My 1979

She was happy to see Li He's deflated expression.

"No wonder." Li He muttered, and all the doubts were finally explained. Why she knew the Guo family so well, why she was so arrogant when she mentioned the Guo family, why she dared to be so confident in Southeast Asia, and did everything. He's so good at it, and when it comes to being a father, not many people can catch up with him!

The Chinese are second-class citizens in politics in Southeast Asia. There are very few Chinese political families like Thaksin. However, for super rich people like the Guo family, although they still define themselves as businessmen, they rarely participate in politics and do not love politics. They make public appearances and participate in social activities, but they always maintain good relations with all walks of life in politics and business, chatting and laughing with prime ministers of various countries. It is impossible not to have political trump cards in their hands. Who they use money to praise and spend money to punish is only in their thoughts.

Guo Dongyun asked, "Are you surprised?"

Li He nodded, "Of course it's unexpected, but it's natural. Only Mr. Guo's family can raise such a noble lady."

This sentence praised both father and daughter, but their expressions were different. The daughter had a sullen look on her face, while I had a bitter look on his face.

"Mr. Li is ridiculous." Guo Tangwang smiled uncomfortably, and then quickly changed the subject and said, "Mr. Li, are you so sure that there will be a financial crisis in Southeast Asia? Will hot money come?"

"A embankment of a thousand miles will burst with the blood of ants; a room of a hundred feet will be burned by the smoke of a gap. I have discussed with Ms. Guo that I don't know about other countries for the time being, but the signs of Thailand are very obvious. Thailand is called He is a model student in emerging markets.

However, under the background of high growth, Thailand has shown extremely high vulnerabilities in the real and financial fields. For example, many signs have appeared, the exchange rate has been pegged to the US dollar for a long time, and the capital account has been open; the current account has continued to be in deficit; foreign debt, especially short-term Debt levels are too high; the banking system is over-borrowed; asset bubbles trigger risks." Regarding these issues, Li He did not hide much.

Guo Tangwang was silent for a moment, thought for a moment and said, "Thailand quickly experienced an upgrading of its manufacturing industry in the late 1980s, and its manufacturing export capabilities represented by electronic products have greatly improved. From my perspective, the current situation is at least not as good as yours." Is that serious?"

Li He shook his head and said, "Thailand's current account has basically maintained a deficit since the 1960s. The deficit further expanded after the 1980s and did not improve in the 1990s, so the rapid growth of exports did not bring about an improvement in the deficit.

Moreover, once the exchange rate is pegged to the U.S. dollar, export competitiveness will be damaged and the situation will become even more difficult.

ASEAN is one. Once Thailand falls into fluctuations, Malaysia, Vietnam, Singapore, Indonesia, and even Hong Kong will not be immune. "

"Mr. Li, drink tea." Guo Tangwang raised the tea cup.

"Please." Li He also smiled and took a sip of tea.

King Guo Tang suddenly sighed and said, "When you said that, I suddenly remembered that a measure proposed by Thailand a few years ago directly allowed domestic and foreign commercial banks to absorb deposits and loans from abroad, and Thailand's offshore financial market was established. It promoted Thailand's total international capital flows to rapidly increase from 100 billion baht in 1989 to 1.5 trillion baht in 1994, an increase of more than 10 times in 4 years.

This radical opening-up measure also caused the banking industry to rapidly accumulate a large amount of foreign debt. In addition, foreign debt is mostly denominated in US dollars, making the risk even greater. "

"Mr. Guo analyzed this." This set of data came at his fingertips, which greatly impressed Li He!

Not to mention still so old!

Some people's success is definitely not casual!

"The lessons of Mexico are still before us." King Guo Tang seemed to suddenly understand something, "Mr. Li, you know, I have many industries in Southeast Asia. Do you have any suggestions?"

"Mr. Guo's knowledge and skills are much higher than mine, so there is no need to ask me more questions." Li He told the truth.

"What if you were in my position?" Guo Tangwang did not give up.

Li He smiled, it seemed that he couldn't do it without telling him, so he said, "Gather up your supplies and become king slowly."

"Mr. Li, are you encouraging me to go against international hot money?" Guo Tangwang said with a smile, "The old man is old and may not have this ability. I am just a businessman."

"You and I join forces, if God blocks God, we will kill God, if Buddha blocks Buddha, we will kill Buddha!"

Li He's words were domineering and left no room for error. King Guo Tang was moved when he heard this.

"You and I join forces?" King Guo Tang did not expect that Li He would say such a thing. Because Li He's industry in Southeast Asia is relatively small, there is no need to intervene in this matter. He can even ignore it completely and take advantage of the market downturn. You can pick up the leaks and make large purchases.

"Mr. Guo, you only need to raise one position, and I will make up for the rest." Li He then smiled and said, "I believe in Miss Guo's ability. After all, she is the only person who has successfully blocked Soros. In the pound war, not only made money, but also gained the friendship of the British government.”

"Okay!" Guo Tangwang only said this one word, neither agreeing nor disagreeing. He just said, "If Mr. Li doesn't mind, I will hold a private dinner and I hope you will attend. These are old friends I trust. Having fun alone is not as good as having fun with everyone."

"As guests wish, host." Li He knew that the old man was thinking of forming a clique. The old man still didn't trust him, so he always wanted to find ways to bring some people over to strengthen his own strength so as not to let him dominate.

Afterwards, he followed Guo Dongyun to the guest room to rest. He drank himself drunk and lay in the swimming pool. It was so comfortable. Occasionally, he looked up and saw helicopters and private small planes rumbling from a distance. It seemed that Guo The home has a private airstrip.