Rebirth of the Capital Legend

Five hundred thousand is not even a drop in the bucket for him right now.

Not to mention that Gao Feng had helped him a lot before, just the friendship between the two of them since childhood made it impossible for him to refuse to lend this little money if the other party asked.

"So, you have made a lot of money from your investments recently?"

When Gao Feng heard Su Yi's words, he smiled and couldn't help but ask curiously.

He had heard that some time ago, Su Yi went back to Shanghai to raise funds and borrowed a lot of money for investment. And recently, many people have said that Su Yi made more than 100 billion in profits through the pound exchange rate market in this round of "Brexit referendum". He had also heard that.

"I did make some money." Su Yi said, "but it's not as exaggerated as the outside world says."

"Okay." Gao Feng said, "Now that you say that, I don't feel any pressure anymore."

He had been thinking about borrowing 50 yuan from Su Yi to buy a house for a long time, but he had never made up his mind to take the initiative to call Su Yi to talk about it.

After all, he is not a person who is willing to trouble his friends when he has something to do.

However, as the matter became more and more urgent, it was difficult for him to think of other ways to raise the 50 yuan.

So, when Su Yi finally called to talk about the matter, he still spoke it out from his heart.

Su Yi smiled and said, "Is 50 enough? If not, just ask."

"That's enough, that's enough." Gao Feng said repeatedly, "When you are free, let's get together again. Although I can't afford all the delicacies, I can still give you some simple meals."

"Okay." Su Yi responded and then hung up the phone.

Then, he immediately sent a message to Gao Feng on WeChat, asking for the other party's bank account number and transferred the 50 yuan to the other party.

When the bank transfer is successful.

A few minutes later, Gao Feng replied to him on WeChat, telling him that he had received the message.

Su Yi took a look at the message and replied: "You can use the money first. If it's not enough, just let me know. And you don't have to rush to pay it back. I don't need this little money at the moment."

"Thank you." Gao Feng responded without being polite to Su Yi.

"I went to the hospital today. What was the result?" Su Yi had just finished talking to Gao Feng and looked up to see his mother.

"It shouldn't be a big problem." Su Yi responded, "Mom, don't worry about these things. I'm here. I will definitely find a way to cure Wan'er's eyes."

"I'm not worried, I just want to ask." Su's mother replied.

Since moving to Shanghai, her living conditions have been getting better and better, and she has been getting more and more idle. She always feels that if she doesn't do something, she will feel bored and anxious.

"Wan'er and I went to the hospital to meet the girl who wanted to donate her corneas to Wan'er." Su Yi saw the questioning look in his mother's eyes, thought for a moment, and said, "She is a girl with an unfortunate fate. Her family conditions are not very good. The doctor has issued a critical illness notice. It is estimated that she has one to two months at most to live."

As he spoke, Su Yi told his mother all the details he had learned from his visit to the hospital today.

After hearing what Su Yi said, Mother Su couldn't help but sighed and said, "Then your father, Chu Wan and I will go to the hospital to see their family another day."

"Okay." Su Yi nodded, "If there is anything you need our help with, mother will take care of it."

"I know." Su's mother smiled. Seeing that the nanny had already brought the dishes to the table, she couldn't help but invite everyone to eat together.

After everyone sat down, Su Yi thought for a moment and said, "Dad, Mom, I'm going to Hong Kong on a business trip this time. I bought a new house in Hong Kong. If you feel tired of living in the Magic City and want to go out for a walk and relax in Hong Kong, you might as well stay there for a while."

"Why did you buy another house?" Father Su said, "Your mother and I are not used to living in a place so far away from Hong Kong City!"

Su Yi smiled and said, "Stay here for a while and you'll get used to it."

The company's future core business development is inseparable from the layout of the international financial market.

In other words, for the future development of the company's global business, he will most likely have to travel between Shanghai and Hong Kong.

So, he hopes that his parents can go there and adapt.

"Let's talk about it later. Let's eat first." Su's mother knew that her son meant well, so she didn't rush to refuse.

