April passed, Liu Si was very relieved, carefully arranged the Asian financial crisis, and finally spent nearly 5 months of layout, he didn't want to fall short, and more importantly, Tenet's old guy finally agreed to Liu Dashao's entry ticket to participate in this feast on behalf of Uncle Sam. Pen, fun, and www.biquge.info

In the last days of April, the position in the foreign exchange futures market has not increased or even prepared to decrease, after Luo Zhijie's middlemanship, Liu Si finally got the ticket to participate in the Southeast Asian feast, and no longer has to worry about the risk of being manipulated by European and American consortiums to call for margin and liquidate his position.

Entering May, the whole market is under dark clouds, the Thai stock market is falling, the Thai stock index has fallen below 600 points, and the gold acquired in the early stage has long been sold out of European and American speculators, funds, consortia, investment banks are ready to formally withdraw from Thailand.

Thailand's unfunded stock market is still plummeting after the government poured nearly a trillion baht to stabilize the market. The Thai stock index is at most a few dozen points a day, and at least a dozen points of brushing down, and there is no accurate answer to whether the follow-up government's more than 100 billion funds will be bailed out.

Not only that, because Soros has advocated the problems of the Southeast Asian economy in the news media, international funds that have long been familiar with the routine of the quantum fund are more or less hundreds of millions or billions of dollars a day in the Thai baht foreign exchange spot and futures markets. However, at the beginning of May 1, the foreign exchange market turned around, and the exchange rate of the Thai baht against the US dollar appreciated rapidly from 26 to 42:1 to 26 to 3:1 and 26 to 2:1...... 25・5:1……

The reversal of the exchange rate of the Thai baht against the US dollar has caused some underfunded speculators to suffer heavy losses. At the beginning of May, European and American speculators quickly withdrew their investment, and the Thai government also vigorously used the original foreign exchange inventory and borrowed foreign exchange to stabilize the exchange rate. Therefore, the entire Southeast Asian financial market has changed from the original clear situation to an unknown form, so that some undetermined international investors without background have suffered heavy losses at the beginning of this feast, adding a lot of delicacies to this feast.

Liu Si has always suspected that the Thai government has fucking acted with European and American speculators and consortia, and it has long been not interfering in the market and cooperating when foreign capital is withdrawn.

Of course, Thailand has nothing to do with him, and the behavior of the top level of the Thai government is indeed shameless, so what does it matter? Liu Si agreed with both hands to the actions of Thailand's top brass in response to this move.

Liu Si was able to participate in this Asian feast, and he was also a little sorry for the country in a sense. The reason why he was able to participate in this meal of the Four Little Tigers and the Four Little Dragons in Asia was because when he was bargaining with the old guy in Tenet, he bluntly said that if he wanted to kick himself out, then Liu Dashao would bring the polar bear and the mainland into the feast, and detonate the Southeast Asian gunpowder bag in advance.

The old fellow Tenet may not understand the meaning of this act, but there is no shortage of economic advisers under President Clinton in the White House, and the White House, who understands the seriousness, ordered that the yellow-skinned monkey be allowed to join in the feast of eating Southeast Asia.

If you really want to detonate the Asian financial crisis, you don't need to wait until July, even if it is now, it is completely possible, but unfortunately Uncle Sam has played a big game of chess. Not only is it preparing to harvest the Four Tigers, the Four Dragons and Japan in Southeast Asia, but most importantly, this game of chess is aimed at the continent and the polar bear.

June 30, 1997 was the day when Hong Kong officially returned to the mainland, and if the Asian financial crisis had been triggered in May, then it would not have been possible to use the opportunity of the Asian financial crisis to influence Hong Kong and use public opinion to make European and American capital enter the mainland's capital market. Later, China Construction Bank, Industrial and Commercial Bank of China and other large state-controlled banks attracted foreign capital to become shareholders, so why did that? The Hong Kong crisis in October '97 laid the groundwork for this!

For polar bears, the same is true. Russia has been running a fiscal deficit since 1992, and because the government has made up for it by issuing government bonds, borrowing foreign debt, delaying payments, and other so-called "soft deficits", and the fact that debt interest payments are not included in budget expenditures, the announced fiscal deficit is not high (except for the 1994 deficit of 10% of GDP). Except for 7%, the rest of the years are in 3%~4. 6%); The public does not know much about the actual severity of the disease (the actual level is between 8%~10%). In 1998, when large sums of debts were due one after another, arrears needed to be repaid, and the new government had to undertake the task of repaying the debts, and the responsibility was heavy, so the grim situation of the financial debt crisis was announced.

This is a rare opportunity, and it is possible to take this opportunity to obtain financial control of the other two large countries at once, and it is even possible to take this opportunity to obtain financial control of the two large countries.

With the participation of the two major powers of Liu Sila Continent and Polar Bear, Uncle Sam's colonial economic policy cannot be implemented. First, the participation of the two major powers will seriously share the interests of European and American capital, and the two major powers that have obtained a large amount of capital can give back to the current domestic predicament, and it is certainly impossible for European and American capital to take advantage of the fire and rob; Secondly, the participation of the two major powers to detonate the Southeast Asian financial crisis in advance, and the timing of the return date of Hong Kong and the polar bear debt crisis is not quite right.

