Chapter 102: Wai Wei to Save Zhao?
"What?"
Ma Jiarui listened to Zhong Shi's words, his face turned pale with fright, and he sweated like pulp, if he hadn't held on to the desk, he would have almost sat on the ground.
"That's not all? Do you want to know how much shock their attack on the Hong Kong dollar has brought to the Hong Kong financial market? If we come here a few more times, I'm afraid the whole of Hong Kong will collapse! Ma Jiarui said with a bitter face and a dejected face.
Although all this happening in the capital market basically does not pose any threat to the livelihood of the employees of Tianyu Fund, there are many people around them who have been affected to varying degrees due to the crazy decline of the stock market. Not to mention anything else, let's just say that the market price per square foot of Ma Jiarui's second house has dropped by 20%, which makes him start to consider whether to continue to supply this house recently.
Contrary to Ma Jiarui, Ren Ruowei only shrugged his shoulders slightly after listening to Zhong Shi's words, looking very disapproving, and there was a faint look of excitement in his eyes. It is clear that he is very interested in this kind of skyrocketing market, because uncertainty means opportunities to make profits.
Compared with Ma Jiarui's performance of "worrying about the country and the people", Ren Ruowei is an investor with a high degree of professionalism.
Zhong Shi waved his hand, signaling that Ma Jiarui did not need to continue to be hypocritical, and said: "These are not decisions that I can control, if possible, you can fly to New York, interview those hedge fund managers, and educate them deeply, it is best to make them realize how much harm their speculation has caused to the people in Southeast Asia, and let them stop and donate their profits at the same time." This is undoubtedly a good deed of immeasurable merit! ”
With Ren Ruowei's "poof" laughter, Ma Jiarui's face immediately fell, of course he knew that all this was legal speculation, even if high-ranking officials and dignitaries frequently came out to stand on the platform, but the regulatory authorities of the capital market had no way to do all this.
It should be noted that even though there are countless conspiracy theories in later generations (in fact, it may indeed be a conspiracy), the real fatal reason is as Soros said, "flies don't bite eggs", that is, the economies of these countries went wrong first, and then there were a series of attacks in the market.
As for the reasons for the economic problems (the strengthening of the yen, the forced opening of the capital account, etc.), there is very little discussion about them. More of the blame comes down to the speculative behavior of international speculators. Because of the factors that really cause problems in the economies of these countries. It is necessary to involve political and economic operating mechanisms and other reasons. If we want to dig deeper, the leaders of Southeast Asian countries will undoubtedly slap themselves, not only in the slap in the face, but also in the face of their predecessors and predecessors.
So. can only scold these "shameless" international speculators. Especially hedge funds.
Ma Jiarui naturally can't do such a thing. Because he is a member of the international speculators, he has contributed a lot in the process of shorting the Thai baht and the Philippine peso, and he can't do anything to slap himself.
saw Ma Jiarui's red face. Zhong Shi also smiled and said: "According to my judgment, international speculators will not be staring at Hong Kong for at least a while, so as to leave a lot of respite for Hong Kong's capital market." ”
"How do you know the way?"
This time, Ma Jiarui and Ren Ruowei shouted in unison. Ma Jiarui was surprised, while Ren Ruowei was puzzled, it was obvious that both of them were strongly skeptical of Zhong Shi's judgment.
This is not difficult to understand, in three trading days, Hong Kong stocks have plummeted to more than 1,000 points for two days, which is simply the plot of the "stock market crash". After today's trading, the market is pessimistic, and even the researchers of Tianyu Fund are pessimistic about the prospects of Hong Kong stocks. Although Ren Ruowei and Ma Jiarui are not as pessimistic as them, they will definitely not be optimistic.
Therefore, when Zhong Shi said that the international speculators were likely to retreat, the two of them did not believe it, and they had a rare tacit understanding.
"They don't retreat? We can create an opportunity for them to retreat! ”
Zhong Shi squeezed his eyes, smiled strangely at Ma and Ren, and then said: "If there are major fluctuations in other currency markets, or if the Hong Kong market rebounds strongly, international speculators will naturally not pay attention to the Hong Kong market." In fact, the valuation of Hong Kong stocks is now low, and in this case, the retreat of international speculators has become inevitable. Didn't you see the volume of HSI futures today? It is almost twice as high as usual, which indicates that international speculators have begun to close their positions. ”
Ma Jiarui and Ren Ruowei glanced at each other, nodded in unison, they also noticed the abnormal situation of the Hang Seng Index futures market today, and originally thought that the sharp fluctuations in Hong Kong stocks caused the trading volume to skyrocket, but now it seems that there may be other hidden secrets.
However, they soon turned their attention to another sentence that Zhong Shi said, "If there are significant fluctuations in other currency markets", which made their eyes light up, but then they thought about the performance of several Asian currency markets recently, several currencies are relatively sluggish, but there are no so-called "major fluctuations", which makes them a little puzzled.
