Chapter 90: Sniping Thai Baht Seven Sings on Stage

The economy is inseparable from politics, and the fact that the Asian financial crisis is a battle of the harvest of East Asian countries by European, American or Jewish consortiums is a political event. Pen, fun, pavilion www. biquge。 Info And in the history of Malaysian Prime Minister Mahathir Mohamad, one or two can be glimpsed in his remarks.

On July 22, the day the Malaysian ringgit depreciated sharply, Malaysian Prime Minister Mahathir Mohamad publicly accused Soros of "leading speculators behind the scenes to snipe Southeast Asian currencies in order to prevent ASEAN countries from allowing the military junta Myanmar to join." Mr. Mahathir did not name names, but apparently referred to Mr. Soros, telling reporters: "The freedom to buy and sell money has become a political weapon for a wealthy man to force independent countries to bow to him." We support free trade, but that freedom is being abused. When someone wants to contribute to charity but causes the poor to become poorer, it means that he is showing his love by robbing the poor. ”

And the most important thing is that many politicians in Thailand, Malaysia, Indonesia, and the Philippines have publicly accused Soros of being a fool, and the original words were: "We have worked hard for more than 30 years, and a fool will be buried." ”

Whether Soros wants it or not, he stepped up. Just after Christmas, the news media in Europe and the United States began to be lively.

The reason is that in January 1997, in a speech in his birthplace - Budapest, Hungary, Soros talked about "open society" and advocated "human rights", strongly criticized the military ruling group of Myanmar in Southeast Asia as a brutal dictatorship, and called on investors not to invest in Myanmar and tourists not to travel to Myanmar. I really don't know how the Burmese government, which is far away in Southeast Asia, offended this speculator.

Since then, the "world statesman" has called on ASEAN not to admit Myanmar into ASEAN as a new member of ASEAN.

But at this time, ASEAN countries, especially Malaysia and Thailand, are desperately trying to woo Myanmar to join in order to expand ASEAN's influence, and Soros is very dissatisfied.

In January 1997, when he was slamming Myanmar for joining ASEAN, the Thai stock market fell sharply. The Thai baht began to slide inexplicably, and the Thai currency was hit by speculators.

This is Soros's quantum fund and European and American partners selling blue chips, while borrowing and lending short; The baht is mainly operated by European and American bankers. Of course, Liu Shengqiang also followed Liu Si's instructions and slowly sold the Thai baht in the foreign exchange spot market.

Later, when the world knew that Soros was short the Thai baht, the spokesman of the Quantum Fund actually took out the appeal statement of Soros in January to talk about it, and the people around the world were speechless for a while. Soros, are you an opportunist, not a politician?

January was a lively month, and since the end of the Mexican peso battle in '94, Soros has avoided the media as much as possible, so as not to provoke Mexico too much and encounter accidents. After three years, he Soros finally said to the entire world god: "I, Hu Hansan, are back again!" ”

Soros was the darling of the news section in January '97, and his appearance rate was enough to make the famous Hollywood stars envious and jealous. Liu Sike, who knows history, doesn't have time to watch his performance, and concentrates on the domestic industry.

There is still a shortage of domestic talents, especially those in the position of professional managers. After returning to Hong Kong, Liu Si immediately visited Morgan Parker Consulting and spent a full $1 million to provide more than 20 senior executives from all walks of life in Hong Kong in two days.

After adding a sum of money, Liu Dashao angrily packed up all the more than 20 senior executives and flew directly from Hong Kong to Shanghai.

The changes in Shanghai are really changing with each passing day, and Liu Si, who returned to Shanghai again, clearly felt that there were more vehicles, more high-rise buildings, and wider roads.

Liu Si asked Liu's father to take a group of professional managers and two bodyguards to find a hotel to arrange for everyone to stay, and he himself took a few bodyguards and two cars to go straight to the club in Beigu, Changning, which was his second visit.

"Hu Shao, long time no see!"

"Liu Shao, where have you made your fortune lately?"

"It's not easy for Hu Shao's energy to know, there is a small business in Hangzhou, but unfortunately it hasn't started yet." Liu Si looked around and looked at him suspiciously, "What about Jiang Shao and Wu Shao?" ”

"They're back in Beijing, that ......" Suddenly, he didn't say why, but asked, "It's been a year in Inner Mongolia, what are you going to do?" ”

"Hu Shao, say it!" Combined with history, Liu Si knows who the one in his mouth is, and now he is going to Beijing for the future!

"We are ready to invest 1 billion yuan, how much are you going to invest?"

"Hiss" 1 billion yuan in 96 years is not a small amount, this gang of sons and daughters to make money is indeed the envy of Liu Dashao who is tired and tired of making money, and now he has a deep understanding that it is better to have a good father than to learn mathematics, physics and chemistry well.

"Hu Shaodu has invested 1 billion yuan, and I can't lag behind, little brother, let's invest 1 billion yuan! After all, Tetra Pak lines don't come cheap. "Now that the boys have invested 1 billion, they must have invested very little in less shares, and they can't get it if they invest too much, and finally Liu thought about it and determined the amount of 1 billion.

"So, how does Liu Shao think the equity distribution is appropriate?"

Liu Si is not a fool, he can see that the guy in front of him wants to overwhelm people with power, but he has to bow his head, "I take 35% of the shares, what does Hu Shao think?" ”

"Okay, so be it!"

"Hu Shao, I don't know when the funds need to be in place?"

