's greatest ability is not to write books, but to make money.

Li Mo was very cautious about the visits of these leaders.

Mainly because of one thing, the chief designer inspected the magic capital at the end of last year and stayed for a long time. When he came to the magic capital, Li Mo went to the United States. But the problem is that after Li Mo returned from the United States, the chief designer has not left the magic capital.

However, the chief designer did not summon him, nor did he visit several companies under the Yi Group, including the orphanage that would shock the world.

It has nothing to do with status, Bush Sr. attaches great importance to Li Mo, and I believe that the above will pay more attention to Li Mo.

In fact, it is a kind of wind direction.

In this "last moment", the left wind above is still in charge, and under this kind of wind, it is inconvenient for the chief designer to inspect his company, because if he inspects, it means that he fully approves of Li Mo and the path Li Mo took.

However, in the same way, if the chief designer does not come to inspect, it will often cause a misunderstanding among the people below, which will have a serious negative impact on Li Mo's domestic companies. Therefore, on the fourth day of the Lunar New Year, Li Mo received a call from Director Wu, saying that the above would send some leaders to inspect his company in a few days, and would also ask some questions to make him prepare.

So Li Mo quickly returned to the magic capital.

These leaders came later than Director Wu notified, and Li Mo would not ask the reason, and if he asked, people might not answer, so he took these leaders around first.

Not to mention the orphanage, this industrial area alone has reached eight or nine square kilometers.

It is not only Li Mo's company, but also some other foreign-funded enterprises.

Because the companies under Li Mo's name are expanding rapidly every year, there is already a complete infrastructure here, such as the deep-water wharf that Li Mo began to build, because the orphanage needs a lot of building materials, so it has been expanded four times in recent years, with a total of eight berths for 10,000-ton ships, that is, it can berth eight 10,000-ton cargo ships at the same time, and load and unload at the same time. There is also the problem of electricity, with the funding of Li Mo, the Minhang thermal power plant across the river introduced the supercritical eight 60KW generator set project in advance, and in Li Mo's previous life, they did not complete this introduction project until 92 years, and there were only two. Two gas blast furnaces also became four gas blast furnaces.

In the future, electricity will continue to be a headache until the completion of the Three Gorges Project.

Li Mo's enterprises, as well as the electricity used by the orphanage, made him have to do this.

But Li Mo is not funded in vain, although Li Mo is funded free of charge, the thermal power plant will give priority to the supply of electricity to Li Mo's enterprise in the future, and will also supply electricity to the orphanage with 60% of the civil electricity bill. There are also water, roads, and some sewage and pollution removal projects repaired by Li Moxing, etc., so when some foreign investors came to the magic capital to investigate, they took a fancy to this area at a glance. With the settlement of various foreign-funded enterprises, this area has also become a huge industrial zone. In fact, only Yi Group itself has been developing rapidly in recent years, and the area of industrial land is getting larger and larger.

Li Mo took the group around with a group of people, and today is the twelfth day of the first lunar month

All the workers of each company have returned, and each company has started full-scale production, so you can see the whole picture of each company.

But these leaders are not just here to visit......

After turning around, Li Mo took them to the Yili Public Room.

Li Mo's secretary assistants Lu Jiaxiu and Yang Lixin poured tea for them one after another.

A leader surnamed Zhang of the Bank of China said: "Xiao Li, thank you very much. ”

In 90 years, Saudi Arabia, Iran, Iraq, Kuwait, and the United Arab Emirates occupied 65% of the world's oil reserves, but in fact, they were not, and later discovered a large number of oil fields in China, the United States, Russia and other countries.

That was for later...... At present, the oil exported by the five countries accounts for 40% of the world's oil exports, of which Saudi Arabia and Iraq account for more than 20 percent, so Iraq asked Saudi Arabia and other OPEC countries to limit the production of oil and raise oil prices.

The most dependent on Middle Eastern oil are Western European countries and Japan, especially Japan, almost 60 percent of the oil comes from the Middle East, so Ikok invaded Kuwait in the front, and the stocks in the Japanese stock market plummeted. Especially in October last year, the price of oil exploded to more than $40 per barrel, and some people even said that it could rise to $100, causing Japanese stocks to fall to the bottom. But Li Mo can't drag it to the bottom, the risk is too high, but the long oil and the short of the Nikkei index also made Li Mo make a lot of money.

