big financier

Chapter 217 Arguing on the show

In the financial center of Shanghai, there are only more than 10 private equity funds with a scale of tens of billions, and the rankings are different every year. Some of them have just been ranked, but disappeared without a trace the next year.

Therefore, the organizers only invited representatives of two established private equity funds, Pei Guangqian as a representative of rookies, and some people from public equity funds.

Of course, the discussion must be full of flowers, and different people discuss from their own perspectives in order to collide with insights.

The on-site staff adjusted the equipment, and the host began to let several investment managers sit down, and everyone adopted the method of group discussion.

People in the stock market are of course talking about ups and downs.

First, a man sitting on the side spoke: "The current economic recovery is in good condition, and the stock market should continue to develop a structural market, so our strategy is to attack the consumer economy and defend the infrastructure. The first quarter is still It is mainly based on big consumption, but the market continues to release risks, and sometimes it has to adjust strategies.”

Well said, worthy of being the leader of public funds, his views are very unique, Pei Guangqian agrees with his statement.

Don't look at what he said clearly, in fact, he is not very optimistic about the current market. In the last 10 years, when things like infrastructure were also faced with such a macro environment, the civil engineering and construction industries did perform well. .

Unfortunately, not much better.

Pei Guangqian followed his train of thought and said, "The valuation of the consumer sector is too high, and listed companies are facing a situation where their performance is below expectations. What do you think about this?"

The man thought for a while and was about to answer, but a man next to Pei Guangqian rushed to say: "The internal circulation is still based on consumption. I think this year's market should first decline and then rise. Didn't someone abroad calculate it?" Our economic trend! This year’s data should be good, especially in the second half of the year.”

"Then which sectors are you optimistic about?" Someone then asked.

The guy who spoke was the one who picked up Pei Guangqian as soon as they met.

"The pig cycle is still strong, and technology will also perform, such as primary productivity, so I don't think the market style has changed."

This is not nonsense!It's been different for a long time, and this guy is not very professional at first glance.

Or maybe it's a bad quilt, and I'm still fantasizing about using my mouth to fool one by one, waiting for the funds to solve him!

This is just like what Pei Guangqian saw on the Internet when others commented on his article, saying that people nowadays say that finance is stock futures, and leverage refers to margin. In fact, the tools derived from finance and insurance are the real Finance is the real leverage.

These people feel that they are still living 10 years ago. Taking foreign asset securitization as an example, they are afraid that they don’t know where to read some bullshit knowledge, so they come out to embarrass themselves.

Completely divorced from the current market, and pretending to know everything.

Back in the discussion, Pei Guangqian replied: "Pork stocks have long been outdated. So many companies have failed to achieve their expected goals. Everyone has reduced their holdings. Why are they still talking about it?"

The price of pork is already subject to speculation, and there is also the stagnation of the import market. With so many conditions added up, companies still cannot make money, and it can be said that they have already stopped making progress.

"Then what do you think you earn money from?"

"We have been adopting a hedging strategy. Naturally, we are going short or using some derivatives to avoid risks. In the current market environment, I think we should take a step at a time." Pei Guangqian said.

"If I'm not wrong, you haven't entered the ranks of tens of billions, and you still want to be short? I'm afraid you don't know how to die!"

Pei Guangqian glanced at the person who had been deliberately rubbing against him, there was nothing unusual about this guy.

Finally remembered his name, his name is Zheng Xiaolong.

"The market allows the existence of a short-selling mechanism, why can't it be done? So many stocks that skyrocketed last year were all junk stocks. Didn't you participate in it at the time and rejoice, isn't that reasonable?"

Zheng Xiaolong said: "The purpose of our investment is to make money, and it is reasonable to make money."

"Is it illegal manipulation? We don't have very good performance and the scale is not large. Is there something wrong with my strategy? It means that I am against you, and I can't beat you, right?" Pei Guangqian didn't know what he was talking about. Discussions turned into quarrels.

In fact, Pei Guangqian doesn't want to do this either, but he's not unreasonable. Just now, the public offering fund also thinks so. They don't want to be short, but is it possible that they don't let others do it?
Zheng Xiaolong turned his head away, didn't look at Pei Guangqian, and said, "A mantis' arm is beyond his control!"

"Then try?"

"Just try it!"

"Don't think that I don't know what you are doing, aren't you still engaged in those semiconductor stocks? I am bearish anyway, and now it seems that I might as well just be short. The sector that has been adjusted for so long has just started to improve , can it still take off?"

Discussions have changed and are on the verge of becoming a free game.

The host interrupted them, and a good program was temporarily terminated.

Forget it, Pei Guangqian didn't think much about coming.

Before leaving, Zheng Xiaolong said provocatively: "Wait for you and see if you are right or I am right."

Pei Guangqian ignored him. He said that he wanted to be short was not a whim, but this matter is not so urgent. It needs to be considered in the long term.

Xinsheng Assets Company, Pei Guangqian arrived at the office later than usual.

Seeing Pei Guangqian coming, Zhang Feng immediately came to look for him.

"Tony, I heard that you mean to let us get up in the morning to exercise?" Zhang Feng asked tentatively.

"What's the matter?" Pei Guangqian didn't know what she was talking about, but he was waiting for such an effect, and it was too soon.

"When we go to work in the morning, it is the most critical moment. You used to give us the morning report, but now you don't care about it, but I have to prepare to browse some of the latest information and explain it to my colleagues. If such precious time is spent How about doing health exercises?"

"You don't have to participate if you don't like it. Did I say that's what I mean? Did you hear me say it yourself?"

He often messes around in the workplace, so how can he do it without keeping his hand? Pei Guangqian also knew that Hua Yuan had deliberately arranged for a gangster to come over, but he didn't expect it to be like this.

It would be fine if he earns their money honestly, but that person doesn't know how to restrain himself, even if he doesn't do anything, he has to put on a show!I've never seen someone who likes to show off so much, and doesn't know that he will be hated by the whole company.

No self-knowledge.

And Pei Guangqian just wanted to show the bad side of that person to everyone as much as possible.

"That's what you said, so I won't participate from tomorrow!" Zhang Feng smiled triumphantly.

"I didn't say anything." Pei Guangqian said.

(End of this chapter)