The atmosphere in the conference room was harmonious, the old and the young all found a common direction, and everyone was actually on the same side in this matter.
The conference room was also very quiet, only Lei Hao was qualified to stay on the Thunder side, and Wang Huachen and the others were only three people plus a staff member responsible for recording, and there were only five people in the huge room.
"Thunder's capital layout is unreasonable."
Lei Hao looked directly at Wang Huachen and took the lead in elaborating: "We have too much currency, too little channel profits, too poor investment projects, not so much that Lei Ting is an investment institution, but that he is a speculative monster." ” Wang Huachen and the others' eyes lit up, and they put on a posture of continuing to listen.
Lei Hao is not stage frightened, the thunder he founded, the capital he plundered, and a group of research analysts working day and night, he has a full understanding of his own business.
"To put it simply, the Thunder's exposure is too large and it is unreasonable to take excessive risks all the time."
Lei Hao made up his mind.
"It's a well-known thing."
Wang Huachen said with Lei Hao's rhythm.
Zhou Fumin and 6 Zhengdao also smiled, they have rich experience in dealing with this situation, the subordinates, first shout out the difficulties, and then make requests, as the superiors, they will allocate resources according to the objective situation.
But Lei Hao's next words made Wang Huachen and the others speechless for an instant.
"To be honest, I don't care about that."
Lei Hao was not shocked, looking at the stunned expressions of the three leaders, he had a sense of satisfaction with bad taste, and the confidence in his tone was undoubtedly revealed: "I started by speculation, I am not afraid of speculation, what I am embarrassed about is that my funds have begun to have a large residual share in addition to satisfying speculation, and I want to carry out more speculative projects, but I need a more complex environment."
Speculation is strictly a part of investment, and it is okay to see speculation as a short-term investment behavior.
However, the timeline is directly proportional to the investment capacity, and the short-term investment can accommodate less funds than the medium- and long-term, and the short-term investment needs a more stringent environment than the medium- and long-term.
When Lei Hao has 10 billion, he can speculate unscrupulously, but when there are more and more funds, he can't do anything, this wave of market can only accommodate 10 billion short-term operations, if I have 20 billion, what should I do It is one way to increase the amount of hedging and attract more opponents, but if the new counterparty is unable to provide sufficient trading orders, the more people participate, the more complex the situation will be, and the more variables there will be.
Under the premise that there are gradually more variables, Lei Hao can deduce a fact without thinking: confidence in the future should not be able to fully guarantee a 100% winning rate.
Therefore, the funds that the market can accommodate are limited, and Lei Hao needs to start to lay out the capital in his hands.
But Lei Hao's confidence lies in the fact that if the market allows 1oo00 million speculative funds, then I have the right to speak in this field, no matter how I fail, even if I lose to the end, I can retain the continuous profitability of this field.
Since I am so powerful, what do I need the leaders to do, what do I need the state to help?
The answer is also very certain, Lei Hao needs a lot of things, such as the battle over the RMB exchange rate, like the battle for shorting Nikkei 225, the country has withstood external pressure, and even the layout affects the operation of forces in the political and economic fields.
As long as the country is willing, the benefits that Thunder can obtain are so big that they are boundless, for example, if a country does not let go of some restrictions, China only needs to make some agreements with him, and other ministries will lead to cede some benefits, these restrictions will be relaxed, and the capital led by Thunder can enter.
If Lei Hao can take advantage of the opportunity to enter and obtain greater gains than the benefits he has cede, then there is no doubt that the matter will be successful.
Moreover, the attitude of the state itself is both negative and positive, and it is certain that it will offset the influence of the attitude of the same country.
"No wonder you rejected Hongding's plan."
Wang Huachen understood Lei Hao's attitude, shook his head and smiled: "Thunder's confidence is really enough. ” "This is also the tendency of President Wang, isn't it" Lei Hao also saw this and said with a smile.
Wang Huachen pointed at Lei Hao and laughed, indeed, Lei Hao asked for less things than everyone imagined, and the resistance faced by the leadership would be lower, but the control of things would also become less invisibly.
Lei Hao's attitude is to abandon the participation of state-owned capital, but enjoy most of the treatment of state-owned capital, which is simply impossible in normal times, but now there is a glimmer of opportunity.
The advantage of this is that even if it fails, the country's basic plate is as stable as Mount Tai, Thunder is just a pioneer, and without the participation of state-owned capital, Lei Hao can be more pure when negotiating with other organizations, and everyone can sit together for the sake of interests.
Without China's state-owned capital being mixed, the market reaction will be no reaction, and everyone will sing on stage with real knives and guns.
The difficulty is that the chances of success of the Thunder have become smaller, in short, the risk has become larger, the expected maximum return has increased, and the resistance has become less but the difficulty has also become greater, which needs to be analyzed systematically.
"Xiao Lei knows what we want" Putting aside all the questions, Wang Huachen asked the most critical point, and Zhou Fumin and 6 Zhengdao also looked at Lei Hao seriously.
Say a thousand things and ten thousand, if Lei Hao can't answer this question well, then everything doesn't need to be discussed, and this answer is best not to be answered after being reminded by others, otherwise, the effect will be greatly reduced.
Of course, Lei Hao knows the answer, or almost all elites in China's financial circle know the answer, that is: "the internationalization of the renminbi and the de-dollarization of the international market" "Haha, that's what you said, our attitude is that it is the right of any institution and economy to use any currency."
As the governor of China's central bank, Wang Huachen smiled brightly this time.
What determines a country's economic status, and the answer is currency.
To put it in the simplest way: if all the assets in the world are 1 trillion US dollars, then why can't it be 6 trillion yuan, why can't it be 5ooo trillion US dollars and 30,000 trillion yuan This is not a simple math problem, but a question about China's status, the more the renminbi is recognized, the more important the Chinese economy is, imagine that if any asset in Asian countries recognizes the renminbi, you can buy anything as long as you give the renminbi, then China's economy will definitely take off.
Let the renminbi enter the basket, China to fight for a share in the international financial organization, almost around the renminbi is working hard, Europe and the United States always accuse China of manipulating the renminbi exchange rate, the goal is also obvious, because this is the core, this is a big problem involving more than a billion people's clothing, food, housing and transportation.
If Thunder can deploy hundreds of billions of dollars in assets in the Asia-Pacific region, and then slowly turn these things from 100 billion dollars to hundreds of billions of yuan, it will be equivalent to winning hundreds of billions of yuan of economic status for China.
It is no exaggeration to say that in the eyes of financial practitioners, the renminbi is about equal to China
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