A new week.

It was Monday, October 6, and a group of people in the Seaside Manor of San Lucas, California, set off at less than 7:30 in the morning.

A weekend of fun and exhaustion.

Britney Spears, Vanessa Johnson and other girls were not a little more energetic until they boarded Simon's Boeing 767. Last Friday, they came here early and only rode an ordinary Gulfstream V-shaped aircraft. This was the first time they entered the legendary Simon's Boeing.

However, curiosity still couldn't resist the fatigue. When the plane took off, they roughly walked around the cabin, and the girls went to the cabin bedroom to take a break.

Apart from Simon, there are only the older Amy Adams, Jessica Chastain and Lena Kane, who have no rest. Lena officially informed Amy about her about quitting her current job and becoming an agent for Jessica.

Since she has been with Simon, Lena can actually poach the two women together without any consequences. However, she does not intend to do this. At the same time, she will manage two actresses who are competitive and are expected to be on the front line. It is difficult to achieve equality in one bowl. Over time, it is inevitable that there will be conflicts. It is better to choose only one.

More importantly, of course, Lena now has more choices.

Not only Jessica Chastain and Paul Greengrass, but also "The Witch Blair" that will be handed over to Paul Greengrass, were almost packaged by Simon to Lena, which was enough for her to work for a long time and develop several potential clients by the way.

Unlike the girls who ran to make up for sleep, Simon boarded the plane and immediately started working hard.

It was already evening in the morning on the West Coast of the United States.

Simon sat down in the front cabin of Boeing 767 and the first news he got was that the Hong Kong stock market plummeted.

In fact, after reaching the highest level of 16,000 points in early August, accompanied by the Asian financial crisis, the Hong Kong stock market has experienced two rounds of sharp declines and surges in the past two months, and each cycle is about one month.

Among them, the sharp drop from the end of August to the beginning of September plummeted from the highest point above 16,000 points to more than 12,000 points, with a drop of nearly one-quarter of the Hong Kong stock index. Another trough from early September to early October, the lowest point also entered the 13,000 point range, and finally returned to 15,000 points.

As of last Friday's closing, the Hang Seng Index was 15,133 points.

When ordinary people face these two rounds of ups and downs, they only think that it is normal stock market fluctuations under the financial crisis. Even most financial practitioners are difficult to see the joints clearly. However, for some top players, the inside story is actually very clear.

The two consecutive rounds of sharp declines and surges are all international speculators absorbing stocks and hoarding chips.

During this period, governments in most Asian countries and regions have focused on currencies, and the same is true for Hong Kong. Seeing currencies such as the Thai baht, Indonesian rupiah, Malaysian ringgit collapse one after another, Hong Kong has begun to strictly guard against it, and has continuously increased the short-term currency lending rate for several months.

However, this time, the goal of international speculators is not the Hong Kong dollar, but the Hong Kong stocks with a cumulative increase of more than doubled in the past two years. It can even be said that the strict defense of the Hong Kong authorities on the Hong Kong dollar has caused the lack of cash in the market, which has largely led to the Hong Kong stock market becoming more fragile.

Just today, unlike the previous two fluctuations, the real attack officially began.

On October 6, the Hong Kong stock market fell 2.3%, falling from 15,133 points at the opening to 14,776 points at the closing. The decline of 2.3% seems to be small, but it is the largest single-day decline in the past 30 days.

And this is just the beginning.

Simon learned in detail about the general overview of the Hong Kong stock market on Monday and on a number of phone calls with China and New York to discuss various matters.

Simon Hong Kong will definitely not touch it.

However, in North America, Cersei Fund Management's hedging team has begun to make arrangements since last month, establishing large number of short positions in Dow Jones, S&P 500 and even specific popular stocks.

You should know that in history, the first circuit breaker of the US stock market after the 87 stock market crash was October 1997. To be precise, it was October 27, 1997, when the Dow Jones Index fell by more than 7% in a single day.

In this time and space, because the Nasdaq index collapsed early in March, the first circuit breaker of the US stock market has already occurred, but that was the Nasdaq.

The Dow Jones' virgin circuit breaker is still there.

Speaking of which, according to the "reflexive theory" that Soros market participants will in turn affect the market trend, it doesn't matter if the small fish and shrimp are. The bigger the players in the market, the greater the impact on the market. A giant dragon like the Westeros system will be a slight move.

Therefore, it is not just the Nasdaq Index, but because of the addition of a giant like Daenerys Entertainment, the index trend is also different from before.

In March this year, before the Nasdaq collapse, the Dow Jones Index had reached a high of nearly 8,000 points.

However, compared to a gloomy technology stock market, the Dow Jones Index only followed the Nasdaq for three months and rebounded again in the second half of the year. In recent months, the Asian financial crisis has stimulated the US dollar to escape and return. The Dow Jones Index is different from the Nasdaq, which is still falling continuously. It has risen more rapidly recently and has returned to a high of above 7,000 points during this period.

However, under the wave of globalization, when the impact of related markets exceeds a certain limit, it is difficult for other countries and regions to survive alone.

With the arrival of the second wave of the financial crisis, this time, US stocks will also face a shock.

Even if the previous circuit breaker level will not happen again, the downward trend can basically be judged. Of course, as a latecomer, Simon's judgment, even if the Westeros system begins to seriously affect the market, its accuracy rate is far higher than that of others.

Of course, this opportunity will not be missed.

The Nasdaq market has no room for operation, so there is such a clear decline. If no one follows up, it will be difficult for Cersei Capital to establish short positions. After all, the hedging market is a zero-sum game, and it does not mean that you can build a short position just by establishing a short position of $10 billion. Someone needs to bet on the same long position.

The Dow Jones and the S&P 500, which have returned to their highs, are popular hype recently.

