"Ray, these are nothing, what you need, as long as HSBC has it, everything is negotiable. Pen, fun, pavilion www. biquge。 Sitting in the office, Lei Hao listened to Mark's nonsense over there: "Although I am personally quite optimistic about the future market of Thai government bonds, it is still the same sentence, what you need, HSBC can give it." ”

Mark opened his eyes over there and said nonsense, Lei Hao heard goosebumps popping up, but the mall is like this, he still has to pinch his nose to recognize this favor, and by the way, he has to give the corresponding chips to replace: "Thunder will start to close positions in South Korea, you can tell David that those chips will be taken as a gift from me to him for promotion." ”

"GOOD, Lei, friends just want to help each other, you need to close the exposure, we need to widen the exposure, we can benefit each other......" Mark continued to talk nonsense, in fact, he had already complained in his heart that Lei Hao used the Korean market to exchange short chips for Thai government bonds.

The KOSPI index has fallen all the way and has a tendency to slide into the bottomless abyss, but it will always bottom, and the Thunder's position is too heavy, and it must choose a range to close the position, but other institutions have very little exposure, and their range is much smaller than that of the Thunder, so the Thunder's chips are very popular.

If you want to close the short position between 2350-2250, I only need to short it between 2300-2275, then your thunder buying behavior at 2350-2300 just hedges against my short selling behavior, and everyone can cooperate.

Of course, the Thunder doesn't want to concentrate their chips in the hands of big institutions, which will affect the Thunder's liquidation work, but if it is exchanged for some Thai government bonds that he desperately needs, it is acceptable.

And this is also the difference between Thunder and CCB, they are financial groups, CCB is a state-owned bank, where did the bank get those chips to replace Thai government bonds?

In China, in the field of foreign exchange and savings business, CCB occupies a dominant position, and from the perspective of the diversity of chips, the thunder crushes CCB.

Another angle is the particularity of the Thai market, Thunder dragged Goldman Sachs and other North American institutions into the quagmire of the South Korean market, and then got 200 billion baht of currency, slapping Siam Financial Group by the way, and the current Thai market is a bit lively.

A number of institutions have begun to make defensive adjustments because of the lack of liquidity and the knock on the Korean market, and the behavior of withdrawing funds from the market has also been one after another, and the bond market can still stabilize, but other markets have begun to fluctuate downward, but everyone knows that this is an abnormal move.

Therefore, in the view of the institution, the shock and downward impact of the Thai market at this time is temporary, and the market outlook has not been off the track.

In this case, although the Thai government bond market is the most stable, it is the least attractive, and everyone does not dare to sell a lot of bonds, because the core value has not been depreciated, and the situation has not been embarrassing.

The small adjustment of the structure of the central bank of China's foreign exchange and reserve is inevitably not as strong as the Thai side, and it also sees that the right time has appeared.

However, there is another problem that is not understood.

"Why did Lei Hao take the bond so quickly?" Zhao Weihua didn't understand this matter very much, although he didn't know the additional cost paid by Lei Hao to quickly build a position, but he was very sure of the existence of the additional cost.

So why are you doing this? Bullish on Thai government bonds? It's a bit too far-fetched, they didn't receive the information from the big enterprises, why are you thundering.

In addition, the activity of other markets will lead to a corresponding slump in the bond market, which is one of the reasons why the market is active and bond interest rates are bound to rise.

Buying Thailand, releasing funds, injecting funds into the Thai market, the market is improving, interest rates are getting higher, and the original bond prices are bearish, which is the operating rule in recent times.

"Or is Thunder going to reduce their positions first, and then use these chips to earn back the spread through buying and selling?"

"That's not right, for the same money, the Thunder must have made more money elsewhere, so why use it to buy bonds?"

Zhao Weihua's mind exploded when he thought about it, he wanted to take Lei Hao's actions as stupid, but Lei Hao's report card with a halo was placed there, so that no one dared to look down on Lei Hao now.

The fact is that Lei Hao is buying Tuoxiang now, and some people will analyze whether it is a piece of dragon dung.

"Forget it, don't think about it, anyway, the initiative is with me." Zhao Weihua thought very confidently.

Shanghai, Thunder, Lei Hao's office.

"If the market is obviously improving, CCB will definitely exercise its rights and take away the corresponding profits, so in my opinion," Xia Yibei looked at Lei Hao, gritted his teeth and said: "If it is possible, it is best for Mr. Lei to let the good appear in the trading hours of the market." ”

"Actually, it's fun to be in non-trading hours, isn't it?" With a playful smile on his face, Lei Hao joked with Xia Yibei: "I don't believe that CCB dares to exercise power directly, they think too much." ”

"But it's also a risk." Xia Yibei was a little helpless.

"They don't have a chance." Lei Hao waved his hand and said, "What I need you to do is to keep trading and try to get some spreads, and it is best to make the CCB side look red." ”

"That's fine." After Xia Yibei finished speaking, he glanced at Lei Hao and added cautiously: "As long as there is no mistake in the documents of the research and analysis department and the direction is determined, the fixed income department will not let Mr. Lei down." ”

"Okay, the price of Thai government bonds will rise, we can let it rise, and the flowers in the greenhouse of the CCB dare not jump out to exercise their rights in the early stage." Lei Hao shook his head, changed the topic, and the direction given by the Research and Analysis Department? That's what he pointed out.

The market generally believes that the Thai bond market is stabilizing, shrinking, and bearish, but the financial market has never been 100% certain. What's more, he is not a small retail investor now, he is a financial predator who affects the fundamental information of the Thai financial market.

On December 14, Thunder quickly completed the task of building a position of 20 billion baht in the Thai government bond market, and then increased the position, artificially raising the index, and a group of people around him were a little dumbfounded.

But the amount of the bond market is too small, even if the thunder raises the price, in fact, it will not get much floating chips, even if it gets more floating chips, Lei Hao said that the total scale of tens of billions of dollars in the Thai government bond market, he dared to go sideways with his eyes closed.

Thunder's approach, on the contrary, has an artificial, temporary phenomenon of smoothing out the spread, under the pressure of selling, artificially inflating the price index, CCB is stupid to exercise the option.

However, the next day, Friday, December 15, the Bank of Thailand said that it would hold a meeting on whether to lower the benchmark interest rate, which directly made many people dumbfounded.

At this point in time, you cut interest rates? You're kidding, aren't you? The Thai market is not out of money now, and the market is eager to get loans from banks, and you still cut interest rates? Do you have too much money and nowhere to spend it?

The answer is, indeed, if you speculate about the Thai market based on the criteria of mature markets, you are too young, too simple Tucson is broken.

The corruption in some areas of the Buddha country is absolutely beyond imagination, and even fools can see that borrowing money from the bank to invest is a sure thing, so can the group of vampires in Thailand not know?

Now that you know, you must make some small moves.

For the bond market, the problem is extremely serious, and it stands to reason that bank interest rates have fallen and bond prices have risen, but this time it is different.

"Lei Hao won't even be accurate about this, right?" Zhao Weihua suddenly realized that the market conditions he faced could be very complicated.