Chapter 155: Soros's Visit to South Korea (3)
As soon as Soros stepped out of the hatch, he felt the enthusiasm of the South Korean media before he had time to breathe in the South Korean air: dazzling magnesium lights and shutter sounds one after another. After taking a deep breath, the world-renowned fund manager smiled his trademark smile and waved his hand slightly at the long-awaited Korean Ilkan, before walking down the elevator without hurrying.
"Who do you think you are, Hiba? Head of state? To dare to be so arrogant, I simply don't take the Republic of Korea into account. Taking advantage of the sound of the shutter sounding one after another, Zhu Zhixun, the financial assistant standing next to Park Xilai, muttered quietly.
It has to be said that South Koreans, men and women, young and old, high-ranking officials and civilians, are more accustomed to swearing. The only difference is that for high-ranking officials, they can distinguish the occasion and know what kind of things to say on which occasion, so Zhu Zhixun muttered quietly.
It's just that Park Xilai's reaction exceeded the financial assistant's expectations, only to see him glance at Zhu Zhixun in disgust, with a hint of warning in his eyes, Zhu Zhixun was furious in his heart, but it was not good to have a seizure at this time, so he had to turn his head in disgust.
Seeing that the other party received his warning, Park Xilai nodded with satisfaction, turned his head with a happy expression again, took the lead and walked towards Soros, clasped the other party's hands, and greeted him in fluent English, "Mr. Soros, I welcome you on behalf of Mr. President." ”
Since Soros was invited by South Korean President Kim Dae-jung and was nominally the president's personal guest, everyone knows that Soros's appearance in South Korea at this sensitive moment is definitely not as simple as it seems on the surface. Don't say anything else. Just say that South Korea is currently sending such a high-level greeting team, which shows that things are absolutely strange.
Soros naturally understood, clasped Park Hee-lai with both hands, and replied with the same enthusiasm: "Thank you very much for coming, and thank you for the invitation from Mr. President." I am sure that this private visit will be very pleasant and satisfying for all. ”
After hearing the assurances from the other party, Park Xilai had a bottom in his heart, and then the two put on a friendly posture with each other, let the reporters present take some photos, and then introduced the other visiting personnel, and then got into the car and drove away.
……
The news of Soros's appearance in South Korea was fueled by people with good intentions. It was immediately known to investors all over the world. The market began to pay attention to what he was going to do there. Analysis and commentary are overwhelming, and there are naturally good and bad ones, but on the whole, the analysis is mostly positive.
There is no other reason. This time Soros appeared in a certain country with great fanfare. It's the first time in history. If he really wants to short the country's currency, I'm afraid he won't be so high-profile. Moreover, the won has actually experienced an attack, and at its worst it was even as low as 2,000 won to 1 dollar. Now it has been forced to float freely, and there is no upper and lower limit of floating.
In general, investors are still on the fence about the Korean market, but some of the more daring investors are starting to sneak into the Seoul stock market.
Now, everyone is waiting to see what Soros will say during his visit.
"So that's the case, it's really a good means, amazing!"
Zhong Shi was no exception, the moment he saw Soros appear at the Seoul airport, he immediately understood why Stanley and Goodman would come together to woo him some time ago.
At this time, he was sitting upright in the senior chair, watching the email on the computer and watching the live broadcast of Korean television.
Since most of the employees of X-Spatial Fund have been on vacation, the entire office area is deserted. However, Ma Jiarui did not take a vacation, he and his team continued to sell the positions of the rupiah bought back in the market, although each time they sold very little, but the sand gathered into a tower, accumulated into a lot, there will always be a day when all the rupiah is sold.
Recently, there have been many rumors about the Indonesian market, including President Suharto's health worries, the transfer of gold by domestic elites, riots, and the indiscriminate issuance of currency. To be sure, these are not all rumors, some are real facts, but the current Indonesian government is trying to "refute rumors" and reassure people everywhere, but it has not caused the problems of the Indonesian market to expand again.
He was originally sitting on the sofa chatting with Zhong Shi, but when he heard Zhong Shi's words, he was stunned and asked puzzledly: "Zhong Sheng, what 'so it is'?" Is there anything I don't know? ”
Zhong Shi smiled, briefly described what happened on the cruise ship, and asked Ma Jiarui to come forward, pointed to the computer screen and said, "Look, this is a top-secret email I received two days ago, take a closer look." ”
Ma Jiarui took the mouse and operated on the computer screen for a long time, then he gasped and said in surprise: "The other party was able to predict this kind of thing in advance, the means are really powerful, no wonder Zhong Sheng, you have to sigh." ”
"No, no, no!" Zhong Shi shook his head again and again, reminding Ma Jiarui, "The point of the problem is not here. You must know that if Lu Dao has the heart to inquire, this kind of news cannot be hidden. The point is that they send me this, including an introduction to a possible chain reaction, whether there is something hidden in it, or rather, it may be a trap. ”
"Trap?" Ma Jiarui scratched his head and asked in disbelief, "It's unlikely, right?" Although the results of the analysis in this report are varied, there is no one positive conclusion. But to say that it is a trap, is it too exaggerated? ”
"If it were you, what would you choose to do according to the logic of this study? I'm not talking about the Korean market, the trading volume of their market is too small, and because of the unstable relationship of the Korean won, even if there are gains, in the end, if the Korean won falls, I am afraid that in the end, these gains will not be preserved. In addition to the Korean market, there are naturally other markets, and for a person like me in Hong Kong, the biggest market is naturally the Hang Seng market. Tell me, how would you choose to do this? ”
Regarding Ma Jiarui's rhetorical question, Zhong Shi did not find it strange. In fact. If he didn't know what would happen to Lu Dao later, he would have chosen to act according to the logical hints in this report. It can't be helped, the person who wrote this report is too clever, predicting all the possibilities and strongly hinting that there will be major investment opportunities during Soros's visit to South Korea.
