In the next few days, Ye Kai accompanied Zhong Liyu to visit several places in Longcheng.
Although it is a snowy day, there are many places to play in Longcheng, especially the several hot spring resorts, which are well developed. There are also small fish bathhouses imported from Qionghai, which are very comfortable to soak in.
Watching a group of small fish that can live in hot springs swim around your body and use their small suction cup-like mouths to eat the dead skin on the surface of your body is indeed a unique feeling.
"Actually, the advantage of being a financial expert is that when you need to buy or sell stocks and bonds, you don't have to worry too much." Ye Kai said to Zhong Liyu with some emotion while lying in the hot spring, leaning on a warm big stone.
"If your words spread, I think many people will be depressed to death." Zhong Liyu said with a smile.
To be honest, these financial experts are actually just errand boys. If they were really so capable, they would not go out to work for others.
In essence, they are just a group of ordinary people who are familiar with financial business. Sometimes they will talk nonsense, but the chance of being deceived is relatively small.
If we really put them in a more important position, then it is really unlikely that the company's money will increase in value.
"As a boss, you have to make decisions on major matters." Ye Kai tilted his head and said to Zhong Liyu beside him, "This time we have a little more money, but we need to pay more attention to how to invest effectively.
.I will leave you about one billion U.S. dollars, and you can spend it as your own money."
"Do you have so much private money?" After hearing this, Zhong Liyu said with a smile, "If you give me so much money at once, I really don't know how to spend it."
"How much money are you afraid of?" Ye Kai said, "If you are too lazy to use your brain, you can put it in the bank. If you want to run it, you can also invest it. Anyway, this money is for you. How to spend it is up to you.
It’s something.”
"Aren't you afraid that I'll take it out to cover up the pretty boy?" Zhong Liyu looked at Ye Kai and asked.
Ye Kai smiled and said, "Is there such a bold pretty boy?"
Not to mention whether anyone knows that Zhong Liyu is behind him, even a normal person would know that a young female boss like this who is in charge of a large company is definitely not a simple person.
If you want to take care of Zhongliyu, you have to be prepared to be dragged into filling cement pillars.
"Forget it, one billion dollars is a bit too much." Zhong Liyu shook his head and said.
"This is necessary. You manage the business for me every day, and you must have pocket money." Ye Kai said, "When the time comes, you will have private jets, private yachts, and vacation villas in various places. My identity does not
Convenient, but it’s not surprising that you have these things.”
"If you put it this way, one billion US dollars is really not enough." Zhong Liyu said.
"I'm not talking about your private money. These expenses will be covered by other expenses." Ye Kai replied.
The two of them just wore swimsuits and trunks and were lying in the hot spring soaking. Although there were some guests here, everyone was basically far away from each other and did not disturb each other.
In recent times, the social security situation in Longcheng has improved greatly. It is worth mentioning that various investments from other places have suddenly increased, which surprised the provincial and municipal leaders.
Another piece of news worthy of attention is that it is said that Municipal Party Committee Secretary Kai Kanazawa may be included in the Standing Committee of the Provincial Party Committee.
"It seems that you have been relatively free recently. Do the officials at the department level have nothing to do?" Zhong Liyu suddenly asked.
In her impression, it seems that Ye Kai has always been someone who refuses to stop. Whether he is in the capital or in Jiangzhong, he is always busy and busy. After coming to Longcheng recently, in addition to starting He made a big fuss and then became quiet, which was not in line with his character at all.
"I'm just the Secretary of the Discipline Inspection Commission, not the Municipal Party Committee Secretary or the Mayor. My affairs are of course much simpler." Ye Kai replied, "Actually, most people in this city don't want me to be too high-profile. After all, the Discipline Inspection Commission If the work is too successful, it means that there are too many loopholes in the city's management, so if there is nothing big, I don't even want to attend the weekly work meeting."
The work of the Discipline Inspection Commission should not be high-profile. The stronger the anti-corruption efforts in your city, the more corrupt officials there are in your city. This will have a great negative impact on the image of the city and the image of officials at all levels. The huge negative impact and the resulting series of reactions are definitely not something Ye Kai, the lone Secretary of the Discipline Inspection Commission, can handle.
When Ye Kai has reached the point where he is now, the issues he has to consider are no longer as simple as making some political achievements of his own. Of course, he can catch a few role models to add glory to himself. It is actually very simple to do so. However, the direct consequence of doing this is to make other big figures in the city resentful and form a negative gathering of forces, which is quite unfavorable to him.
