The investment era of rebirth

Chapter 487 Taking advantage of the situation!

"This...isn't it good?" Zhou Guohua said.

Xie Zhenhua smiled, and responded: "If you want to win over such a person, it's better than icing on the cake!"

"Mr. Xie, what do you mean..." The assistant standing aside instantly understood, "Okay, I'll release the news immediately and try my best to get the attention of the head office of the Chinese Commercial Bank."

Xie Zhenhua nodded slightly, and continued to order: "Don't be too deliberate, just like Lao Zhou said just now, the loan approval for such a name is still such a large amount, it is difficult to pass the bank's risk control, you just need to put this Just point out the relationship between the purpose of the loan approval and the project they invested in. Later... the risk control department of the bank loan approval will naturally examine the risk level of the loan. I guess even if the loan can be approved in the end , I am afraid that the time it takes will not be short."

After listening to Xie Zhenhua's instructions, the assistant answered and left.

But Zhou Guohua thought about it for a while, but he also understood Xie Zhenhua's motives, and said: "Xie always wants to take advantage of the loan they approved to be blocked, deliberately show favor to them, and win over this institution, or this person surnamed Su. Kid?"

"Why can't we take the opportunity to invest in this institution?" Xie Zhenhua said with a smile.

Zhou Guohua coughed lightly, and said, "Even if the loan they approved was blocked, the surname Su would not easily use the equity of the company 'Yuhang Investment' for financing, and the actual assets in his hand Quite a lot, it’s not impossible to make up 10 billion cash by other methods!”

"and also……"

Zhou Guohua paused for a moment, and continued: "Their investment in 'Sankuai Online Network Company' is just an external investment project. Although an agreement may be signed, even if the contract is not performed, abandoning this investment project and compensating for part of the liquidated damages are basically the same. It will not have much impact on their company's operations and fundamentals."

"The news...is it accurate?" Zhang Guangnian, the chief analyst of Huashang Securities who happened to be a guest at Liao's house, asked.

Zhou Guohua nodded and said, "That's right."

"I hope!" Xie Zhenhua nodded.

"The market should have entered a rebound cycle for the time being." Zhou Guohua said, "But the specific continuity, I am afraid we have to observe and observe."

Zhang Guangnian's heart was shocked, and he said in shock: "Old Liao, you really dare to think about it!"

Xie Zhenhua smiled lightly, and did not answer directly, but instead continued: "The domestic financial trading market is a compound policy market. But in general, it still serves policy guidance.”

Xie Zhenhua laughed and said: "This is just my personal opinion and opinion, I can't count it."

"Overall, the domestic economic recovery potential may be much deeper than we thought."

"At the same time, the global economy has not completely shaken off the shadow of the 08 financial crisis, and various problems and local crises still exist."

Liao Guanghua nodded slightly, and agreed: "If 'Yuhang Investment', an emerging asset management institution, is really allowed to get a share of the cake of 'Pension Fund Investing in the Market', this institution may also become the entire asset management institution in China. A company at the forefront of the industry, in fact...Thinking about it carefully, it may not be a good thing for this organization."

"At the same time, the Fed's monetary policy shift will also drive domestic monetary policy."

"Wan Ting's temperament is a bit stubborn." Zhou Guohua nodded slightly, "But children, they all mature slowly. After a few years, she will understand."

"Combined with the good news of 'Shanghai-Hong Kong Stock Connect', 'reform of state-owned enterprises and central enterprises', 'pensions entering the market' and other aspects, it is basically that the regulators are directly going to stimulate the stock market."

He doesn't need to care what other people think of the market, but he has to care about Xie Zhenhua's judgment on the market. After all, the other party is really a veteran who has experienced the ups and downs of the market. Much more sophisticated and profound.

Zhou Guohua was shocked after hearing Xie Zhenhua's analysis.

Xie Zhenhua shook his head helplessly, and said: "In a few years... hey, forget it, let's not talk about this kid, let's talk about the recent market performance? The institution 'Yuhang Investment' put all its positions in, and the market rebounded In full swing, the hype of the two main lines of 'military industry' and 'big infrastructure' is also booming, what do you think of all this?"

"In the domestic financial trading market, it is hard to find talents, so they should be used reasonably." Liao Guanghua said, "Since Director Qian dares to set this precedent, why not let us follow suit? Even if we do this... the fund management fee will definitely increase. It’s a lot less income, but the fund’s sales scale, with this kid’s current fame and market influence, should easily explode, it can be described as a win-win cooperation!”