Subsequently, OPEC countries increased oil production, in fact, in August, some OPEC countries led by Saudi Arabia liberalized oil supply, but because of various unclear trends, oil prices did not fall but rose. It wasn't until the United States began to intervene that oil prices gradually stabilized, and then the United States used troops, and as a result, Iraq, which is known as the world's third power, was beaten badly, and at this time, oil prices fell rapidly.

The more oil prices fall, the greater the short gains for Li Mo and the Bank of China.

It's not yet time, but it's coming soon, and it seems that the later it drags on, the higher the profit for these short positions.

Because of Li Mo, if the interest on Li Mo's mortgage loan is included, the Bank of China may obtain a net profit of more than $5 billion this time.

This is still the Bank of China's timidity, and the leverage ratio is very low, otherwise the gain will be more.

Many leaders regretted that if they had fully listened to Li Mo's advice, the Bank of China might have made a profit of $7 or 8 billion in these two operations. By the beginning of the nineties, the country's economic situation had improved further, but so many benefits were also astronomical.

Think about the amount of arms sold to the Middle East over the years, including the large order of Saudi Arabia, which together is only more than 10 billion US dollars, but the cost is at least 60 to 70 percent......

Li Mowan smiled and said, "No thanks, I'm still counting on you to lend me a loan in the future." ”

Get down to business.

Leaders of several ministries and commissions asked Li Mo about the details and specific principles of these operations.

At the end of last year, the SAR Stock Exchange opened for trial operation, and the official opening was in July this year, and Li Mo did not plan to touch the domestic stock market and futures anyway.

But the above is very important.

Li Mo's operations are the best reference and experience.

It also involves Li Mo's analysis of politics, military affairs, and economics, and is also helpful to several other ministries.

Li Mo thought for a moment and said, "Some time ago, Yili fired a black American named Robert Lee. ”

He explained the details of the process, and also explained the internal reasons.

"If you stand from the Chinese's standpoint, don't you hate it? But you can't look at it from the Chinese's point of view, that would be one-sided." Why do blacks do this? First, Chinese Americans are more diligent in the United States, and if they are diligent, the average Chinese person will have an income. The second is that the Chinese are introverted, and the US government will not make decisions for them, so they dare not publicize or call the police when they encounter things, and it doesn't matter if they are bullied. The third is that Chinese Americans are similar to Chinese people, with serious infighting and disunity, in addition, not every Chinese American has Bruce Lee's skills, compared to blacks, they are small, weak in physical strength, and easy to bully. Therefore, this problem is not only due to US policy, but also to the fact that black people are not angry. Why doesn't the United States shelter the Chinese? The reason is simple: China is involved behind the Chinese, and relatively speaking, whites are more rejecting China and Chinese. If you think about it further, in the last century, China became the only great power that the white people could not completely conquer, and there was also the fear of China's long-standing civilization, which created the image of the evil and omnipotent Fu Manchu, as well as the different factors of human race, so the white people generally did not like China. The Second World War was an exception, and the need for China against the USSR in the eighties was an exception. Compared with the Chinese, blacks entered the United States earlier, because of their intelligence and laziness, there is little threat to the status of whites, and the number of black Americans is large, and if they are not handled well, they often cause riots, so the United States will appease blacks, but turn a blind eye to the suffering of Chinese. ”

"From the Chinese's point of view, the black American approach is certainly not right. But from the point of view of white Americans, it doesn't matter whether it's right or wrong, and it's even what they want. Therefore, the analysis of problems cannot be self-centered, nor can it be analyzed from the perspective of China or a Chinese. ”

This has to be made clear.

Otherwise, some leaders will be rigid in their thinking and will not be able to do anything about China at every turn.

Who cares about you China!

Li Mocai analyzed these two operations from various angles, and did not say anything about the Plaza Accord, Black Monday, and the Xiangjiang 89 small stock market crash, but only about the Japanese super stock market crash and oil futures.

The leaders kept asking questions, and from time to time they also asked about the doubts they encountered in the establishment of the SEZ Stock Exchange.

Li Mo said everything that should have been said, of course, what should not be said, will definitely not be said.

After talking for a long time, Li Mo finished explaining the reason for the two operations.

Another leader surnamed Wei asked: "Xiao Li, you had a secret meeting with the President of the United States last year......

"Director Wei, that's called a low-key, what a secret meeting," Li Mo said angrily.

I can't use this adjective.