Chereads / Rebirth:The Financial Giant / Chapter 52 - Chapter 53

Chapter 52 - Chapter 53

The weekend of May 30th is the splendid Overseas Flower Garden.

Today, Luc Minh is alone at home. This weekend he spent the weekend with his hometown family. Luc Minh also had a rare moment to recharge his batteries.

It was about 10:30 am. Luc Minh sat alone on the sofa in the living room, placing his laptop on his lap. He pays attention to the international foreign exchange market and some international financial news.

Not being able to participate in the next exciting financial defense battle and be a spectator made Luc Minh a bit regretful. Tiansheng Capital has grown quite quickly but they want to participate and play a role in such high-level activities. Still far from enough. At the end of this year, the Federal Reserve will definitely start raising interest rates for the first time in ten years, which means that the old people and the United States will finally swing the scythe to reap the world.

For the bloodthirsty capital of Wall Street, the financial turmoil and tsunami are the arrival of a gourmet feast. Before the old Americans announced a rise in interest rates, they smelled a strong smell of blood, and they began to sharpen their knives and rush at the frightened sheep. Surname.

Wall Street Financial Capital then easily pushed the Argentine peso down, then slapped Basil Real, made a lot of money, became complacent, and gradually became arrogant and arrogant. The insatiable capital of Wall Street, with red eyes, then set its sights on the currency of the world's second largest economy.

Perhaps at this time, much of Wall Street capital has begun to develop a specific action plan on how to eat this big rabbit. Lu Ming would not be surprised by this.

While he was thinking, the villa doorbell suddenly interrupted his thoughts.

Lu Ming thought it was a maintenance worker coming to work, so he took out his cell phone and turned on the real-time screen. There is a camera at the entrance to the main gate. At first glance, there were three or five strange men wearing formal clothes and leather shoes. These are all multiples of Luc Minh.

Immediately get up and open the door.

"You are..."

"Hello Mr. Lu, we are employees of the State Administration of Foreign Exchange and the China Securities Regulatory Commission. This time I was not invited to talk to Mr. Lu about financial affairs.

Luc Minh was surprised.

The other person showed the certificate, after seeing it, it was true. From the other person's temperament and way of talking, he could also feel that he was a member of the system.

"Everyone, please come in!"

Luc Minh returned the documents to the right person and invited everyone into the house.

The guests were seated. After the guests introduced themselves, Luc Minh immediately smiled and said: "All the leaders suddenly came to the door, I really didn't have time to prepare. Please forgive me for this unprepared welcome."

Bureau Wang of the State Foreign Exchange Administration stopped, smiled and said: "We should say this, Mr. Lu, we came here to ask for advice.

Hearing that, Luc Minh immediately politely and humbly said: "Vuong Cu's words are very serious, how dare Luc Minh ask for advice in front of all the leaders.

Gradually reaching a level of mutual humility, Wang Ju smiled and said: "The so-called three-person way definitely has my teacher, Mr. Lu's ability in the capital market is truly surprising, even shocking , we are very curious. Why are you here at this time. Do nodes choose to withdraw from large-scale capital markets and switch from holding stocks to holding coins? If you think the market has big risks, what risks do you see?

Real-time monitoring room of two major exchanges. The data that has just been transmitted can be seen that Lu Ming's Tiansheng Capital recently withdrew tens of billions of shares in a large-scale purchase. Clearly he believes there are risks in the market outlook. Luc Minh was surprised. These words came from the mouth of Wang Ju, who worked at the foreign exchange office. The questions he raised may seem a bit redundant but clearly are not that simple.

I'm afraid this trip is definitely not going door to door. Curiosity is so simple, how can it be so idle? Always in the heart of the day.

Finally, Luc Minh looked around at the crowd and said: "Everyone, to be honest, from an investor perspective, I think the market outlook is about to lead to major external risks, so I must avoid risks, but from the perspective of domestic financial operators and an investor. As a Chinese person, given the recent situation of the international financial market, I am very worried about the strong invasion and plunder of international financial capital. To put it bluntly, Wall Street capital has been swinging its sickle at us since the 2008 financial tsunami. They will definitely have to endure these cuts."

