At 7:26 a.m. the next day, on this day of universal celebration for the return of Hong Kong, the International Building Xinsheng Investment Headquarters welcomed three men with serious expressions.
Last night, I participated in the sovereignty handover ceremony and didn¡¯t rest until 2 a.m. Normally, I would have slept until at least 9 a.m. before getting up, but Zhang Cheng got up extra early today and arrived before the three guests arrived at the International Building.
Accompanying him to greet him, Tse Wai-chang, who has just stepped down as the dean of the Hong Kong Institute of Business Administration, officially served as a member of the Financial Advisory Committee of the SAR government at the invitation of the first Chief Secretary for Administration of the SAR Government, Wu Jinhua.
I had dealt with them during the financial speculation simulation confrontation at the Xiangjiang Experimental Center. As soon as the guests stepped out of the elevator, Xie Weichang greeted with a smile: "You three, Mr. Zhang, I don't think I need to introduce you. The market in Bangkok is not optimistic, Mr. Ding." We are discussing countermeasures with the members of the investment decision-making committee, and we can only entrust three of us to accompany them.¡±
Many things are not accomplished overnight, they all have a fermentation process.
The same is true for the financial crisis. As early as two months ago, under the reminder of the charter and Xie Weichang, Vice President Wu of the People's Bank of China, Jiang Nan, the first assistant to the Financial Secretary of the SAR government, and Vice President Guan of the Financial Corporation noticed international currency speculation. Merchants are selling baht aggressively. In this regard, the International Monetary Fund has issued warnings more than once, believing that Thailand's booming economy will soon run into trouble. It recommended that the Thai government reduce the current account deficit of the balance of payments, implement more flexible exchange rate measures, increase tax rates, cut expenditures, and initiate Reform the banking system.
But the Thai government ignored this warning and is still using its meager foreign exchange reserves to try to protect the baht, which has been seriously overvalued.
??International currency speculators have no intention of retreating. Anyone with a discerning eye can see that fall will happen sooner or later. Given the geographical relationship. The Chinese government and the SAR government must consider the possible impact of the sharp depreciation of the Thai baht. And make corresponding preparations for the possible domino effect that may cause currency depreciation to continue to spread.
The market situation in Bangkok is not optimistic, which is a good thing and a bad thing. Vice President Wu took the initiative to extend his arm to shake hands with Zhang, and asked eagerly: "Mr. Zhang, Mr. Xie, has the Thai baht been lost?"
Zhang Cheng shook his head, and while beckoning the three people in, he smiled and said: "Not yet. However, according to the analysis of investment research experts, according to Thailand's existing foreign exchange reserves, the fall will only happen in the next 24 hours."
If you want to get the maximum benefit from it, you have to prepare at least half a year or even a year in advance. The tens of billions of dollars injected by the People's Bank of China only arrived in Xinsheng Investment Account a week ago. All time was wasted, and you can only follow behind and eat leftovers. , Vice President Wu was a little disappointed and couldn't help but ask: "What strategy will President Ding adopt next?"
¡°I don¡¯t know the specific situation very well, but I believe the investment team will make a wise decision.¡± Zhang Cheng shook his head again.
Many Hong Kong companies have investments in Thailand. Thinking of the consequences of the depreciation of the Thai baht, Assistant Director of the Financial Department Jiang Nan spoke in blunt Mandarin. He shook his head and smiled bitterly: "If nothing else happens, this may be the turning point of the Hang Seng Index. I hope it won't fall too badly, otherwise I don't know how many investors will go bankrupt."
Having to face such a difficult situation just after taking office makes it difficult for anyone.
Xie Weichang sighed secretly and said sadly: "In a few days, the central bank governors of 11 countries and regions will go to Shanghai for a meeting. I believe that 'asset price bubbles' will be the main topic of the meeting. Stocks and Real estate prices have risen to absurd heights, which has had such a huge impact on economic activities, the healthy development of the financial system, and inflation. In the face of such a crisis, what responsibility should the government bear for all this? "
In the first SAR government, Jiang Nan belonged to the "radical faction" who firmly supported Wu Jinhua. He nodded heavily and echoed: "So I very much agree with Mr. Wu's views on the transformation of industrial structure, and think this should become a Opportunities for Hong Kong¡¯s economic transformation.¡±
The two of them said this in front of Vice President Wu, obviously to win the support of the Chinese government for Wu Jinhua's future exchange rate reform. Zhang Cheng did not want to express his opinion on this issue. More importantly, now was not the time. He turned around and joked: "Mr. Guan, you are all It is said that Mr. Li is the uncrowned chief executive of Hong Kong. In my opinion, you are the one. With so many assets in charge, which company CEO in Hong Kong can compare with you? "
The fact that the SAR government does not enter the market does not mean that the SAR government is really letting things go.