"Me?" Ma Jiarui scratched his head, and saw that Zhong Shi's expression was very serious, not like a joke, so he dared to say, "If it were me, after seeing this report, I would definitely choose to go long Hong Kong stocks." If only radically. Maybe you will choose to go long Hong Kong stock futures. Although this article does not do much analysis of Hong Kong. But there are hints of a recovery in Southeast Asia, and in addition to these, there is also a hint of easing liquidity for the Hong Kong government due to the arrival of the Chinese New Year. As a result, interest rates will inevitably fall. Indirectly, it is good for Hong Kong stocks to rise. And ......"
He wasn't done yet. was interrupted by Zhong Shi, "Not bad! Chris, you can see that you are a good fund manager. Being able to analyze so many things in such a short period of time really impresses me with you. In fact, I have $100 million in cash in their club, which is just right to invest in Hong Kong stock futures, but not long, but short. ”
"What?" Ma Jiarui suddenly felt that his endless talk just now had turned into a complete joke, and his old face immediately turned red with shame. But looking at Zhong Shi's serious expression, it didn't seem like he was deliberately humiliating himself, and after taking a few long breaths, he said with a little anger and meanness, "Since Zhong Sheng doesn't believe me so much, then why do you want me to analyze it?" ”
For his reaction, it was naturally not Zhong Shi's expectations. After taking out a cigarette and slowly lighting it, Zhong Shi said in a good time: "Chris, this is not humiliation, and I don't mean to humiliate you. The reason why I am showing you this is to let you know that the financial market is a risky market, and in addition to those that can be seen, there are many artificial traps, which are even more terrible than those that can be predicted. Do you really think it's a kind study they gave me? No, you are wrong, and you are very wrong, this is a trap, a man-made, a financial trap against me! ”
In fact, Zhong Shi overestimated himself. No, it can be said that Soros, Julian. Robertson and others underestimated him, and there is indeed a conspiracy behind these research reports, but these are all the convenient actions of financial predators, and compared with the entire Hong Kong capital market, Zhong Shi's net worth of "one billion" US dollars is not in the eyes of Soros and others.
If they really knew that this "Mr. Zhong" had a net worth of nearly $20 billion, I am afraid that they would not have come up with such a so-called "wealth club" to trap him, but would have more carefully arranged a trap that took longer and was more elaborately laid out to wait for the other party to jump in.
Naturally, where does Ma Jiarui understand these things? Shocked by Zhong Shi's words, he was stunned for a while, and he couldn't speak for a long time.
……
Although he said that he was a personal guest of Mr. President, Kim Dae-jung only showed up at the welcome dinner that day, giving Soros enough face, and then disappeared without a trace.
However, Soros is not alone, at least Park Hee-rae, the central bank governor, has accompanied him throughout the whole process, and it is a great honor to know that at least he is in the United States, and Fed Chairman Alan Greenspan will not be saddle up and behind.
During his three-day visit, he not only visited many companies, met with many top Korean entrepreneurs and financiers, but also gave frequent interviews to local media. It has to be said that Soros is far more popular than he imagined, so much so that on the last day of his visit, he had to hold a press conference to explain his impression of the South Korean economy.
Naturally, these are all in the planning.
Under the spotlight, Soros advertised to the media throughout South Korea and many media from all over the world: "South Korea's economic foundation is very solid, which allows them to come out of the financial crisis faster." If I had to give advice, it would be that the IMF's suggestion that the country should take on more debt is inappropriate, and that the international community should take into account the current state of the Korean economy and provide appropriate debt relief to the Korean side. ”
"In addition to this, the radical industrial and financial sectors should be restructured, including the codification of accounting practices and the reorganization of management, as well as the strengthening of the training of industrial workers. If the South Korean side can do this, Quantum Fund and his team will invest in South Korea without sparing money, and investors from other countries will also see the corresponding opportunities and choose to invest in the Korean market. In fact, we have seen that the South Korean side is making efforts in this regard, and the initial results have been obtained. ”
There are only two central ideas in his speech, one is to criticize the International Monetary Fund's demand on South Korea's debt, which undoubtedly caters to the reaction of the South Korean side, at least the South Koreans think that this old white man is extremely friendly to South Korea, and everyone is happy to not pay the debt, isn't it? The second is to publicize the South Korean government's active efforts in bailing out the market, hinting at its own possible investment, and at the same time driving the enthusiasm of other investors and expanding its market influence. This is for foreign investors, I, Soros, plan to invest in the Korean market, what are you waiting for?
These words made a group of high-level South Korean officials, including Kim Dae-jung, overjoyed, and only reluctantly said goodbye after entertaining Soros again. They are well aware of Soros's current energy in the market, and such public statements cannot be lies, so many family members of high-ranking officials immediately began to buy shares in the Seoul stock market.
Unfortunately, there is a politician thousands of miles away who was lying down and shot because of Soros's trip to South Korea! Even though his feud with Soros occurred a few months ago, the media still compared Malaysian Prime Minister Mahathir's condemnation of Soros as the "culprit" and "idiot" to the courtesy he received in South Korea, and feared that the world would ask Soros himself about this contrast in treatment.
"There's got to be one of them who was wrong, wasn't it?" To this question, Soros just smiled and shrugged his shoulders and did not say anything more. But his expression and body language all revealed a taste of sarcasm, which caused laughter and disgraced the prime minister. (To be continued......)
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