Ren Ruowei's temperament was a little more impatient than Ma Jiarui, and he first asked calmly: "Zhong Sheng, the currencies in the Asian currency market have not appeared in the situation you said recently, is your judgment a little ......" He didn't say the following words, but the implication of the words was clear to several people present.
Zhong Shi glanced at Ren Ruowei helplessly, and reprimanded in a low and somewhat helpless tone: "It's really speechless, because you have been with me for so long, don't you even see this little trick?" Chris, do you think the same way? ”
Although he heard that Zhong Shi's words had a lot of hatred for iron and steel, Ma Jiarui still nodded in agreement after tilting his head and thinking for a long time, which made Zhong Shi almost jump.
"You two, it's really rotten wood that can't be carved!" Zhong Shi slapped the table, shook his head and sighed, "Since there isn't one, then let's make one, what a simple thing!" You don't think of yourself as an insider at all, you must know that we are also one of the speculators in the currency market, and we are a speculator with a lot of weight! ”
Hearing this, Ma Jiarui and Ren Ruowei still didn't understand anything, and the old faces of the two of them immediately turned red with shame. Because they did not short the Hong Kong dollar, their thinking was fixed on the role of mere spectators, and once they were out of the scope of the Hong Kong dollar, they naturally became the "heinous" international speculators in the mouths of other countries.
Thinking that Zhong Shi went to South Korea for no reason some time ago, although there was no follow-up, Ma Jiarui vaguely noticed that Zhong Shi's trip was definitely not without purpose, and then thought of what is now called "major fluctuations in the currency market", Ma Jiarui immediately thought of a possibility and blurted out: "Han won, the next target is Han won, we short Han won!" ”
As soon as he shouted like this, Ren Ruowei immediately understood. Having said that, the activities of shorting the won were all carried out under the command of Ren Ruowei, and it was really unforgivable that he made the mistake of "going black under the lights" at this time.
Seeing that the two right-hand men understood their intentions, Jong Seok stopped going around in circles and said, "Since you all understand, then I will clearly tell you that the next target is the Korean currency." After our research some time ago, we found that there are big problems in South Korea's economy, and even if the Bank of Korea intervenes to protect the won, this kind of problem will not help at all. Wait and see, this time the won is bound to depreciate significantly, no less violently than currencies such as the Thai baht. If there is volatility in the won market, then international investors will definitely turn their heads to attack the won market on a large scale, so that the pressure on the Hong Kong dollar will be much less, even if their focus is not on the Hong Kong dollar. ”
At this time, the value of the Hong Kong dollar is unprecedentedly high, and there is no danger of depreciation in the short term, and the focus is not on the Hong Kong dollar, but on the Hong Kong stock market and the Hang Seng Index. In this way, when the large-scale withdrawal of international travel capital, the stone that pressed on Hong Kong's capital market was put down.
The interpretation of this trick in the art of war is called "encircling Wei to save Zhao", although it is somewhat inappropriate, but for the current Hong Kong market, it does need a bigger turmoil to divert the attention of international investors from Hong Kong.
Ma Jiarui and Ren Ruowei naturally have no doubt about this, one hopes that the Hong Kong stock market can recover as soon as possible, and the other is afraid that the world will not be chaotic, and the two have reached a high degree of unity on this issue.
"Okay, now that we're done talking, let's go out and see how the children's income is!" Zhong Shi saw that the two of them didn't speak for a long time, and he knew a little in his heart. Although he didn't need to ask for their opinions on shorting the won, if the two could work together and fight in secret, it would naturally be the most in line with his mind, so there was such a seemingly casual, but actually deliberately arranged conversation.
Now that the words have been said and the goal has been achieved, Zhong Shi naturally will not continue to dwell on this issue, but instead ask about the earnings of other analysts.
Hearing the word "child", Ma Jiarui and Ren Ruowei looked at each other and smiled, with helpless expressions on their faces, and followed Zhong Shi out of the office. When it comes to children, Zhong Shi, the youngest here, is a "little friend", but who dares to really regard him as a "little friend"?
Before the advent of this wave of Hong Kong stock plunge, Zhong Shi had relevant hints, and analysts had done their homework, some shorted HSI futures, some bought short options, and some bought Hong Kong stock put warrants, in short, there are many ways to invest, and most people are shorting.
Seeing Zhong Shi, Ma and Ren walking out, the analysts' arguments about today's market were a little lower, and they understood that the bigwigs had something to say. Sure enough, Zhong Shi stood on a trading table, pressed his arms twice, and said loudly: "Guys, the Hong Kong stock market has fluctuated violently again today, how are your returns?" ”
There was a commotion below! (To be continued......)
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