Rewrite the Technological Landscape

A few minutes later, two men came to the restaurant on the first floor.

"Mr. Liang?" Sun Qicheng was a little surprised to see the person coming.

"Mr. Sun, long time no see."

The new friend Meng Qian mentioned was Liang Botao, the founder of Peregrine Investment Company, a super rich man in Hong Kong, and a well-known investment banker in Asia.

Peregrine is the investment bank that helped a group of large state-owned enterprises and state-owned enterprises go public. However, during the Asian financial crisis in 1997, Peregrine went bankrupt, which made Liang Botao deeply aware of the high risk of leverage and made Liang Botao a global leader. One of the famous bankers who accurately predicted the financial crisis in 2008, so in his previous life, he decided to leave the field of investment banking before 2008 and transform into an investor, and then he was recruited by Dafeng Investment in this life.

Jingdong was saved by this buddy. Without Liang Botao, sister milk tea might be able to marry someone who is not face blind.

Liang Botao and Sun Qicheng knew each other, but not very well. After a few exchange of pleasantries, Meng Qian brought him back to the topic.

After briefly recounting Sun Qicheng's thoughts, Liang Botao gave a clear attitude, which was slightly different from Sun Qicheng's, "I think Dafeng Investment can acquire financial institutions in the United States, but not now, and we cannot simply buy them from Consider this issue from the perspective of the company.”

Meng Qian turned to look at Liang Botao, "Mr. Liang, let's talk about your thoughts."

"According to what I know, Morgan Stanley has indeed contacted Mitsubishi, but they have not only contacted Mitsubishi, but also visited China. They have communicated with Huatou and Huaxin respectively. I hope Huatou and Huaxin can Invest in Morgan Stanley. From what I know, Mitsubishi has expressed a positive attitude, but neither Huatou nor CEFC has the idea of ​​investing in Morgan Stanley.”

"Why?" Sun Qicheng couldn't help being curious. It seemed unreasonable for Sun Qicheng to give up the opportunity to acquire Morgan Stanley.

"What I'm going to say next will have certain elements of speculation, so let's just listen to it first.

According to my understanding and guess, there is a core consideration at the national level, that is, our financial system in China is completely different from that of foreign countries. Although this acquisition can control Morgan Stanley’s right to speak for us, but It's just that, we can't use Morgan Stanley to build our own financial system, and even the cost of bringing Morgan Stanley into our system is too high, so this matter lacks deep value.

Under this financial crisis, Huaxia's policy is to increase the overseas market layout of Huaxia's financial institutions, and at the same time use the global financial crisis to recruit overseas talents. "

Meng Qian understood right away, "The deep value you mentioned refers to Huaxia's desire to establish our own global financial influence or even new financial rules."

Liang Botao gave Meng Qian a meaningful look, "It is impossible for us to follow the financial rules formulated by the United States, nor can we follow the financial rules of the United States, otherwise it will be difficult for us to get out of the global financial rules formulated by the United States. Globalization and Huaxia Finance's international influence will play a negative role."

Liang Botao and Sun Qicheng have different ideas. This is the natural cognitive difference between a person who has been involved in Huaxia Finance all the year round and a person who has been in the financial circle of the United States all the year round. In line with Liang Botao's views, Meng Qian will think about the future at this time With the development of China's financial industry, some things make sense.

Meng Qian is not clear about the situation before 2007, but after 2007, taking advantage of this round of subprime mortgage crisis, Huaxia’s financial overseas expansion has entered a period of explosive growth. Take ICBC, the first bank in the universe, as an example. ICBC's overseas expansion has accelerated. In just two years, ICBC has entered Sydney, South Africa, Russia, Canada, Thailand, Malaysia, Vietnam, the United Arab Emirates and other countries.

Another two years later, in 2011, ICBC successfully established overseas financial networks in nine countries including Germany, Luxembourg, the United Kingdom, Russia, France, the Netherlands, Belgium, Italy, and Spain, and began to enter the US market aggressively from this year. Acquired more than a dozen US banks.

Continuing for two years, in 2013, ICBC's overseas territory has set foot in 132 countries, including more than 200 overseas direct sales outlets and 1,453 overseas agent banks.

By 2019, ICBC has actually become a bank where the sun never sets. Basically, ICBC’s “power” can be found in countries where the sun shines. These data are just one ICBC, and China is not only ICBC.

In Huaxia’s overseas financial expansion since the financial crisis, there is a shocking data that Huaxia’s cross-border soft sister currency settlement amount has increased from 3.58 billion in 2009 to 4.8 trillion in 2019, a 1370-fold increase in 10 years , Ruanmei currency has also successfully become one of the top five currencies in the world, and its proportion in China's foreign import and export trade has soared to more than 30%.

