Chapter 32 The Logic of Investment

"What are you going to do?"

Liao Chengde was stunned and couldn't help but ask. Before he could recover from Zhong Shi's dazzling operation, he was a little confused when he suddenly heard Zhong Shi ask.

"The 20 million, do you plan to put it in my portfolio to make money, or do you want to pay it back to you next year?"

"Weishenme, wait for next year?"

Liao Chengde was surprised in his heart, and understood that Zhong Shi must have another plan to make money. His head couldn't help but open again, and he secretly thought that as long as it wasn't such a high-risk investment, he would plug in his legs.

For high-risk investment varieties such as futures and options, although Liao Chengde covets its terrifying returns, he has no intention of getting involved in them. He saved half his life, and he barely had a net worth of tens of millions, but he didn't want to disappear overnight.

"It's a secret, but if you have any ideas, I don't mind if you get a piece of the action!"

Zhong Shi scratched his head, and couldn't help but wonder a little. As for the way to make money next year, it is estimated that Liao Chengde will not be able to accept it at that time.

"Uh...... In that case, I'd better get the capital back next year! ”

Seeing Zhong Shi talking hesitantly, Liao Chengde knew a little in his heart, it must be the way to make money in Zhong Shi's heart, and it was the kind that he couldn't accept, so he had this expression.

"Okay, I'll show you a way to make money! The kind that makes money without losing money is to invest in the Japanese stock market! ”

Zhong Shi didn't insist, and as soon as he rolled his eyes, he said something that surprised everyone present.

"What? Do you want to make a profit or not? ”

"And this way of investing?"

……

Listening to Zhong Shi's words, everyone was surprised, they are not rookies in investment, and naturally know that there is no such thing as winning investment. Now listening to what Zhong Shi said, it seems that there is a business that makes sure that there is no loss, how can they not be surprised!

If Zhong Shi hadn't made a lot of money under everyone's noses, they would have driven him out like a god stick a long time ago.

"Liao Sheng, how much balance do you have now? Oh, by the way, the 20 million loan will be divided equally between us and I'll pay off the money myself next year, 5 million to repay the previous debt, and the other 5 million will be the dividends you support me this time. ”

Zhong Shi didn't explain, so he and Liao Chengde cleaned up the battlefield.

Now he has invested 80 million in the options market, including 20 million from Liao Chengde, plus 20 million borrowed in the name of Liao Chengde, a total of 40 million Hong Kong dollars owed to Liao Chengde. When he says this now, he undoubtedly gave Liao Chengde 25 million for nothing.

As soon as Liao Chengde calculated in his heart, he knew that he had not suffered a loss. The loan of 20 million is no longer counted on his head, and this time he took 5 million for nothing, and only 15 million Hong Kong dollars were invested in Zhong Shi. He thought for a moment, and then asked in a low voice: "I still have 20 million cash in my hand now, I don't know what to invest?" ”

"Invest in the Japanese stock market!"

Zhong Shi said loudly without hesitation. As soon as these words came out, they immediately caused louder discussions among everyone present.

"What? Invest in the Japanese stock market? Isn't this looking for death? ”

"Now that the yen is forced to appreciate, it will have a huge impact on its real economy, and it is said that the Nikkei index will fall below 10,000 points recently, how can this ......"

……

"Everyone, be quiet, please listen to me!"

Zhong Shi frowned and said loudly unceremoniously. He was a little disappointed by the performance of this group of "elites", who did not see the huge opportunities brought about by the appreciation of the yen.

"Didn't the Bank of Japan and the Ministry of Finance see the question you thought of? Think about it, what will the Bank of Japan and the Ministry of Finance do? ”

Japan's Ministry of Finance is called the Ministry of Finance, and Japan's central bank responsible for issuing banknotes is the Bank of Japan, and its monetary policy has a certain degree of independence. However, in this situation of fluctuations in the exchange rate of the national currency as a whole, the central bank has no choice but to be consistent with the fiscal policy of the Ministry of Finance.

Everyone looked at each other, unable to understand the truth.

"In order to maintain the sustainable development of the economy, the Ministry of Finance will inevitably introduce a series of fiscal policies to support export enterprises, expand domestic demand, stimulate domestic consumption and investment, and minimize the impact of the appreciation of the yen."

"There will be a sudden setback for Japan's economy for some time to come, but that doesn't matter. The most important thing is that the central bank must take action to loosen its monetary policy and interest rates, adopt an expansionary monetary policy, and release a large amount of liquidity into the market, and at the same time relax the restrictions on the capital account, so that foreign capital can flow into the Japanese market quickly and in large quantities. ”

"With the growth of bank credit, the reduction of lending rates and the inflow of foreign capital, where will this money go? It goes without saying that it must be the capital market and the real estate market, and only these markets can absorb so much money! ”

"Imagine that in the context of the appreciation of the yen, foreign capital will flow into Japan at an astronomical rate, and this money, together with the huge amount of money brought about by Japan's exaggerated monetary policy, will definitely promote the Japanese capital market and real estate market. I can assert that in the coming years, the Nikkei and real estate in Japan will grow at an incredible rate. ”

"It's going to be a capital carnival, and the fundamental reason behind it is that Japan's economy is too dependent on exports and the country's political status is not high."