The family sat together and finished their meal. In the afternoon, Su Yi had new things and dinner parties to attend to.

Seeing Su Yi taking a light nap and then rushing out again, Su's mother suddenly felt that there was nothing wrong with the ordinary life in the past.

Of course, career is my son’s ideal.

Moreover, now that the family lives together, there is nothing special for her to worry about, and she is not dissatisfied with anything.

But sometimes, I feel a little sorry for my son.

"Mom, I'm going out. I won't be back for dinner tonight." Before Su Yi left, he saw his mother's concerned look and said with a smile, "If you feel bored staying at home, you can take Wan'er out for a walk, go shopping or something."

"Okay." Mother Su responded and warned, "Drink less."

Su Yi nodded and walked out.

In the next few days, after attending several dinner parties, Su Yi put his focus back on work.

"Boss Su, this is the net value report and holdings data of our 'Hua Yi Expedition No. 1' fund product." On Wednesday, July 7, in Shanghai, inside Hua Yi Capital, the newly promoted 'Hua Yi Expedition No. 27' fund product manager Hou Baolong handed the data report to Su Yi. "Thanks to the recent market rebound, the net value of our fund product has increased by 1."

"Not bad." Su Yi looked through the fund's net asset value report and praised.

Hou Baolong smiled and said, "It is all thanks to the trading plan formulated by Mr. Su at the beginning of the year and the core stocks he selected that we have achieved today's performance. Although the overall market has fallen this year, many of our fund's core stocks, such as Qianzhou Moutai, Wuliangye, Luzhou Laojiao, Tianqi Lithium, Ganfeng Lithium, Hengrui Medicine, Huaguo International Travel... and other stocks, have risen against the trend. In addition, you asked us to keep floating positions unchanged and continue to do T operations on these stocks, which has increased a lot of excess gains. This is why we have this beautiful performance report now."

Speaking of which, he was very impressed by Su Yi's original judgment of the market and his choice of strategy.

It can be said that I admire it very much.

At the beginning of the year, the market experienced a circuit breaker and then continued to plummet, hitting a low of 2638 points.

Now it seems that Su Yi's judgment on the major trends in the future market was completely correct.

Especially the liquor sector. After missing the magnificent bull market from 14 to 15, the core stocks of this sector have now become a place where various fund groups in the entire market gather together for risk aversion as the industry fundamentals reverse.

Correspondingly, the core liquor stocks continued to fluctuate to new highs even as the index continued to fall.

"No matter how good the strategy and plan are, you need to execute them well to achieve good results." Su Yi said, "And there is no doubt that you have executed the strategy very well during this period."

"Thank you, Mr. Su, for the compliment." Hou Baolong responded with a smile.

Su Yi looked at him who was a little nervous, and said with a smile: "Don't be nervous, just say whatever you want to say."

"Well, OK." Hou Baolong paused and said, "I think that as the scale of our fund products grows, the strategy you formulated before, which requires us to stick to these blue chip stocks with reversed fundamentals and increase excess returns by constantly doing T, is becoming more and more difficult.

After all, after the market entered a bear market, overall liquidity continued to decline.

On the market, daily trading volume is also decreasing.

We use a large amount of funds to carry out intraday operations, and it is difficult to find corresponding takeover orders. "

"That's true." Su Yi pondered for a moment and felt that what Hou Baolong said made sense. He paused and asked, "So what new ideas do you have?"

Hou Baolong said: "I think we can continue to appropriately diversify our investments in some stocks and reduce the weight of each stock. This will make it easier for us to perform intraday operations. Moreover, after the positions are diversified, the trend of the net value of our fund will be smoother and the ability to resist market risks will be stronger."

The current fund size of the entire 'Hua Yi Expedition No. 1' fund product.

After more than half a year of growth, it has reached 650 billion.

The fund currently holds a total of 45 stocks, which means that on average, the market value of each stock is over 10 billion.

And among them, they hold shares in Qianzhou Moutai.

It has exceeded 100 billion and has always been near the 5% shareholding line.

