The Crimea incident occupies the current international focus and news headlines. Everyone is staring at the affairs of Da Mao and Er Mao.
At the same time, the domestic side is also negotiating with America's people. Both sides have chips in their hands. This game is nothing more than seeing who has more chips and whose chips are more powerful.
This time, due to the sudden incident in Crimea, Europe and the United States fell into a passive situation in terms of gallium and germanium, and these raw materials will not be able to get rid of the supply chain of the Greater China market for at least ten years. It can be said to be a real disruption.
Reached the pain point.
Laos and the United States took the initiative to send people to negotiate and negotiate, which was a subtle sign of weakness. In response, the domestic side relaxed the operating restrictions and investment scope of foreign capital.
However, the fact that the raw material control of gallium and germanium came into effect on April 15 has not changed, and we need to show more sincerity.
Old Americans are not vegetarians either. One thing on the surface and another on the other will soon take place.
The warships here just came over with the intention of seeking relief, but then the American warships from the other side went to Africa, and then started to wander around the edge of the territorial waters in the southern part of the great Eastern country, still saying "Ziyou" in the same way.
under the guise of "sailing".
This move is a trick of "making something out of nothing". It is the United States "creating" its own bargaining chip for itself at the negotiation table. If you want the warship to leave, you have to give up the bargaining chip in exchange.
I have to say that Lao Mei is a veteran gangster after all.
The swaying of the old and American warship also caused the negotiations between the two sides to fall into a stalemate.
Various capital markets are also paying close attention to the progress of this negotiation. When they saw that the United States and the United States were letting their warships come to hang out at this juncture, the capital markets were frightened again and felt that the negotiations did not seem to be as expected.
This also caused the A-share market to fall for four consecutive days in the last few days at the end of March. The market index closed down -0.18%, -0.83%, -0.24% and 0.41% respectively, closing at 2033.31 points.
It’s not surprising that the United States is used to this method of creating chips out of thin air.
But you can still play like this. Isn't it just to create chips? If you have a lot of cards in your hand, you can also draw a few extra cards "out of thin air" into your hand.
In April, the two sides met again for consultations and directly showed the "antimony" card on the negotiation table.
Unlike the two raw materials of gallium and germanium, antimony is mostly used in the military industry. Once the sale of antimony metal is banned, it will inevitably affect the development of North American military companies. For example, the old American military company Raytheon, if there is no Greater China
Material supply will greatly affect its normal operation. Raytheon actually has many suppliers in the Greater China market.
Nowadays, it is very important for any country to have strong military strength. Although we are in an era of overall peace, turmoil between regions is still happening. The Crimea incident happened just a few days ago.
Therefore, no country dares to relax its military development, especially big countries.
In the first two days of April, the A-share market rebounded slightly for two days after falling for four consecutive days. There was neither a big drop nor a big rise, and it remained fluctuating around 2050 points.
Risk-averse investors in the capital market have withdrawn, and the rest are waiting and watching, so the market is sideways, waiting for the boots on the ground of the negotiation process between the two parties.
Just on Thursday, April 3, a piece of anecdotal news spread and caused a shock in the capital market, causing the A-share market to fall rapidly in the afternoon, once falling by more than 1 percentage point, almost engulfing the rebound in the previous two days.
It is rumored that in addition to controlling the two rare metals gallium and germanium, the export of "rare earth elements" may also be restricted.
This situation seems to have not only not eased, but also seems to have worsened.
The stock market plummeted in response.
But in fact, this is also an operation to create chips "out of nothing", otherwise it would not be a rumor.
When the Americans saw this situation, they looked at the situation in Crimea, which was not optimistic. They also looked at the date and saw that there were only 12 days left before April 15, the date when gallium and germanium controls officially came into effect.
Forced by the situation, I finally chose to give in. After struggling for so many days, Lao Mei also put away his extravagant tactics and started to have a good talk.
The outside world does not know exactly what was discussed, so we can only wait for news.
But on Friday, April 4th, the outside world saw another detail change, that is, the American warship that was originally hanging out in front of the house quietly slipped away and sailed towards Hengxuhe Port in the direction of Xiaobenzi.
Investors looked at it and thought, Huh? There is new progress. Is this a false shot?
So the big A-shares immediately rebounded by 0.74% after today's "der", which reversed yesterday's negative trend. The market index closed at 2058.83 points, standing above 2050 points.
…
Saturday, April 6th, Jingxinju Villa.
"There is new progress in this negotiation and we have finally reached a consensus." Tian Jiayi received the news and was reporting to Fang Hong: "We have lifted the restrictions on gallium and germanium on April 15 and restored normal supply."
Tian Jiayi added: "North America has lifted previous restrictions on equipment such as photolithography machines and restored them to the status quo before March 10. In addition, it has lifted restrictions on quantitative capital and has unfrozen $6 billion in previously frozen assets.
That’s basically it.”
Hearing this, Fang Hong nodded with satisfaction. The domestic side did not pay any price after all this effort to restore the situation to its original state. On the contrary, the sanctions of quantitative capital were removed. This time the game was slightly beyond expectations.
Fang Hong asked: "Quantitative capital wants to set up a management fund with an upper limit of US$200 billion. What Wall Street capital wants to get on board?"
This time North America has lifted last year's sanctions on quantitative capital and is willing to unfreeze the frozen US$6 billion. One of the important bargaining chips is the promise of a US$200 billion cap with a guaranteed annualized return of 25%.
An annualized minimum guarantee of 25% is given, and the size of the capital pool is limited, with an upper limit of US$200 billion.
Without a cap on capital, there will never be a promise to guarantee a 25% annualized return. Otherwise, if the other party throws away US$2 trillion, it would mean a guaranteed profit of US$500 billion a year, and Qunxing Capital cannot afford it.
Only after setting an upper limit can we dare to promise a minimum guarantee of US$50 billion, which is definitely no problem, and we will definitely make more than US$50 billion.
But at this moment, after hearing Fang Hong's inquiry, Tian Jiayi shook his head and replied: "The specific list has not been confirmed yet, and it is expected to be announced before the end of the first half of this year."
Fang Hong nodded.
The big pie with a minimum guarantee of 50 billion US dollars every year is a big benefit. The lower limit is 50 billion US dollars, and the upper limit of income has not yet been capped. It can be seen that this 200 billion US dollars of fund management share is obviously impossible to be managed by a capital institution within Wall Street.
If it is taken alone, it will definitely be divided among many parties.
Since they are going to divide it up, they will definitely have internal competition for the share of the US$200 billion. It is certain that this capital pool will reach the upper limit of US$200 billion.
However, whether it is quantitative capital or Qunxing Capital, it does not matter the internal game of Wall Street. Whether the management funds are monopolized by one company or divided up is their business.
Anyway, it’s up to you how much money you have to spend to take it over.