And this is what angers Mi Country the most. Ruanmeibi is shaking Miyuan's status.

So when later generations see that the companies with the largest market capitalization in China are banks and the companies with the largest market capitalization in the United States are technology companies, netizens in China are mocking their own country. For ten years, Wall Street has always been dominant. If the United States were given a chance to choose a pillar industry between Wall Street and Silicon Valley, they would choose Wall Street without hesitation.

The industry really prospers the country. The premise is that the industry can develop smoothly. In international competition, the right to speak in currency determines the right to speak in trade. No matter how good your industry is, the right to speak in international trade is controlled by others. It can only meet domestic needs.

But still the same sentence, Huaxia wants to participate in international competition, and it is impossible to follow a certain country to close its doors, then the international status of soft sister coins must be improved, and Huaxia's global financial influence must be improved, there is no need to hold on to a sentence Industrial Xingbang blindly accuses Huaxia's largest companies with market capitalization as banks. If you want to understand the overseas development blueprint behind Huaxia Finance, you will have a completely different perspective. Without the overseas expansion of Huaxia Banks in the past ten years, there will be no soft girls. Today, China does not have the right to speak in international trade today.

China's big bubble is on housing, but housing is not equal to finance, and housing is far smaller than finance.

"This matter should indeed be viewed from a longer-term perspective." After listening to what Liang Botao said, Sun Qicheng realized that he had taken this issue too shallowly, and said a little embarrassedly, "Although the financial systems of the Neon Country and the United States There are differences, but the logic is the same. Thinking about it this way, Neon Country is indeed more suitable for acquiring Wall Street companies.”

"But I think the Neon Kingdom is likely to stumble on this matter." Liang Botao said with certainty.

"Why do you say that?"

"This is what I said just now that it can be acquired, but not now. Mr. Sun also knows that the financial crisis is coming soon, but to what extent this financial crisis will eventually develop, I think there will be a crazy big crash.

Nihong Country wants to buy the bottom right now, and is too anxious, I'm afraid they will copy the bottom and copy it on the top of the mountain. "

Facts have proved that after a big somersault in one place, it is indeed much more accurate to look at the problem. The companies in the Neon Country have indeed copied bottoms on the top of the mountain. They waited for Lehman Brothers to go bankrupt and started to buy bottoms on Wall Street crazily, and then the big crash began.

Almost didn't drag Mitsubishi to death.

"So what is Mr. Liang's suggestion to the company?"

"My suggestion is to follow the country. When the country goes out through state-owned banks, we go out through private banks, acquire banks that are convenient for restructuring, acquire financial institutions that can provide us with resources, and quickly establish our overseas financial base. Take advantage of the financial crisis to recruit talents, and when the time is right, we will join forces with our state-owned banks and impact the international financial position!"

Meng Qian liked Liang Botao's layout and vision very much, and at the same time respected Sun Qicheng very much, and asked his opinion again, "What does Mr. Sun think?"

"From the perspective of the strategy of a big country, I agree with Mr. Liang in terms of the overall direction. There is one point. Since we start from the direction of private banks, our overseas expansion tolerance should actually be much larger than that of state-owned banks. In this In the process, the target object we can choose will be more tolerant, so the selection of acquisition targets will become particularly important. I think the most important points are two points, the first is absolute control, and the second is the restructuring potential .

Recently, we may have to pay more attention to target deletion. "

"I also agree with Mr. Sun on this point." Liang Botao immediately expressed his opinion.

"Furthermore, according to Mr. Liang's judgment, the financial crisis will lead to a crazy crash, so it is a good thing for us to rush to buy the bottom at this time. When they can't handle the big crash, we can go to the Neon The country is buying the bottom."

The corners of Meng Qian's mouth couldn't help but rise, "Let the Neon Country take over the market and suppress the financial industry of the Neon Country. When the Neon Country can't hold on, we will go to the Neon Country to copy the real bottom, and by the way, we can leave the Neon Country It’s a good impression, which is kind of interesting.”

"But the judgment about the financial crisis is my personal judgment after all." Liang Botao realized that Meng Qian and Sun Qicheng had started to make some major decisions according to his judgment, and immediately left room for himself.

Meng Qian gave Liang Botao a smile, "When I choose to trust you, all the responsibilities will be taken by me."

Regarding the future trend, as a reborn, Meng Qian is very clear.

Thank you Dashan Dashan for your silly tip!