With such a huge amount of funds, it is already quite difficult to increase some excess performance through intraday operations while keeping the positions floating.

That's why Hou Baolong wanted to propose a new strategy to Su Yi.

Otherwise, if the original strategy is continued, the performance of the entire "Huayi Expedition No. 1" fund will depend entirely on the market performance of the stocks it holds.

"Okay." Su Yi nodded slightly. "As our fund size grows, it is necessary to continue to diversify investments when market liquidity is limited. What do you think about new investment directions, or the main market direction? If you want to diversify your holdings, which stocks and market main lines do you want to transfer your positions to?"

Hou Baolong said: "I remember that President Su said before that under the macroeconomic strategy of 'supply-side' reform, the east wind of real estate has arrived."

"I did say that." Su Yi responded.

Hou Baolong continued: "Based on the housing price trends in Shanghai and other first- and second-tier cities over the past six months, as well as the enthusiasm of homebuyers, it is clear that the east wind of a full recovery in the real estate industry has already started to blow. I think... we can focus on this area.

There are also the ferrous metal sectors such as coal, steel, cement, etc. that are the focus of the "supply side".

After the devastation of the previous cycle trough, the demise of some companies, and the loss of some production capacity, as the east wind of real estate blows across my country, these industry-leading stocks that were previously rejected by investors and the market have become very valuable for long-term investment, and also have the opportunity for a comprehensive reversal of fundamentals. "

"Black metals, plus real estate." Su Yi pondered the investment direction proposed by Hou Baolong and said with a smile, "Yes, it is indeed a good direction, but our current stock holdings in the real estate sector are already quite high. Do you want to continue to increase the holdings in this area?"

"Yes." Hou Baolong nodded and said, "Moreover, in this round of real estate recovery, the real estate companies that are expanding rapidly are not in the A-share market. I think... we can diversify some funds to invest in Hong Kong stocks. Compared with the A-share market, many Hong Kong stocks have cheaper valuations and higher elasticity."

"Okay." Su Yi nodded slightly and said, "You should talk to Director Wang of the Fund Investment Strategy Research Department to study the specific investment strategy plan, the stocks to be invested in, and the established position weights for each stock. After that... we will hold an investment strategy meeting to formulate the final investment strategy."

"Okay." After getting Su Yi's consent, Hou Baolong nodded hurriedly.

Then he left Su Yi's office and hurriedly walked towards Wang Yifan's office in the Fund Strategy Department.

Su Yi watched Hou Baolong's figure gradually disappear from his sight. He was still very satisfied with this new fund manager recommended by Wang Huaijin.

At least, after this conversation.

He could judge that the other party was fully aware of market developments and had the ability to seize opportunities.

As for other capabilities, that remains to be seen.

But no matter what, he believed that as he controlled the main investment direction of the main fund product "Huayi Expedition No. 1", no matter how he operated, the fund performance and the company's development would not be too bad.

After listening to Hou Baolong’s report on the company’s fund products and his new work instructions.

Su Yi went to the Human Resources Department again and asked the Human Resources Director Luo Tonghui about the company's recent recruitment and the staffing situation in each department.

"At present, the staffing of various departments in our company has been basically completed." Luo Tonghui said, "It's just that the recruitment of traders is still a little lacking due to the strict procedures and the expansion of the number of personnel required by the trading department. However, there are already five or six trainee traders who have passed the actual trading assessment and internship assessment and can officially join the company."

"Okay." Seeing that there was no big problem, Su Yi didn't ask any more questions.

Afterwards, he walked out of Luo Tonghui's office and was about to go to the trading department, but outside the office, he ran into a familiar figure who came to the company to apply for a job.

"Su...Su Yi?"

Before Su Yi could react, the other party said in surprise.

"Chen... Chen Anran?" Su Yi thought carefully for a while before remembering the other person's name. "Are you... looking for a job?"

Chen Anran smiled and nodded, and replied: "Yes, I have to find a job after graduation. I looked it up online and everyone said that this company has good benefits, so I wanted to give it a try."