Future chat group

In the living room, Lei Hao and Schroeter had a great conversation. Everyone made a lot of money from shorting ATE, and the atmosphere was naturally as harmonious as possible.

After talking about ATE, Schroeter began to explore Lei Hao's cooperation plan proposed by China.

"Lei, you have to know that China has never opened up its financial sector. This time it is an attempt. Our original main business was foreign exchange, and it was strictly controlled by the Central Bank of China. Now the conditions provided by China are good, but we still have doubts. ..." Schroter spoke eloquently.

How strict is China's financial control? In one sentence, Yang Ma dominates everything.

How difficult are the lives of foreign financial institutions in China? To sum it up in one sentence, almost nothing can be done.

Wearing a series of hats such as foreign exchange deposits, foreign exchange loans, foreign exchange settlement, and foreign exchange investment on the head looks majestic, but foreign financial institutions know their own sufferings. Watching China's economy take off, their hearts, spleen, lungs, and kidneys are all over the place. It hurts.

With so much money and such a huge financial market, you just leave us some scraps? Are you kidding me? I am a top international financial institution. You treat me like a foreign rural credit cooperative? It's so unscientific.

From China's perspective, this method is very scientific. Even with such strict controls, these financial giants often make trouble. The Asian financial crisis is also a lesson learned. Open the door and let these guys in. That leader is definitely out of his mind.

But at this moment, how strong the hard power is requires how strong the financial strength is. This is a problem that China can also see. Although the central bank is powerful, it is not a problem if the financial field is all public capital, so that the market has corresponding vitality. , is the inevitable goal.

Therefore, China has been moving at a relatively steady pace from being closed during difficult times to gradually opening up its market in various fields.

What annoys foreigners is that every time China opens up a field, if you look carefully, you will find that China already has strong strength in this field and has the backing of the country. It is simply ruthless and shameless.

"Lei, we really want to enter the Chinese market, but the current degree of opening up shows us China's caution, and it also puts more pressure on our risk assessment. They...well, you may withdraw these at any time, which is not a big deal." Open terms, if that’s the case, we might as well carry on with business as usual.” Schroeter said with a headache.

Compared with other industries, it is impossible for the financial industry and any regime to trust each other. Everyone cooperates with each other on the premise of mutual defense.

"Business as usual? Or should we participate in China's financial market in a roundabout way? In that case, the risks you bear are the same." Lei Hao spread his hands and said: "You have to know that it is impossible for my motherland not to know about your little tricks. Now it’s just a matter of preparing to gradually pull these things out of the water.”

As an insider, Lei Hao knows some secrets of the domestic financial market. Foreigners actually have a lot of investments in the country, but it seems that the money is all in RMB. China is also well aware of this kind of thing. They The method adopted is to manage it behind closed doors. Chinese people's RMB and foreigners' RMB are all RMB.

"Lei, with you, the expected income is enough for both us and China to give more trust. Without you, if this plan wants to succeed, it may take a while." Schroeter quietly sold a favor to Lei Hao.

What he means is very simple. At least within HSBC, the variable Lei Hao is included in the calculation. Only when Lei Hao participates will they feel that the expected returns will be satisfactory, and they are willing to take the risk of being deceived by China. , and are willing to take the risk of offending other places.

Lei Hao understood immediately. Schroeter wanted him to quickly bid with the motherland. As for HSBC... we are all friends. Just don't be too harsh.

"I really hope to reach a cooperation, but now, Schroter, I have a business to do with you. I don't know if you are interested." Lei Hao said.

Schroter's eyes lit up: "What business?"

"I can temporarily sell the short ATE contract at the agreed repurchase price... no, swap it out." Lei Hao continued.

Schroeter was very interested, why did he contact Lei Hao? Not just to collect his opinions and incorporate his views into the variables that can be analyzed, he asked: "Lei, please don't lie to me. You can't sell short ATE contracts. I only want to replace it with you." Something that interests me.”

"I'm bullish on the U.S. dollar and want to take a position. It's better to use HSBC's channels. You earn handling fees and I'll enter and bet." As Lei Hao said, he saw that Schroeter looked thoughtful. look.

Suddenly, Lei Hao sighed silently in his heart. The situation was as he expected. It was always successful. Of course it was a good thing, but from another perspective, it was not necessarily so.

In the past, HSBC thought it was OK to earn some handling fees. Now that Lei Hao's report card is there, they have analyzed the operating directions of the Thunder and LEI as variables for reference.

In other words, if you, Lei Hao, are bullish on the US dollar, then we originally thought that the probability of the US dollar appreciation was 70%, but now we calculate it directly as 80%.

When Lei Hao's investment funds increase, this probability will gradually increase. Unless it is a black swan event, otherwise, Lei Hao will be dragged down by his name, and there will always be a group of people waiting to pick up money behind him.

Is there a solution to this situation? Of course there is.

Lei Hao knows very well that as long as his institutions have complete channels, like large institutions such as HSBC and Keda, they can use their own platforms to collect enough chips, and the investment direction of their own funds will not be known to others. There is no such thing as following the trend and grabbing funds.

But what is the current situation with the Thunder and LEI? What channels do they have? What customers do they have? From the perspective of large institutions, Lei Hao's institutions are so poor that they have only money left, and they can't make a living at all.

"Lei, are you optimistic about the appreciation of the U.S. dollar?" Schroeter noticed Lei Hao's strange look in his eyes. Even though he was familiar with him, a trace of embarrassment flashed across his face, but he still discussed it shamelessly: "I won't hide it from you. According to the I know there's a lot of internal debate over this issue at the Fed."

"I have my reasons." Lei Hao didn't bother to elaborate. "You just need to tell me how much quota and chips HSBC can give me. If it's not enough, I will go to Keda and Goldman Sachs to collect more."

"Our channels alone may not be able to satisfy you." Schroeter said deliberately.

Lei Hao felt like he was beeping. Things were exactly as he imagined, not bad at all! His opinion is a very important variable.