Lu Ming continued: "Initially, the rise of the domestic capital market originated from the financial tsunami of 2008. My prediction is that the US will definitely raise interest rates by the end of this year and at the latest next year. The world must be harvested with difficulty. »

Hearing these words, Vuong Cu and others were very surprised. This is similar to the risk perceived by management. The young financier really had a good idea and he had been waiting for today's trip for a long time. "Mr. Luc, where did you get this information?" Who told you that?

Hearing that, Luc Minh couldn't help but laugh: "This is my own opinion about the market."

Everyone was surprised again, Vuong Cu immediately said: "Please tell me your opinions, we are all ears, including all aspects of opinions or suggestions, please , knows everything.

Luc Minh also heard important information from the other person's words. It seems like management is aware of the potential risks, which is a good thing. He nodded, arranged a few words in his head and said:

"The reason I thought I wanted to talk about the 2008 financial tsunami is because America and America allocated money to save Wall Street through the Treasury Department at that time. The market is stable but the consequences remain. This money will not come from anywhere. The Treasury Department's money is taxes, which means that ordinary people in the United States have to pay Wall Street, and the biggest consequence is that the initial risk taken by some financial institutions on Wall Street ends up being supported by the system.

"If the system cannot acquire enough external wealth to cover this deficit, systemic risk will increase sharply. There is no doubt that Laomei must harvest the world's wealth to fill this hole, and here, in the process, the United States. The stock exchange takes on the function of a water tank.

"Many dollars are idle in the financial system focused on US stocks, and they are waiting for opportunities to continuously increase the value of companies listed on the US stock market, equivalent to the business sector old America's profitability in the world, as long as the wealth is harvested from abroad. The plan can be implemented and inflated valuations can be achieved by completing acquisitions of high-quality assets in other countries at low prices. Therefore, the US stock market has strengthened rapidly after "

Wang Ju and the others couldn't help but nod silently. Everyone didn't say a word. Luc Minh obviously hadn't finished speaking yet, they were all waiting for his next words.

A moment later, Luc Minh continued to say:

"After the financial tsunami of 2008, the US dollar continued to drop interest rates to around zero and there was no way to reduce them. From 2008 to 2014, the US dollar index hovered around 80, a period of weakness. In the world of finance, common sense knows that a country's currency is determined. The exchange rate with the US dollar will then determine the international competitiveness of our country's raw materials, and our strategy is to always closely follow the US dollar and maintain the trend of always being weaker than the dollar. US but stronger than other national currencies.

"The advantage is that it can act as a shadow of the US dollar and benefit from the pro-cyclicality of the US dollar, but the disadvantage is also very clear, that is, to be exposed to the risk of stimulating like the double currency, we must also be forced to soften and soften the US dollar. Suffering from imported inflation is also the price the country must bear as it benefits from its rapid development.

"In recent years, US dollars have flowed into US stocks and emerging countries, so that our foreign exchange reserves have increased from less than US$2 trillion to nearly US$4 trillion last year following the financial tsunami. "Fund flow from other illegal channels has not yet been calculated."

"Excluding exchange rate changes, the newly added $2 trillion needs to be converted into 13 trillion yuan. This is real money and monetary funds. If these funds come in, if conservative estimates are made, the market flows will be built on 5 to 10 times leverage. Sex, that is, the exploitation of liquidity on a scale of more than trillions, such a huge scale will form a huge influence in any country.

"With hot capital flows continuously pouring in, participating in the civilian goods market is a serious inflationary situation and participating in the stock market is a super bullish market. Today, the Stock Exchange Shanghai has reached about 5,000 points, and that's what's happening."

"The old America is using its stock market to take on this amount of liquidity, because its market capacity is large enough and our stock market has a total market value of less than $30 trillion before the start of this bull market and total market value." Currently it is also 70 trillion. Even if this bull market cycle inflates 40 or 5 trillion to the limit, liquidity still cannot withstand one trillion.

The more they listened to Wang Ju and the others, the more serious they became. They discovered that what Luc Minh said was exactly what they were worried about right now. Obviously they also saw Lao Mai's cunning intentions. It's no wonder he evacuated at this point. The little stranger could see him so clearly, which surprised them.