Yan Jing, China Construction Bank (CCB) Remittance and Savings Department. Pen | fun | pavilion www. ｂｉｑｕｇｅ。 ｉｎｆｏ

"In terms of information gathering, how can we lose to the Thunder?" Zhao Weihua thought to herself: "No matter which direction, the information we get is to cut interest rates, but other than that, Thailand must control the inflation rate, which is another business." ”

"In the end, our central bank will definitely have to contact the Thai side, which has been trying to promote the ASEAN exchange project, maybe ......"

"There are too many variables in the Asia-Pacific market, and the domestic market is promoting financial market while strengthening supervision, and now even the business of the restructuring of foreign exchange and savings has begun to let Thunder enter the market, that is to say, the top really hopes to let Chinese institutions strengthen ties and go out!"

"Thunder has the top strength in market operation, but in addition to this, regardless of information collection, channel resources, institutional magnitude, and influence on fundamentals...... It is all state-owned institutions that have the upper hand, and cooperation is inevitable, but it is also clear who listens to whom. ”

"That is, Lei Hao is qualified to fight for the right to speak." Thinking about it in the end, Zhao Weihua had indescribable feelings in his heart.

As a Chinese-funded private financial institution, favored by the central bank, directly involved in the business related to the restructuring of foreign exchange and reserves, the financial tycoon who has been in the business for two years dares to ask for more voice from state-owned institutions, regardless of success or failure, which is a miracle in itself.

From a personal point of view, Zhao Weihua admires Lei Hao, and even has a trace of admiration, but from the perspective of CCB itself, it is impossible for Zhao Weihua to let go of the opportunity to teach Lei Ting a lesson.

CCB is powerful, but he is also proud, they have collected a lot of information, whether it is the central bank of China and Thailand, or other large institutions, they have channels, even the documents of the financial management committee of Kunyu, Zhao Weihua has "read", they have come to a conclusion, and believe that this conclusion is correct.

However......

"This group of state-owned institutions is too stiff, they don't understand it at all," Lei Hao sat in his office in Shanghai, but he didn't know whether to smile bitterly or ridicule on his face: "How can there be an institution in the financial circle that can be absolutely trusted?" Even if it is a partner organization, their attitude can change at any time. ”

Chinese-funded state-owned financial institutions are like a strange flower many times, and there is a reason why they are too powerful.

China's four major banks are all of the world's top 500, and they are ranked very high, and ICBC is known as the Bank of the Universe, with such a strong strength, but they do not have the pressure of ordinary financial institutions.

Make hay? That's a sure thing, for the big four banks, they can make money lying down, so their ultimate goal is not to make money, but to achieve political results, and some behaviors are very strange.

Over time, in China, it is good to say that the big four banks can win with their eyes closed, and in the international market, as long as they cooperate with the four major banks and other Chinese-funded state-owned financial institutions, they have learned a trick: talk nonsense with their eyes open.

Just like this time, almost all the feedback information that CCB got was the content of the interest rate cut.

The reason is very simple, if the interest rate is really cut, CCB is the perfect help, and they will not invest too much money because of this, if not, then CCB is the perfect pick-up man, after everyone eats and wipes clean, they will say that their analysis is wrong, but you have taken it, what else can you say?

No matter how shrewd a practitioner is, all you receive all day long is information from your cheating father, and you can still make rational judgments, then you, like Lei Hao, are people with information about the future.

So it's normal for Zhao Weihua to make mistakes, he has the ability and courage, but he was dragged down by the strength of the practitioners, and he got a lot of information about the cheats, so he felt that it was imperative to cut interest rates, and then Thailand would have the means to curb the excessively high inflation rate, and then he took this as a conclusion and made a layout.

It's December 21st, Thursday, and Thailand, a small market, has attracted a lot of attention, because there is nothing to do at the end of the year, and they make a little news, which is indeed a strange flower in the market.

In the case of a good economy, if you want to cut interest rates, in fact, in addition to the thunder, there are also some institutions that are also short selling at a high level, hedging with the "stupid" forces who are long, and in the eyes of bullish institutions, short institutions are actually fools.

However, around noon.

Before the confirmation of the information was announced, the Thai stock index suddenly saw a large number of selling, quickly breaking through the 5-day moving average, turning down, and storming the 10-day moving average, which was lost in just a few minutes, and the 20-day moving average was under great pressure.

"The SET index is down!" In Bangkok, inside the Thunder Branch, Su Yongyan almost bit his tongue: "GOOD!" It's good to fall! It's good to fall! ”

The SET index has been spilled down, and the meaning of the representative is obvious, the Bank of Thailand's intention to implement interest rate cuts has been blocked, and the Financial Supervisory Commission has taken the lead and released signals in advance, so that all capital forces have bowed their heads and compromised.

The next time I want to find such an opportunity, I don't know when it will be.

Thailand's Monetary Authority appeared and said that the market was well funded and liquid, and after meeting with the central bank to study it, they decided to postpone the pace of interest rate cuts, and the SET index instantly fell below the 20-day moving average.

Along with the stock market, there is also the bond market, if interest rates are not cut, the money is still the value it was before, and the price of bonds will definitely fall.

In other words, not only did CCB not earn a 20-point spread, but according to the investment income ratio, they had to lose money.

"Damn, Thai bald deceived us!" Yanjing, Zhao Weihua has a feeling of beeping a dog.

The interest rate cut that was said to be good will definitely be promoted? Is this special point that interest rate cuts will definitely be promoted? The most pitiful thing is, the Financial Supervisory Commission, you give me a rough face, and you say that you want to inject more money into the market?

CCB, the foreign exchange savings business department, there was a period of silence, and everyone felt a pain in their faces.

To be precise, CCB is one of the world's top 500 companies, sitting on the Chinese market, with a huge capital flow, backed by the Central Bank of China, or a Chinese-funded state-owned enterprise, all kinds of resources can be used at will, and then ...... Got a heel.

Although this is only one of the thousands of heels planted by CCB, the familiar taste carries a familiar pain, and this time, there is a thunderbolt watching from the side, and there are Chinese-funded private institutions covering their mouths and laughing.

It's unbearable, but what if you can't bear it? Zhao Weihua couldn't find a way.

The volume is too large, which means that it is too difficult to adjust the general direction, and you can't just leave the peaches and withdraw funds from the Thai market because of a loss of millions of dollars.

"If you don't have three, two, three, don't go to Liangshan."

"The funniest thing is that they've always had the initiative."

"It's still Thunder reliable."

Yanjing, there are various voices within the central bank that are concerned about this matter, they are also dissatisfied with the stiffness of state-owned enterprises, this time seeing CCB being educated by Lei Hao, Wang Huachen and others are a little crying and laughing, but they are more determined to promote the idea of financial marketization.

The magnitude of the state-owned financial institutions is too large, and if they are not allowed to withstand the test of the market, the magnitude will be even greater in the future, and if something happens, it will be too bad.

"Give the documents directly to Lei Ting, and let them directly establish a stable communication channel with the Reserve Management Department of the State Administration of Foreign Exchange." Wang Huachen shook his head, thinking of the recent actions of the country, but his heart was a little bitter, "I hope we will not be sinners of history, but holding a large number of dollars is to reduce the holding of dollars!" ”

Shanghai, Thunder.

Lei Hao sat in the office, and when the situation stabilized, he finished handling things and began to skip work.

That night, when he was flipping through the future information as usual, Lei Hao saw a message with a huge time span.

"A big depreciation of the dollar? May? It's not New Year's Day yet. After seeing this message, Lei Hao was dumbfounded.