Zhongshi Zuihou ended his tirade on a political level.

He took a sip of his coffee, and regardless of the petrified crowd around him, he sat down to himself, closed his eyes and recuperated.

"Is this reliable?"

Liao Chengde poked the stunned Zhong Yi beside him and asked in a low voice. He didn't know what Zhong Shi was talking about, but he knew that Zhong Yi was studying economics, and he should be able to understand what Zhong Shi said.

"Very logical, very reliable!"

Zhong Yi carefully recalled what Zhong Shi said, and couldn't help but be amazed, thinking that the economists and strategic analysts of those big investment banks could only do this at most.

In fact, most so-called economists and strategists can't do this, after all, these are real things that happened in later generations. Who knows what the future holds, except for the born-again?

"What do you say?"

Liao Chengde saw the shock on Zhongyi's face, and he believed it a little in his heart, but the matter was big, and he had to ask for the opinions of a few more people.

"Wonderful, wonderful! It's incredible! ”

Andrew, whose mouth was wide open, came back to his senses and clapped his hands vigorously. He clapped his hands and said, "Zhong, you are such a genius, I think you can go to Morgan Stanley to be the chief economist!" ”

On Wall Street in the 80s, Goldman Sachs was not the boss of investment banks, but Morgan Stanley, who was born noble and had a pure bloodline, was the boss of investment banks. There is a famous advertising slogan: "If God wants to raise money, he will also look to Morgan Stanley!" "Soon, however, Goldman Sachs, which has gained a huge share of privatization in Europe, will overtake Morgan Stanley as the number one investment bank on Wall Street.

"Morgan Stanley?"

Zhong Shi, who was pretending to sleep, pursed his lips and asked nonchalantly. For Da Mo, his mind is undoubtedly very complicated, as his old club in the last life, he is grateful to Da Mo, but in this life he is no longer willing to work for others.

In the financial biological chain, the highest level is the rating agency, followed by hedge funds, followed by other financial institutions such as international investment banks. Zhong Shi never had a reason to go downstream of the biological chain to make a living.

If Andrew could get a job on Wall Street, he wouldn't have traveled overseas to make a living. In his opinion, the financial markets and institutions in the United States are the most haode, and in fact, it is precisely the case that the largest and most developed financial institutions on Shijie are in the United States.

"Mr. Zhong, how do you think you should cultivate the right way to invest?"

Andrew didn't care either, he only thought Zhong Shi didn't know how powerful Da Mo was. The logic that Zhong Shi had just shown was an eye-opener for him, and he had a faint feeling that the development of the Japanese economy would run as Zhong Shi said.

"See what you're investing in? I recommend you invest in stocks and bonds! The futures market is too risky, and if you don't have enough funds, it's better not to get involved. ”

Zhong Shi also became interested, and it was rare for someone to become interested in his philosophy, and of course he would not hide it.

"Stocks and bonds? For example? ”

Andrew tilted his head and thought about it, and asked something that made Bell Stone vomit blood. In Zhong Shi's opinion, the next thing he should ask is that Weishenme chose stocks and bonds, who would have thought that he would ask about a certain stock like most speculators in later generations!

"Think about it, what kind of reaction will the Chinese mainland have in the U.S. capital market now that it implements 'reform and opening up'?"

Zhong Shi asked rhetorically without answering.

"Huh? This also reacts? ”

Andrew was puzzled. In his view, the capital market of the United States is completely out of step with that of China, and there are not many large American enterprises that have entered the market of mainland China.

"Yes, not now, but in the future! Think about it, if Coca-Cola enters the mainland market, how many bottles will it sell in a year? Even if each person in Huaxia Continent drinks one bottle a year, it is enough to drink as many as one billion bottles, how much will this help the company's performance? ”

Zhong Shi said angrily, he really had no way to deal with this unenlightened Andrew. "When it comes to investment, it is necessary to consider not only the market, economic development, and consumer needs, but also the seasonal cycle, growth prospects, legal policies, and so on. You also know that the Huaxia mainland has just opened up, this will be a huge market, and every enterprise that can get a certain share in this market will achieve great growth! ”

Zhong Shi is not wrong in saying that in later generations, even more than half of the profits of some large multinational enterprises came from the Chinese market, and even some luxury goods in Europe almost all depended on exports to China.

"I seem to get it!" Andrew said thoughtfully. (Ask for clicks, ask for recommendations, ask for collections, thank you very much!) )

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