Mizukawa Kazuo stretched out his right hand, picked up a piece of sea urchin sushi placed in front of him and put it into his mouth. While chewing it carefully, he placed his right finger on his white towel and wiped it.

After Mizukawa Kazuo swallowed it, he picked up the sake glass and drank it all. He slowly put the empty glass back in place and said lukewarmly: "It's not impossible to invest money to you. Before that, you have to explain to me about your investment portfolio and strategy."

Masaki Nakamori picked up the small porcelain bottle of sake, and on the one hand he poured wine into the other party's empty cup, and on the other hand he said seriously: "In the current situation in the financial market, you either choose to short or buy at the bottom.

My investment portfolio and strategy are to short a certain stock while buying another stock at the bottom and wait for it to appreciate, so that the two will form a positive correlation between the hedge."

In his heart, Kazuo Mizukawa fully recognized his investment portfolio and strategy in the general direction. If this is specifically implemented on a certain stock, it will directly involve the personal talents of the fund manager.

Mizukawa Kazuo asked in a targeted manner: "Can you tell me which stock you want to short and which stock you buy at the bottom?"

Masaki Nakamori had long known that the five major investment banks in the United States, in addition to Goldman Sachs and Morgan, Merrill Lynch, Lehman Brothers and Bear Stearns, will be destroyed by this global financial crisis.

His short-selling goal was to target Merrill Lynch, and he also planned to buy it at the bottom. It is rare for him to play around on the same stock.

After all, I knew that Merrill Lynch would be acquired by the United States' No. 1 commercial bank Bank of America for $29 per share. It was completely different from Lehman Brothers. Bear Stearns' assets were too bad and would be liquidated in a related liquidation.

Although Masaki Nakamori did not reveal the first target he aimed at, he did not tell any lies. However, this is what he will arrange later.

He knew that Hitachi would lose 700 billion yen, equivalent to 7.8 billion US dollars. Such a huge loss in performance would naturally directly pull down its company's stock price.

Masaki Nakamori said seriously: "How do you think you are shorting Hitachi?"

Kazuo Mizukawa knows that the RB Central Bank has injected capital into the financial market three times in recent period. One is US$72 billion, the second is 1 trillion yen, and the third is 800 billion yen.

The signal released is to stabilize the domestic financial market of RB. It can be seen that the domestic financial market of RB has been affected by the US subprime mortgage crisis.

"It's feasible. Then what company's stock are you going to buy at the bottom?" Mizukawa Kazuo also felt that Hitachi would have a performance decline due to the negative impact of the US subprime mortgage crisis.

Masaki Nakamori also knew that RB Toyota would experience its first annual net loss in decades, and its company's performance would change from the original expected net profit of 50 billion yen to a net loss of 350 billion yen.

In addition to it, UBS, the second largest financial group of RB, will lose $17 billion throughout the year. Although these two companies will also suffer huge losses, they will be able to rise back in the future with capital and interest.

Hitachi is not so lucky. Even if it does not reach the brink of bankruptcy, it will hurt a lot of energy.

It will be difficult to recover for a long time in the future. Shorting Hitachi is indeed a good choice.

On the contrary, buying at the bottom of Toyota and UBS is also a better choice. This forms a positive correlation of hedging.

"The subprime mortgage crisis has occurred in the United States, which will inevitably affect the lives of hundreds of millions of Americans. Toyota's sales in the United States ranks first in the world.

Americans are tight on their hands and will reduce their purchases of new cars. This will inevitably lead to a decrease in Toyota's sales in the US market.

Not only that, if the US subprime mortgage crisis continues to expand, it may not necessarily lead to a global financial crisis. At that time, Toyota's global sales will also be greatly impacted.

Even if there is a loss, it is only temporary. After all, Toyota has always had a good reputation and high cost performance.

After the financial crisis, Toyota's performance will inevitably lead to a rebound in sales." Masaki Nakamori analyzed.

Mizukawa Kazuo was moved by him, so he pondered for a long time. He slowly raised his right hand and stretched out five fingers.

When Masaki Nakamori saw his actions, even though he knew that he had the intention to invest in him, he didn't know whether this five represents five million yen or fifty million yen?

He said in accordance with the principle of saying high or low: "The minimum threshold for my private equity fund is 100 million yen. Uncle Ichiho's 50 million yen is OK!"

"Dad, you won't be so stingy! You will only give 50 million yen for my future dowry." Shizuka Mizukawa, who had always been quiet, suddenly became unhappy and said.

Mizukawa Kazuo suddenly became embarrassed. He really wanted to invest 50 million yen to Masaki Nakamori's black hole fund, all because he didn't make any money in investing in US bonds. If he lost money, he would lose money.

He turned his head and looked at his daughter and said, "Then how many do you think I should invest?"

"I want your future dowry of 500 million yen, it's not too much!" Even if Shizuka Mizukawa doesn't know how much money his family has, he can still guess a rough idea. It is completely feasible to ask his father to take out 500 million yen to support Masaki Nakamori's career development.

Mizukawa Kazuo has his own risk control and said, "Is this too much?"

"Not much, not much at all. Could it be that I am not worth the 500 million yen in your heart?" Shizuka Mizukawa stared at him.

Mizukawa Kazuo looked at Masaki Nakamori and said seriously: "What do you think?"

"I respect Uncle Ichio's decision, and Shizuka's decision more." Masaki Nakamori said it without any loss. His implication was that he would understand it very well, if he invested 50 million yen, he would accept it himself. If he invested 500 million yen, it would be even better.

Mizukawa Kazuo looked at them with his husband and wife and said, "500 million yen is only 500 million yen."

Shizuka Mizukawa took the initiative to stretch out her arms and hugged him, saying happily: "Dad, I love you."

"Damn girl, don't be happy first. It's a big deal, it's not allowed to let your mother and your brother know about it. Otherwise, our family won't be calm." Mizukawa Kazuo naturally thought that his wife and son would have a big opinion on this.
Chapter completed!