Zhang Guangnian was taken aback for a moment, and replied in a daze: "What do you mean?"

"Since he started the 'Fortune Road' trading seat in our sales department..."

"There is also the Shanghai stock index below 2500 points, which has been maintained for three years."

"Mr. Xie's personal opinion still has a high reference value." Zhou Guohua responded with a smile, "I have overlooked many important things."

"Sure enough, the moon is the first to be close to the water!" Zhang Guangnian said with emotion, "The influence of President Su of 'Yuhang Investment' is really getting bigger and bigger."

"You said... Shall we reciprocate?" Liao Guanghua pondered for a moment and said.

"Although U.S. stocks staged a more powerful rebound last night, they still look shaky."

"It means that according to your judgment, the market trend is more likely to fluctuate in a range, right?" Xie Zhenhua continued to ask.

"With the superposition of these various factors, the chances for the Shanghai Stock Exchange Index to achieve a breakthrough are quite slim!"

"If you look at the enthusiasm of the majority of investors in the current market for the 'Yuhang series' fund shares, you will know."

"Recently...how is Wan Ting doing?" Zhou Guohua hesitated for a moment, then changed the subject and asked.

"Agent fund management business!" Liao Guanghua said with a chuckle, "Our self-operated investment department, those funds that don't sell well, can be handed over to 'Yuhang Investment' for management on behalf of them, and follow Director Qian's example. The practice may have unexpected results.”

Zhou Guohua thought for a while and replied: "Based on the calculation of the new buying volume in several trading days this week, the height of 2400 points should be visible. As for whether it can hit 2500 points again, open a higher level. There is still no sign of the market space.”

Hearing Zhou Guohua mentioning his daughter, Xie Zhenhua couldn't help but sighed softly, and said: "Wan Ting's personality is exactly the same as her mother's. Now I say nothing, it won't help, it's not...Staying in Yuhang, fortunately Her cousin Chen Yao is now able to do some things, and she can basically keep an eye on her."

"But it's not a bad thing." Zhang Guangnian continued, "You... are probably under pressure?"

Liao Guanghua lightly raised the phone in his hand, and said: "Old Zhao's phone number from Huijin Company should be correct. Director Qian is really quick enough to focus on the institution 'Yuhang Investment' so soon. .”

"Mr. Xie means..." Hearing Xie Zhenhua's words, Zhou Guohua already understood what the other party meant, and asked, "There is still a high probability of a breakthrough in the market?"

"It is true that the global economy has not completely shaken off the shadow of the 08 financial crisis."

Since the other party has shouted the slogan of 'bull market' in a moment, he has to pay attention to it.

"You know, there is still a certain gap between us and Huaxin Securities, Huatong Securities, Huaxin Construction Investment, and Huatai Securities!"

"Have you ever thought about the possibility of a market breakthrough?" Xie Zhenhua took a sip from his tea cup and said with a smile, "There is a lot of good news in the market recently!"

"Since it's the news from Old Zhao, there should be nothing wrong with it." Zhang Guangnian responded, and continued, "However, Director Qian's action is too fast, right?"

At the same time, in another villa in Yanjing, Liao Guanghua, the general manager of the proprietary investment department of Huashang Securities, also got a private meeting with Qian Zhongmou, the newly transferred 'Director of Special Investment Strategy Department of Pension Fund' of 'Yuhang Investment' The gossip about Su Yu from the company, couldn't help but sighed softly, and said with surprise: "I really didn't expect that the planning process of 'pension fund planning to invest in the market' has just started, and Yuhang has won the first place in investing in this institution."

"In this way, Mr. Xie wants to take the opportunity to invest in this institution. Since 'Yuhang Investment' has not encountered any major difficulties, to be honest...according to my understanding of this young man surnamed Su, it is very important. It is difficult to cut in, relatively speaking, it is better to take the initiative to lend money to them when they are blocked in loan approval and temporarily short of money, to form a good relationship, and at the same time, to draw a human relationship."

Liao Guanghua chuckled twice, and said: "This year, the performance of our self-operated investment department is very good. There are many self-operated funds, and they are also selling well in the market. What pressure can I have? Speaking of it, Yuhang Investment 'This President Su is really the lucky star of our company."