While Simon is more accurately bearish, many people will also be bullish, believing that the US dollar will inevitably continue to flow backward, thereby pushing up the market.

Therefore, although Simon asked to give up the fat piece of Hong Kong, neither Cersei Capital nor Soros's Quantum Fund was idle. As long as the local area was operated properly, the profits would not be much less than those in Hong Kong.

In the front cabin study.

Simon just hung up the video call from a person in charge of Cersei Fund Management Company, and Girl A's inside phone called, saying that Soros was already online.

Connect the video communication again.

After greeting him, Simon found out that Soros had left New York and was in Hong Kong at this time. He also said that he had just met with a Chinese boss again during the day.

This surprised Simon.

Soros didn't keep it a secret, and then said, "Simon, after carefully considering it in the past few days, I have decided to accept your opinion."

Simon looked at the smiling old man on the computer video screen and said with a smile: "A wise choice."

At the same time, I immediately understood.

Since the decision has been made, coupled with the secret meeting Soros just said, it is obvious that this financial giant intends to follow Simon to bet on China without reservation. If nothing unexpected happens, he will in turn target international speculators in Hong Kong in order to directly obtain a favor.

This was Simon's original plan, and Soros now put aside Simon as the middleman.

Simon didn't mind it either.

In any case, it was the result of his helping to lobby and mediate, and such favors could not be ignored.

Soros still smiled: "You probably guessed it too, yes, I will follow your original suggestions and choose to speak out publicly, including substantial investment in China. I suddenly contact you for this, Simon, I have a good list here, which has been passed to your assistant. I am not familiar with China after all, and it would be better if you can participate together. Oh, I'm not hiding it, this is also the advice given to me by meeting today. He hopes I can pull you up."

Soros said, Girl A had knocked on the door and came in, gently put down a newly printed document and left again.

Simon flipped open directly.

I glanced at the catalog and saw the expression of the first project a little weird.

Hangzhou Xiaoshan Airport.

Soros really has a special liking for Chinese aviation investment.

In my memory, a large domestic aviation consortium that ended with bankruptcy was invested by Soros in the early days.

Continue to aim downward.

Suzhou-Hangzhou Expressway.

It's another big project, and it's an area that Simon doesn't want to touch.

China is still in its development stage now, but Simon certainly knew that with the subsequent economic takeoff, especially in the Yangtze River Delta, the oil and water on the expressway were too thick and too much tangled.

Simon still remembers a joke.

An entrepreneur was lent to money by the local government and could not afford the financial crisis, so he simply built a highway toll station, saying that he would pay off the debt for five years, but in the end he recovered all the debts in two years. Entrepreneurs are also wise men, and instinctively think that this advantage cannot be taken on, so they directly chose to demolish the toll station.

However, on the other hand, China's highways cried everywhere and shouted to pay for money.

The various things here are hard to fix.

It was not until Simon saw the third project that he became a little interested.

China Telecom.

This is obviously not the China Telecom Hong Kong branch listed in Hong Kong and New York. The Hong Kong branch is precisely the predecessor of China Mobile. It currently mainly operates mobile communications business. After its IPO last year, it is gradually divesting and inserting mobile communications assets in various provinces in China.

I glanced at the introduction included in the catalog and financed for the construction of Internet broadband networks.

Many people do not understand the origin of companies such as Mobile, Telecom, and China Unicom. It is actually very simple. At the earliest, except for the more special Railway, which belonged to the Ministry of Railways, all other telecommunications companies came from the Ministry of Posts and Telecommunications. Mobile was the first independent one. It was listed in the late 1990s under the name of China Telecom (Hong Kong) company and raised funds for the expansion of mobile communications business.

Because I got the first soup and took the lead, later Mobile has always been stronger than other companies in the field of mobile communications. Later, whether it was Telecom or China Unicom, they were all separated from the postal and telecommunications network, and during this period, Netcom, Satellite Communications, etc.

Then, a group of heroes competed for hegemony and finally joined the three families.

Now, depending on the situation, domestic giants such as Telecom, Mobile, and China Unicom will be established earlier than before.

Although there are only three projects, even if you haven't seen the detailed introduction, Simon can roughly guess, and the total is still at the level of $1 billion.

$1 billion is really a small amount of money for Simon, but for Soros, even if he has more than $20 billion in his hands, he will definitely be very cautious. After all, that money is not his. If he messes up, he will destroy the sign of the quantum fund.

After reading the catalogue, Simon opened the main text and did not ignore Soros who was still online, and continued: "George, since that's the case, what are you going to do in Russia?"

Soros said: "I have started to withdraw funds from Russia's stock and bond markets, because recently, capital forces including South Korean funds, which have a large investment share in Russia, are withdrawing, and it is inevitable that some losses will be lost. But it should be too late, and there is some trouble in the industry and needs to be dealt with slowly."

Simon just nodded slightly.

In fact, if you are not eager for quick success or instant benefits, Soros invests in Russia's industries, whether it is minerals, energy, or telecommunications, are quite high-quality assets. If you operate patiently, you will definitely get good results.

However, in this regard, Simon didn't need to be honest with the old man.

If the other party insists on vomiting blood and selling, he will withdraw. Simon has considered it very early, such as the assets of Russian Telecom Investment Co., Ltd., which he can buy and operate slowly.

Simon has this patience.

Of course, it is not really a sell-off, soros is actually not a fault.

Quantum funds are generally investment funds that pursue short-term interests. Even in the equity investment field, they hope to achieve results in three to five years and then cash out and exit.

Simon's side has no problem operating for ten years.

Seeing that Simon was not right, Soros asked with a smile: "Simon, Ukraine, do you mind if I participate? I mean, Rovno Prefecture?"
To be continued...