Lu Ming was lying on the bed in the bedroom, holding a tablet and browsing international financial information. An Yirou, who came out of the bathroom, came to the bedroom, tossed the towel and got into bed. Lu Ming couldn't help but say: "This trip to Xiangjiang
, how much profit can we make?”
Hearing this, Lu Ming made a slight assessment and smiled: "Expectation... let's say at least 200 billion as a minimum."
An Yirou covered her mouth and exclaimed: "What did you say? Two hundred billion US dollars?"
Lu Ming tilted his head and glanced at her and corrected: "RMB, two hundred billion US dollars is enough? Even if it is 40 times leveraged, international hot money will not give me so much money to cut, and they are not stupid, they will not stand still.
Let me cut it."
The net profit of RMB 200 billion is quite an exaggeration, because this trip to Xiangjiang will not last long, only a few days a week. I don’t know how much profit I made in such a short period of time.
The bears are going to explode on the spot.
This is a zero-sum game. As much as Tiansheng Capital makes, the short side loses as much, and even loses everything.
Every profit Tiansheng Capital earns is the flesh cut off from various international short-selling funds.
The foreign exchange market is so exciting.
An Yirou leaned aside and watched the international news with Lu Ming. She didn't bother him in the past two days. She also knew that it was a critical moment, so she allowed him to save his energy and devote himself to work with sufficient energy and condition.
Come.
At this moment, it is already daylight in the Western Hemisphere, and global speculative funds and short-selling institutions that are shorting the RMB have begun to mobilize public opinion companies to start a short-selling mode.
Various analysts on Wall Street jumped out today and said that the most profitable strategy this year is to short the RMB.
Some top fund managers in Europe and the United States have expressed their views. They believe that the RMB is seriously overvalued and it is necessary to fall further to return to a reasonable market valuation.
Analysts from Goldman Sachs Capital also made public comments in the media, saying that the biggest risk faced by the rebound of emerging market assets is the sharp depreciation of the renminbi, and the main risk is the collateral consequences of this change.
Morgan said that in the face of the strengthening of the U.S. dollar and slowing economic growth, policymakers may devalue the yuan, which will cause a chain reaction in emerging markets.
Lu Ming watched the international financial order for nearly an hour at night, and what he saw was that these Wall Street capitals showed a strong and unanimous consensus, that is, they hope that the RMB exchange rate will plummet.
Lu Ming was not surprised at all by this.
Because of this, they can make a lot of money with their blood.
The current trend of the RMB is about to break 7. It can be said that the international short sellers are now very satisfied and seem to have a winning chance.
"We have almost lured the enemy in. As expected, we will close the net next week and enter the countdown to 'close the door and beat the dog' to let them know that the central government is the boss of the RMB." Lu Ming tossed aside the tablet.
, conveniently hugging his little girlfriend.
"sleep!"
…
Also today, Yangma has published an article warning international hot money and speculators. An excerpt from the article is as follows:
[...Some speculative forces try to speculate on the RMB and make profits from it. Their trading behavior has nothing to do with the needs of the real economy and does not represent the real market supply and demand. It will only cause abnormal fluctuations in the RMB exchange rate and send wrong price signals to the market. Faced with these
International speculative forces, the central bank is more determined and capable of maintaining the basic stability of the RMB exchange rate at a reasonable and balanced level.]
It is no exaggeration to say that this warning can be said to be the last chance for them to give up their voluntary evacuation. It is the most benevolent and the financial version of "don't say it is unforeseen." However, at this moment, various international speculative capitals have already
What they see in their eyes is not the huge risk of heavy losses that are about to happen, but what they see is a gluttonous feast of capital that seems to be within easy reach after the RMB is about to break 7.
Where else can I hear Mother Yang’s benevolent voice?
…
January 8th, today is the last trading day of the week. Tiansheng Capital’s remaining 20 billion U.S. dollars of bullets were all filled today. It went unilaterally long with 50 billion U.S. dollars. Once the bullets were spent, it was time to sit back and watch the show.