The two of them just sat in the yard, chatting babblingly.

"Since Mr. Xie has said so, it seems that I have to go back and re-examine the market trend, and adjust my trading strategy accordingly." Zhou Guohua pondered for a while, and said with a smile, "The funds of the 'Yuhang Department' have changed completely. , it seems that it is not only a signal for the market to go long!"

Liao Guanghua shook his head and said, "It's hard to guess. According to Director Qian's itinerary all the way south, anyone can do it!"

"Let 'Yuhang Investment' take the top spot and take the first share of the cake, which is equivalent to slapping the entire state-owned asset management system in the face!" Zhang Guangnian said, "This 'Yuhang Investment' Mr. Su, who invested in', really grew up too fast, which caught people off guard."

From the Yuhang investment, we talked about the market trend; from the market trend, we talked about the economic situation at home and abroad.

"In short, the actual impact of this loan approval on their company will not be too great."

"Who could it be?" Zhang Guangnian asked.

"Furthermore, the external market trend does not seem to be very good."

"The recent changes in market news are very frequent."

Liao Guanghua was silent for a while, and said, "Someone must be making a match!"

"How about your height?" Xie Zhenhua continued to ask.

Zhou Guohua smiled, and continued: "No matter who it is, the favor of 10 billion will be moved, right? But since Qian Zhongmou has found this kid surnamed Su, looking forward to the future, 'Yuhang Investment 'The future of this organization is truly limitless, and the 10 billion favors are worth it."

"Breakthrough?" Zhou Guohua was slightly stunned, and said, "The real pressure above the index is at the 2500-point line. It is not easy to really break through the 2500-point mark. This is not only because there are many good news in the market The news can really come out."

"In our country, for the sake of sustained economic growth, we have also begun to adjust the existing macro policies. On the one hand, we have reopened the restrictions on the property market and promoted the banner of 'new infrastructure' to stimulate the economy; on the other hand, we have given continuous policy support to emerging industries. Promote the development of industries such as the Internet, mobile Internet, and smart phone industry chains."

"Market investors expect that at the 2500 point position, it is basically a bearish idea."

"I feel that the market seems to have reached the critical point of the long-short pattern. I can't say it. In this position, with the combined forces of internal and external factors, it can really stimulate a bull market!"

"Our company's brokerage business and commission income should have increased by more than [-]%, right? And the sales of self-operated funds are also increasing step by step every quarter. I heard that our company's brokerage business and fund share sales scale business now, It has almost squeezed into the first echelon of the industry."

Although Xie Wanting is the jewel in the palm of the Xie family and has nothing to do with him, at least the other party called him master when he was in An Lan Fund Company, and he always regarded the other party as a daughter in his heart. For a long time, it was hard for him not to care.

"However, signs of short-term economic recovery have already begun to show, which can be felt from the trend of the US monetary policy and the wind direction of each Federal Reserve meeting on interest rates."

"What you said has some truth." Xie Zhenhua thought for a moment before replying.

"It's not like there's no chance at all, is it?" Xie Zhenhua said with a smile, "According to several high-level meetings of the country, it is necessary to promote the healthy development of the domestic financial trading market, promote the in-depth reform of the domestic capital market, and promote the stock market to better play its role as an economic barometer." …These words and topics have not appeared once or twice, which shows that in terms of policy direction, a sustained bull market is needed.”

"Have you ever seen a 20% premium transfer for a private equity fund in the over-the-counter market?"

"The current 'Yuhang Department' fund is like this."

"Old Liao, if you want to increase the scale of fund sales, it is indeed a shortcut to do so, but the risk... is also not small." Zhang Guangnian said, "The private equity funds of the 'Yuhang Department' have not been established for a long time. Although the trend of its net worth curve is very perfect, it has not been verified by the market for a long time after all. Once we take advantage of its momentum and hand over the fund to them for management, when the performance of the "Yuhang Series" fund collapses, we will just lift a rock You smashed your own foot!"

Liao Guanghua smiled and said: "Director Qian is not afraid of this concern, what are we afraid of? Isn't it more important for pension funds to invest in the market and increase value than our company's self-operated fund? Don't worry... It’s over, there are people stronger than us who stand against it, even if the stone is thrown, it won’t hit our feet.”

(End of this chapter)