As the sun sets and the sky of Bangkok fills with a sense of desolation, it echoes the depressed streets of Bangkok, telling the economic downturn of Thailand and the hardships of people's lives.

An old man with white hair was accompanied by two men in black suits, watching everything that was so depressed. The old fellow, James Rogers, graduated from Yale University and Oxford University, and co-founded the Quantum Fund with Soros in 1970. The Quantum Fund has had an average annual return of more than 50% for ten consecutive years. In 1980, at the age of 37, Rogers withdrew from the Quantum Fund.

Although news media reported that Rogers had withdrawn from the Quantum Fund, he was still an important partner in the Quantum Fund, still holding a large portion of the shares in the Quantum Fund, which was well over 10%.

In 1984, the Austrian stock market; Black Monday, 1987; 1989, Japanese stock market; the 1992 sterling crisis; The 1994 Mexican Crisis...... and so on, the traces of Rogers and the Quantum Fund can be seen. And in these opportunities, Rogers has always acted as a pioneer, personally visiting the field in Austria, where the incident occurred, and being responsible for meticulous investigation and research.

Soros's sensitive identity made it impossible for him to come directly to the front line, so Rogers came to Thailand on behalf of Soros to inspect and command the battle.

From Portugal, Austria and Germany to Singapore and Brazil, Rogers' investment style of "betting on the country" is vividly exemplified. In order to succeed in international investment activities, James Rogers enjoys traveling around the world, visiting the world, experiencing new things and meeting new people. He sees these as one of the most straightforward ways to understand the dynamics of the securities market.

This time he came to Thailand, he did not come as a partner of Quantum Fund, but only as a tourist friend, so Rogers did not make a big splash. On the side of the road at Bangkok Airport, seeing a fruit stand with green watermelons on it, some thirsty Rogers was eager to taste the taste of off-season fruits in Southeast Asia for Europe and the United States, and by the way, he could also get some really useful information from these civilians.

"Sir, let's have a watermelon, it's guaranteed to be sweet and crunchy." As Rogers wandered to a stall on the side of the road, the stall owner next to him was untimely in his produce.

Rogerston was stunned for a moment, then looked at the stall owner who had suddenly spoken. This is the entrance to Bangkok's airport, and it is just when several flights have just landed at the airport, and people are coming and going. The sudden sound of a tuk-wheeler, the honking of a car, the sound of people talking, a cacophony of voices mixed together, making Rogers unsure that the stall owner was talking to him.

"Watermelon!" When the stall owner saw Rogers looking over, he showed a flattering smile on his face, quickly held up a watermelon, said an English watermelon in a blunt tone, and then a series of Thai Chinese dialects appeared.

Now Rogers understood, he looked up at the sunset that reflected half of the sky, waved his hand to wipe the sweat on his forehead, and muttered in a low voice: "It's really hot here." ”

Thailand is located near the equator and has a hot climate all year round, and it is even hotter in May again. The hot summer months were unaccustomed to Rogers from New York, so he subconsciously complained. But when the afterglow of his eyes then swept to the two guards behind him, he couldn't help but feel a little guilty in his heart, these two guards had followed him for many years, and there was no green area in front of the Bangkok airport at the moment, only a spectacular parking lot, so the sun was shining directly on his group of three.

"One!" Rogers first said to the stall owner, then remembered that the other party might not understand what he said, and raised a finger again, "This is the money for you." He pulled out a $10 bill.

The stall owner was overjoyed, and hurriedly took a bag of watermelons, and while handing it to Rogers, he took the banknote in his hand, flicked it casually, and put it under his nose to smell the scent of ink, and after confirming that it was a genuine bill, he reached into the satchel on his waist and fumbled for it.

?“ Keep the change for yourself. Rogers took the watermelon, weighed it, and then handed the black suit behind him, and then said to the stall owner who was still busy.

The stall owner apparently didn't understand what Rogers was saying, and still looked down on his own for change. When he finally scraped together enough change, he looked up and found that the customer who had just bought the watermelon had already walked more than ten meters away, so he hurriedly caught up, grabbed the customer just now, and stuffed a handful of Thai baht into his hand.

?“ ......" Rogers was speechless for a while, looking at the messy baht in his hand, he suddenly felt a little helpless, these currencies will soon depreciate rapidly, although they are not worthless, but they will not be as strong as today. What is the use of all this money?

Rogers doesn't want to deal with the deal behind this Southeast Asian affair, he just needs to do his own thing. Therefore, after getting into the car arranged by the Thai government, I closed my eyes and thought about how to talk and deal with the scene of meeting the monkeys later.

Rogers' identity is unknown to ordinary people, but a government is not unaware. To this end, the Bank of Thailand sent a deputy governor to receive them, and the two sides engaged in a seemingly open and frank conversation.

During the conversation, Rogers bluntly pointed out that there are various problems in Thailand's economy, on the one hand, if the government is determined to protect the currency exchange rate, it must maintain high interest rates to attract sufficient funds; On the other hand, Thailand's large deficit in the international trade account and the instability of the banking system make currency depreciation and lower interest rates more attractive, so Thailand must strike a balance between the two, otherwise it will fall into a more dangerous situation.