"That's fine, just think of it as a rest for a while." Zhong Liyu leaned over, next to Ye Kai, and said softly to him, "You cannot control the general situation of the country alone."
"Fortunately, I have made some money, so I don't have to worry about having a hard time in the future." Ye Kai smiled and said, "I think it is better to keep these funds overseas. After a while, the Japanese yen will also have opportunities."
"Is it Japanese yen? Bullish or bearish?" Zhong Liyu asked.
"Appreciation." Ye Kai said, "However, this trend will probably take about two years to be seen. I am not in a hurry now, but if there is a layout, we should start now."
"If that's the case, wouldn't the 40 billion U.S. dollars of funds be secured?" Zhong Liyu asked.
Ye Kai nodded and said, "That's true."
In fact, the exchange rate of the yen against the U.S. dollar has always shown a continuous appreciation of the yen in a cycle of several years, and every cycle the yen doubles in appreciation.
For example, from 1971 to 1978, the Japanese yen exchange rate rose from 360 yen to 1 US dollar to 180 yen. From 1985 to 1989, the Japanese yen exchange rate rose from 240 yen to 1 US dollar to 120 yen. From 1990 to In 1995, the Japanese yen exchange rate rose from 160 yen to 1 U.S. dollar to 80 yen.
Judging from the history of changes in the yen market, there have been two periods of intense appreciation of the yen since the 1980s. The first was from the Plaza Accord in September 1985 to the beginning of 1988. At that time, it was due to the huge balance of payments deficit in the United States.
, requiring the yen to appreciate.
According to the Plaza Accord, which pushed up the yen, the exchange rate of the yen against the U.S. dollar rose from 240 yen per U.S. dollar before the agreement to 160 yen per U.S. dollar in May 1986.
Since the Reagan administration in the United States insisted that the appreciation of the yen was still insufficient, it continued to push up the yen through verbal intervention and other forms. In this way, by the beginning of 1988, the exchange rate of the yen against the US dollar further rose to 120 yen per US dollar, which was exactly the same as the square
The exchange rate had doubled before the agreement.
The second time was from February 1993 to April 1995. At that time, Treasury Secretary Bates of the Clinton administration made it clear that in order to correct the imbalance in Japan-US trade, an appreciation of about 20% of the yen was needed. At that time, the yen
The exchange rate is roughly around 120 yen per U.S. dollar, so according to the US government's inducement target, the Japanese yen market quickly rose to 100 yen per U.S. dollar.
Later, as the Clinton administration adopted a relatively harsh attitude towards Japan-US economic relations centered on automobile friction, in April 1995, the exchange rate of the Japanese yen surged to 79 yen per U.S. dollar, setting a record high.
The appreciation of the yen, and under the influence of expectations of appreciation, international hot money entered Japan and invested in the real estate industry, causing prices in the real estate market to be artificially high and a serious bubble to appear.
As the property market continues to rise, the yen continues to appreciate. When the appreciation reaches a certain stage, hot money withdraws for arbitrage, the property market collapses, and the yen plummets.
"In fact, investing is very simple. What matters is the combination of politics and economics." Ye Kai said to Zhong Liyu, "Now that the Clinton administration has a demand for the appreciation of the yen, hot money from all aspects will enter Japan for speculation, and it will take two years.
In a short time, you can double your assets. This is a very good choice for large funds. What's more, investing in the real estate market will increase your profit expectations a lot, so I think as long as you invest properly, you can earn about four times.
The profits are relatively safe.”
"If you add in the gains from short-selling the Japanese yen, it will probably be even more," Zhong Liyu said.
Ye Kai laughed, "That's natural. In fact, making money is very simple. It depends on whether you can correctly judge the situation. Just follow the trend."
"To what extent do you think the yen will eventually appreciate?" Zhong Liyu asked.
Most people will definitely find this kind of question difficult to judge, but Zhong Liyu has previous experience and naturally has strong confidence in Ye Kai's judgment, so she is not afraid to ask him a clear number.
"Well..." Ye Kai pondered for a moment and said, "If my prediction is good, I should be able to break through 80 US dollars, but to be on the safe side, I think I will be satisfied if I can reach 82 US dollars. If I am not greedy enough, I will easily go wrong.
.”
Ye Kai himself cannot guarantee that history will completely follow its original trajectory. After all, his little butterfly wings have been fluttering for a while.
However, judging from the general trend, the world situation has not changed much whether it is political or economic. Therefore, the general direction of U.S.-Japan economic relations should not change. This matter can still be taken seriously.
"Well, let's give this operation a code name." Ye Kai said to Zhong Liyu, "How about the bathing storm?"