To ensure nothing goes wrong, at the suggestion of the Chinese government, the Financial Judiciary Group, which is equivalent to the "State-owned Assets Supervision and Administration Commission", will inject US$10 billion into Xinsheng Investment within the next week through reasonable and legal capital operations.
Capital operations must comply with relevant regulations. He is just a front-line person. In ten minutes, a due diligence team composed of the Financial Secretary, accounting firms and lawyers will enter the International Building and complete the assets as quickly as possible. Reorganization.
Vice President Guan was really not in the mood to joke, but asked worriedly: "Mr. Zhang, Mr. Ding is so busy here, who will be responsible for the due diligence later?"
The war is about to begin, and the office area seems extremely busy. The phones are ringing one after another, and clerks sending analysis materials are shuttling in the cubicle. Financial elites were either staring closely at the rows of monitors showing the stock and foreign exchange markets of Southeast Asian countries and regions in real time, or they were gathering in twos and threes to discuss something in low voices.
Through the glass partition, you can see the company president Ding Wenming sitting at the oval conference table, meeting with more than a dozen Chinese and foreign senior executives.
Even the receptionist was busy and could not spare any manpower to receive them. Zhang Cheng smiled nonchalantly and said: "I asked just now. The receptionist and a few clerks are making preparations. In addition, the company lawyer is also here. I think there will be no delay. "
Xinsheng Investment is well-known. Vice President Wu had heard of it a few years ago, but this was the first time he came here today. Looking at the dozens of people busy in the office area, he couldn't help but asked in confusion: "Mr. Zhang, is Xinsheng like this?" How many staff?"
Colleagues were extremely busy, and Ding Wenming was just like when he was speculating on the British pound. He hardly had a good night's sleep during this period. As the real big boss of Xinsheng, Zhang Cheng could only act as a "tour guide" and introduce with a smile. Said: "Of course there are more than these people. When I came last time, there were more than a dozen teams here at the headquarters. It seems that they are all on business trips. If you include the investment and fund management teams of Diamond Capital and nb Bank. Participate next There are probably more than 600 investors.¡±
¡°More than 600 people manage hundreds of billions of dollars in assets?¡±
"Yes, there are not too many people, the key is to be capable," Zhang Cheng pointed to the offices in the sky opposite, and said with a proud smile: "The company's more than 20 star investment managers are among the best in the world. First-class and very well-known in Hong Kong. ¡±
Xie Weichang lost no time and added: "President Wu, Xinsheng Investment not only manages its own assets. It also has a large number of retail investors. The reason why it can stand out among investment companies in Hong Kong in just a few years is entirely due to these more than 20 stars." Investment managers. Many clients come to them and even specify which manager their funds will be invested by.¡±
"So, Xinsheng has more than 80 billion US dollars in funds at its disposal?"
¡°You can¡¯t say that. After all, if you want to ensure the safety of your investment, you can¡¯t put your eggs in one basket.¡±
Similar business will soon be launched in China. This is undoubtedly a good opportunity to learn from experience. Vice President Wu asked with interest: "Mr. Zhang, Mr. Xie, can you two introduce it. How does Xinsheng operate?"
This is not a trade secret, and Zhang Cheng is happy to share it with him. Pushing open the door of the tea room, he asked everyone to sit down and explained: "In this industry, if you do well, no one can erase your achievements, because the fund industry is the fairest; if you don't do well, no one can I can't save you, because this industry is the most transparent and cruel, so it is particularly important to have a good investment management team, especially a star investment manager.
??Also, despite the fact that the company only has a few hundred employees, which may seem less than that, in fact it is equivalent to other small and medium-sized investment companies and fund companies. Xinsheng's scale is not small. And if the company is large and has enough people, the system will be easily guaranteed. If the company is small and there are not enough talents, one person will play multiple roles. For example, the president interferes in investments, the investment director decides on individual stock transactions, and the assistant to the fund manager actually handles transactions. "
"Then what does the CEO care about?"
This question is really difficult to answer. Seeing Zhang Chao, Xie Weichang, who knew Xinsheng very well, quickly said: "Mr. Wu, Xinsheng's stock and foreign exchange investments are generally handled by the company's investment committee. Although Mr. Ding is an investor, The committee chaired the committee, but most of the time it was 'discussing without making a decision', and fund managers were rarely asked to act collectively as they are now.