And today is also the day when Yangma strikes hard.
Tiansheng Capital is not a regular Guo Jia team, and Lu Ming has not had any direct or indirect contact with the management. It can be said that everything is kept secret, and no direct or indirect communication is required. Lu Ming also
Can understand its meaning.
Even though there was no contact, Lu Ming knew very well that during the two weekends, the central government had already begun to take action, asking Zhongzi Bank and relevant state-owned enterprises for details such as those people or institutions holding short RMB positions.
There is no doubt that the central government is trying to cut a snake short of a snake and start directly from the RMB supply chain.
From the perspective of the entire arbitrage process, the Achilles heel of international speculative capital lies in the supply of RMB. As long as there is no money supply, the entire arbitrage operation cannot be executed.
Before Yang Ma issued the warning, she had already figured out where the Achilles heel of international speculative capital was. We rabbits never fight unprepared battles, and the results of the investigation showed that this place is clearly the big city where Lu Ming is currently located.
The city - Xiangjiang!
Data from September last year show that offshore RMB deposits in Xiangjiang were about 895.5 billion yuan, accounting for more than half of all offshore RMB deposit balances, followed by Singapore and other places.
However, Xiangjiang accounts for more than 70% of global RMB payments, and RMB receipts and payments with the mainland account for more than half of cross-border receipts and payments.
Because of this, it was also the biggest reason why Lu Ming went south directly to station in Xiangjiang.
…
On Monday, January 11, Lu Ming arrived at the snack trading hall set up in the conference room early, and his trading team was in place before him.
At this moment, Lu Ming looked at the projection screen on the wall. Tiansheng Capital's account showed that it was currently in a floating loss state, with a book loss of 29 billion yuan, but he was not worried about the current floating loss at all.
Lu Ming walked comfortably in the trading room with a cup of hot tea, passed the traders' workbench, and said with a smile: "Brothers, if nothing unexpected happens, the show is about to begin, so keep an eye on the board.
"
Everyone was confused, including Qi Wei.
Until now, they still don't know what Lu Ming's operating logic is, and they just strictly follow his requirements.
At this moment, the most important first battle in this currency war that has lasted for more than a year, that is, the encirclement and suppression of this group of international speculative capital has begun.
Neither the smoke of gunfire nor the face of the opponent can be seen, and all the battles are reflected in the fluctuations of the curve.
…
In a guest room on the lower third floor of the Ritz-Carlton Hotel where Lu Ming was, two middle-aged foreigners in suits and leather shoes were sitting together. One of them had just arrived in a hurry.
"Mr. Fred, the situation is a bit different from our expectations. The HIBOR overnight interest rate suddenly skyrocketed today!"
"What? How much has it increased?"
"It surged from 4.01% on November 8 last year to 13.41%, an increase of more than 940 basis points, setting a new high since data records began in 2010."
"how so?"
"There is news that the central bank of China directly purchased a large amount of RMB in the offshore market!"
The so-called "HIBOR" refers to the RMB lending rate in Hong Kong. Its skyrocketing reflects the fact that the supply of RMB in the current market exceeds demand, and things are rare and expensive. When everyone is rushing to buy RMB, the cost of RMB will naturally rise.
What's more, they don't even know that Lu Ming has swept away more than 300 billion in the past few days. All channels in the onshore market are blocked. There is no RMB in the offshore market now. How can he short-sell if he can't borrow RMB?
Today there are already rumors that Zhongyin Xiangjiang Agency Bank will tighten the supply of offshore RMB, and there are also rumors that the Central Bank will directly buy it.
This is definitely a king!
Some speculative capital has realized that the situation is not good.
…
(Ps: I wonder, why do I keep cashing monthly tickets and adding updates, from morning to afternoon, and I always owe 5 more updates to be cashed? 3,000 votes have just been cashed, which is exactly 3,500 votes. Monthly tickets can also have a high degree of control? Isn’t this nonsense...