"As soon as possible! After the Spring Festival at the latest. ”

"Understood, Hu Shao, rest assured, I will hand over the funds to you in a week. By the way, when I came back from Hong Kong this time, I found some professionals over there, does Hu Shao need it? "Anyway, he is not the largest shareholder, and he Liu Si has decided that in addition to dividends and investment, he no longer wants to deal with Mengniu Dairy.

"You bring him to meet my subordinates in a week, and how to arrange it depends on your ability."

……

After the Mengniu matter was negotiated, he rushed to Hangzhou with a large group of former executives of Hong Kong food companies, all of whom were prepared for the establishment of Haoyudian Food Co., Ltd. Zhao Tian's new food product research and development team has researched the delicious biscuit series and herbal tea secret recipes, and only needs to buy production lines, recruit workers and technicians, and form a company structure. Moreover, under the guidance of Goldfinger, the Nongfu Spring mineral water survey team has found a total of 5 water sources suitable for the establishment of factories in Sichuan and Northeast China to produce bottled mineral water.

Food companies have a long way to go, and there are many factories and production lines that need to be established, such as delicious biscuit series, and its bottled and filling series, and Nongfu Spring mineral water.

Of the more than 20 executives brought back from Hong Kong, 17 of them are senior talents related to the production, operation, sales and marketing of food companies, and the rest are technical management and management talents of dairy companies and elite talents in the real estate industry.

Among them, there are only two elite talents in the real estate industry, and they were left in Shanghai together with the technical management and management talents of the dairy company, because Times Real Estate Co., Ltd. is registered in Shanghai.

After dealing with the relevant matters of the delicious food company, Liu Si went to Alibaba Network Technology Co., Ltd. and Dazheng Service Company to go around to understand the situation. Among them, 1688 has been launched, but now the traffic is basically zero, and it is very depressing that no orders have been generated. However, the good news is that there are more than 20 transactions on Alibaba's domestic trade website, which makes Li Haiping and Madrid, who has recently returned from the United States, very excited.

Dazheng service is nothing, the number of employees has increased rapidly, and it has exceeded 200 people, sighing at the same time, Liu Si ordered to suspend the recruitment action of Taizheng Service Company. At the same time, He Huajian, the current person in charge of Dazheng Service, was strictly ordered to work hard to find a way out by himself, instead of blindly waiting for the boss's arrangement.

After a few days in Hangzhou, he rushed back to Shanghai, explained to the Hong Kong executives who had stayed in Shanghai, and after the dividends of Jiante Biotechnology Company in the second half of the year were transferred to the account of Times Real Estate, he exchanged 1 billion yuan in the Shanghai branch of the Central Bank and handed it over to Hu Shao, and hurriedly boarded the plane to Hong Kong.

When I arrived in Singapore on January 13, 1997, just over 10 days before the traditional Chinese New Year. Liu Si was the only one who came to Singapore this time, and Liu's father was sent back to his hometown to accompany his mother for the holidays.

"Boss, the baht has fallen." When Liu Shengqiang and Xu Gang came to the airport to pick them up, Liu Shengqiang couldn't help but be excited.

"Oh, how much did it fall?"

“25・4。”

"Well, it's not bad." Liu Si said lightly, obviously not interested in this, "Can you tell me how many positions we have obtained so far?" ”

"$13.9 billion position. Among them, the Thai baht is 3.6 billion US dollars, the rupiah is 2.4 billion US dollars, the peso is 3.1 billion US dollars, the ringgit is 2.8 billion US dollars, and the new Taiwan dollar and the Korean won have been listening to you, and they have not increased their positions, each of which is a position of 1 billion US dollars. Liu Shengqiang said one exciting number after another without thinking.

"Well, how's the baht selling?"

"Thailand has a lot of arbitrage, and the Thai baht has fallen again, so I don't dare to throw too much. Only 4 billion baht has been sold so far. "The Thai baht has fallen so badly, and he Liu Shengqiang really doesn't dare to call the shots.

"Throw it away, my bottom line is 26 baht to 1 dollar." After thinking about it, I thought about giving Liu Shengqiang a standard, otherwise it would be really difficult to control.

While Liu Si was discussing shorting the Thai baht, quantum funds led by Soros, including Tiger Fund, most investment banks on Wall Street, and private equity funds were discussing shorting the Thai stock market.

People who sit in the stock market know that if you want to speculate on stocks, the best way is to speculate on a sector, because the same sector often has a very strong similarity and linkage, and the fluctuation of one of the stocks often brings similar volatility to other stocks in the same sector.

Soros is different, and the general plate they hype is called the Southeast Asian concept plate. When a small country is attacked, and the modern media disseminates information very quickly and strongly, then investors in other countries will be very afraid of similar situations in their own countries, especially the stock market crash, which will spread very quickly and strongly.

There is a saying in China: good things don't go out, bad things spread thousands of miles.

Therefore, the initial target of currency attackers is Thailand, the Philippines, and even Malaysia, the reason is that these countries are relatively "small-cap" stocks, which are relatively easy to leverage, and the amount of money spent is relatively small, and after the "small-cap stocks" are defeated, the confidence of "large-cap stocks" will also collapse.

In Soros's pound war, the first gap to open is the Italian lira, because the Italian lira can't withstand the toss at all, and then the pound.

In the order of attacks on Southeast Asia, Soros adopted a strategy from small to large, from weak to strong, avoiding the real and attacking the weak, and breaking through each one. So, Thailand, Soros is coming!