In short, unlike the presidents and investment directors of other investment companies, no one in Xinsheng has absolute authority. Investment managers and fund managers have a greater say in the funds and funds they manage.
It is even more normal for a fund manager to manage both public offerings and segregated account products. Although everyone uses the same research platform, basic decisions are made independently, which is good for the company in the long run. It can be said that they are the main body of the company. "
Seeing Vice President Wu¡¯s doubtful expression, Zhang Cheng handed over a freshly filled drink and confirmed with a smile: ¡°The most important thing about Xinsheng is stable and ambitious management, perfect internal governance, and a group of asset managers. As the president of the company, Mr. Ding¡¯s main job is to manage people, not to manage specific matters.
It is worth mentioning that shareholders like you and me contribute the least to the company, but receive the highest returns. After all, forFor an investment company, especially for star investment managers, what is the use of capital? What are shareholders for? They have the ability and talent, can raise enough funds, and have the connections, but they don¡¯t necessarily need us! "
Every star investment manager has his own clients, and to them the importance of the company is really not that high.
Vice President Wu finally realized what he was doing, took the cup and sighed: ¡°It¡¯s easy to say it¡¯s easy to say it, but it¡¯s not so easy to actually do it.¡±
"So system construction is very important."
Zhang Zhang glanced at the conference room and continued: "The company has an investment decision-making committee, which is responsible for asset allocation and major investment decisions; the investment director is fully responsible for the company's investment, research, and trading, and reports to the investment decision-making committee; the investment manager is responsible for the daily operations of the fund Investment operations investment.
The decision-making committee must judge the basic trends of the securities and foreign exchange markets over a period of time and determine the allocation range of the company's funds among asset classes. The investment manager, within the scope of the asset allocation ratio determined by the investment decision-making committee, combines his or her own research judgment based on the investment report submitted by the research and analysis department. Decide on specific investments and decide when to buy or sell. Among them, major individual investment decisions need to be approved by the investment decision-making committee. "
In order to let him know Xinsheng better. Xie Weichang added: "In addition, the investment decision-making committee is divided into three parts: stock and foreign exchange investment, fixed income investment and venture capital. Each investment decision-making committee has its own chairman, investment director and deputy director, and the rights and responsibilities are clearly divided. There is no overlap with each other.
In addition to investment, research, and trading, the investment research department also has a risk management department. Provide risk reports and performance evaluations to the investment committee and investment managers to help them understand the risk level of the portfolio, confirm the source of investment income and the success of the investment strategy, and then prompt the investment manager to make investment adjustments.
And Xinsheng has a complete internal risk control mechanism and a firewall mechanism between various departments. All are better than other fund companies in Hong Kong, which may be an important reason for Xinsheng Investment Research's great success in recent years. In particular, correct judgments made at several market turning points are closely related to these mechanisms. "
As he was talking, two young analysts walked into the tea room. After nodding hello to Zhang Cheng and others, he poured coffee and stood in the corridor to continue the discussion.
"Although according to relevant data, Thailand's foreign exchange reserves have bottomed out and the Thai baht may collapse at any time, in the past year or so, European banks have accelerated their entry into the Asian market. Loans issued to Southeast Asia have surpassed Japan, reaching an unprecedented US$116 billion! Qian Yi It affects the whole body. It is related to loan security, and the investment committee must take this factor into consideration.¡±
"Colleagues in Europe are watching the central banks of various countries. There is no news about this so far. I think the possibility of them providing assistance to the Thai government is very slim."
¡°Our job is to take all uncertain factors into consideration. As for decision-making, that is the business of the investment committee. The analysis report will be sent in later, otherwise it will be dereliction of duty.¡±
¡¡
The two of them talked to each other and walked further and further away. Looking at their backs, Vice President Wu was filled with emotion. You must know that they are just ordinary analysts who are not even members of the investment committee, but they stand so high and see so far. .
Ding Wenming¡¯s meeting lasted until eleven o¡¯clock at noon. After everything was finished, he invited Zhang Zheng and others to the multimedia conference room opposite the tea room to have a ¡°Xinsheng characteristic¡± working meal.
A real big boss, two "financiers" from the mainland and the Hong Kong government, an assistant to the Chief Secretary for Administration and a senior staff member of the Chief Secretary for Administration, they are all his own people and have nothing to hide. Ding Wenming finished his packed lunch in two mouths, opened the most advanced multimedia conference system, and started another remote conference.
"Mr. Ding, Mr. Zhang, our American friends have not let us down. In the past twenty minutes, the Thai baht has shown signs of star weakness. Pangu Bank, Thai King Bank and Agricultural Bank of Thailand even rejected the 6 100 million baht loan, this is abnormal.¡±
"Fake foreign devil" John Chen's three-quarter head appeared on the big screen, with his beaming expression, one could easily tell his mood at this moment.
Until the last moment, Ding Wenming did not dare to slack off for even a moment. He took out a tissue and wiped his mouth and asked: "Is there any movement from the Thai government, especially the Bank of Thailand?"
"An emergency meeting is being held, don't worry, they won't be able to hold on for long, not to mention we are well prepared."
Ding Wenming glanced at the time in the lower left corner of the monitor and muttered: "Wait for another twenty hours and contact us in time if anything happens. In short, it's not a last resort. Don't let us press the last chip that determines the outcome."
"knew."
? ? ? ? ? ? ? ? ? ??John Chen in the Bangkok NB Bank conference room smiled at Zhang Zhang and said: "We are under a lot of pressure, and the American cowboys are under even more pressure. I will not compete with them for this honor. Besides, I have other funds left." "
"Okay, I'm waiting for your good news."
Bangkok, Singapore, Jakarta, Manila, Kuala Lumpur, Taipei, Seoul more than two dozen investment managers and fund managers from Xinsheng Investment, Diamond Capital, and nb Bank have introduced their respective situations one after another. Huge bets amplified dozens of times through investment leverage have been put on, and everything is ready except for the east wind.
This is the biggest gamble since the establishment of "Diamond Capital". Although it is late at night in the United States, Prince Mateb still stays in the office and maintains contact with Hong Kong and several major Islamic banks with close relationships.
"Zhang, Ding, Mohammed and I just had a phone call. Riyadh and Kuwait made it clear that funds are not a problem. It's up to you now." His Royal Highness yawned continuously. He didn't look at Vice President Wu and Vice President Guan since the connection. Wait for a look.
Playing makes your heart beat!
To prepare for this moment, nb not only raised a large amount of funds from the Middle East, but also prepared more than 10 billion US dollars in Russia, which no one expected. Thailand, Singapore, Indonesia, Malaysia, the Philippines, Taiwan and South Korea are at war on all fronts, and the foreign exchange and stock markets are double-killing. In comparison, Soros's little capital is simply not enough.
That¡¯s more than 130 billion U.S. dollars. If magnified ten times, it would be 1300 billion. Even if the economic structure and financial system of Southeast Asian countries are normal, under the pressure of such a massive amount of funds, huge waves can still be set off.
Vice President Wu was secretly frightened, while the two Hong Kong government officials were ecstatic, because Zhang Cheng could appear here in person and agree to the Financial Judiciary Group's injection of funds into Xinsheng, which meant that the nb department would not sit idly by in the next crisis. .
Zhang Cheng didn't think as much as they did. To him, money was just a number. He half-reclined in the leather seat, holding a cup, and said with a leisurely smile: "Your Highness, you should be looking at Mr. Ding, I believe it." He won't let you down."
If he wins this battle, he will become the richest man in Arabia. His wish is about to come true. Prince Mateb, who is wondering whether to buy a Boeing 747 and convert it into a private jet, laughs and says: "Of course, Ding has never let us down before. No, it won¡¯t happen now, and it won¡¯t happen in the future.¡±
Ding Wenming was so dumbfounded that he couldn't help but remind him: "Investment is risky, and no one knows the outcome until the last moment. Your Highness, I dare not give you any guarantee."
"You have to have confidence in yourself, Ding. I am optimistic about you and I have never doubted your ability."
Thailand is just an appetizer, what we really want to do is Indonesia, and after Indonesia's economy is in trouble, there will be political instability. Once again, the charter does not want those wolf-hearted monkeys to do such cruel and inhumane things next year, let alone watch it. Until they committed heinous atrocities with impunity.
"Your Highness."
He suddenly sat upright and smiled at the screen: "The tropical scenery in Jakarta is nice. Xia Yao and the children have always wanted to go. I plan to go there for a month or two vacation after I finish my busy work. I wonder if you are interested. ?¡±
¡°Going to Jakarta for vacation?¡±
"Forehead."
After being friends for so many years, Prince Mateb knew him too well. After thinking about it, he suddenly smiled and said: "Okay, I am honored to accept your invitation. Give me a call when you want to continue." (To be continued, please search Gone with the Wind. Astronomy and novels are better and updated faster!