Because I Live in the US 741

Chapter 741 – Secondary Battery

Topic.

It was only natural for it to be passed down.

“A regrettable situation occurred.”

“Perhaps the CEO…”

“Haha, I was very embarrassed too.”

Ray Dalio also heard about it.

About Lee Chan-wook’s bombshell remarks.

‘That sounds creepy.’

He poured out criticism against China.

I crossed a line that shouldn’t be crossed.

“There is only one China in my life, and there will always be only one China.”

One China.

It’s the communist party’s vice.

Very politically sensitive.

Sparks fly even to yourself.

However, it is not something to be greatly concerned about.

“I hope you don’t misunderstand that such a strange person represents Wall Street.”

“It’s called one fish and one fish.”

“Iluotasu?”

“It means that one fish pollutes the water. Isn’t this a perfect metaphor for the current situation?”

“Oh, it has a meaning as deep as 5,000 years of history!”

It lasted for a whopping 20 years.

The time he brought himself into relationship with the Chinese government.

‘How did you build up this position?’

China.

Conservative for overseas investors.

The door does not open easily.

It has been achieved.

Received billions of dollars of investment from China’s sovereign wealth fund.

“I have been managing funds on Wall Street for decades. It’s not something to be too concerned about. People who don’t understand a subject like that tend to come out one by one whenever they can forget about it.”

It also affects Chinese individuals.

I heard this place is trustworthy?

I heard you have a pro-China bias?

‘We can never lose a country like this.’

There is a reason why Samba is practiced in China.

If you are friendly to China, it will definitely reward you.

What if this case is resolved well?

We will be able to attract more investment.

“Even in 5,000 years of Chinese history, there were tens or hundreds of them.”

“If it’s not rude, what are the consequences?”

“Of course it was a beheading.”

” Haha!!””

The process.

I know it’s not easy.

This is not something to laugh about and talk about.

‘Well, he’s still a kid.’

It’s true that he’s an annoying kid.

There has been a lot of buzz on Wall Street recently.

It shows an unconventional move.

Although the rate of return cannot be ignored.

“They are attracting attention with their provocative words and actions. But I think history teaches us what the end will be. That’s why I envy China, which has a long history. I hope that one day, people around the world will have to learn Chinese history. It would be nice.”

That kind of thing.

It comes out when you forget it.

Win a fortune with high risk.

But it is as it is in history.

It is destined to disappear without leaving a name.

‘On this Wall Street.’

Return is not everything.

The period of survival is given a higher rating.

I managed one of the largest hedge funds for decades.

Without any exaggeration.

“Oh! It really warms my heart to hear that Wall Street legend Ray Dalio speaks so highly of our country.”

“It was just a fair evaluation.”

“I hope that evaluation is reflected in the stock price as well.”

“It will definitely happen.”

This is the country he chose.

The center of the world moves from the United States to China.

‘You have to show it well in advance like this.’

It becomes the basis.

You can invest and conduct business here in China.

This is the real reason why China’s growth has been preached.

Even if you don’t know it right now, it’s definitely good in the long run.

“I understand that this incident will be regrettable, but it could also be an opportunity. It could be a turning point for investors around the world to realize that China is alive and well.”

That fact.

Investors around the world must realize this.

Which country will lead the next decades?

‘It’s a good opportunity. A very good opportunity.’

The conflict between the U.S. And China is intensifying.

Anti-China sentiment is also rising.

This is the background to the decline in investment enthusiasm in China.

Ignite the flames once again.

The commotion caused by Lee Chan-wook is actually an opportunity.

“That is a very encouraging situation.”

“There is no investment market as attractive as China.”

“Please inform Chinese individual investors as well.”

“?!”

China’s values ​​are being re-evaluated.

It is possible as long as there is enough investment money.

The stock price is undervalued.

The growth potential is also high.

This is not the China of the past.

“We have an investor briefing session. Could you please share your enlightenment with the countless investors who want to become China’s Ray Dalio?”

China also needs itself.

Foreign investors are flowing out like an ebb.

We are filling that empty space.

With yourself and the investors who follow you.

Ahhhhh!

Kwaaeaeaeaeae─!

Chairman.

A crowd of tens of thousands of people greets you with cheers.

My heart gets hot.

I have confidence once again in investing in China.

“Hello, this is Ray Dalio.”

It is an enormous scale.

This is possible only because it is China.

Population.

Unity.

There is even a political organization called the Communist Party that will control them.

“Are you afraid of China’s future?”

“”Zaaaaahhh””

“The whole world is afraid of China’s future!”

“”Kkeaeaeaeaeae—!””

We move with one heart and one will.

It is impossible for a country like this to not do well.

‘It’s a touching sight,’

Market in China.

It will become the heart of the Dimensional Fund that you lead.

Numerous investors are following.

You can make a lot of profit, stably.

The rise of China is only a matter of time. In particular, renewable energy is an industry that China is leading, and these are very good companies that were included in the portfolio of value investment expert Warren Buffett.”

The outlook is also bright.

Some fields are top class in the world.

‘Where is Korea?’

The scale is also small.

There is no return to shareholders.

There is absolutely no merit as an investment destination.

Economies of scale are important for new and renewable energy.

The winner is China.

“From Ray Dalio to Warren Buffett…”

“It’s over, it’s over.”

“Lee Chan-wook.”

Such a perspective.

Even Wall Street legends are speaking.

It is natural to be tempted.

It works especially well with Chinese people.

There is something that is welling up deep inside my heart.

“Our country can never lose.”

“Let’s show the Bbangz guys an example.”

“Xi Jinping, let’s go~!!!”

Gukbbong.

It is the only drug allowed by the Communist Party.

There is even an enemy to face.

An anti-Lee Chan-wook coalition is formed.

Although patriotic bets are ripe.

* * *

Investment.

This is not a world where simply buying stocks is everything.

‘There is such a thing as business conditions.’

It changes depending on the market environment.

There are better companies, and there are bad companies.

“In the current market environment, LFP is definitely advantageous.”

“Isn’t LFP just better?”

Secondary batteries are largely divided into two types.

With the ternary battery that Korea is holding.

‘With China’s LFP batteries.’

If I had to choose between the two at this point, it would be LFP.

There are more good points.

It explodes because it is made in China.

Proper LFP poses almost no fire risk.

“As the chronic problem of battery capacity has been overcome with Cell to Pack, global automakers are also adopting LFP. It is also much more competitive in terms of price.”

It’s just as Sora said.

LFP surpasses the three-way system in both price and quality.

‘You put in two batteries to put in one.’

Such new technology has been developed.

The competitiveness of Chinese batteries has increased.

The market share is further ahead.

Although Korea has fallen behind.

─Lithium futures purchase order has been filled!

That is the current market environment.

Raw material prices remain low.

“What happens if raw material prices rise?”

“The profitability of electric vehicles will deteriorate, as batteries account for most of the cost.”

Popularization of electric vehicles.

It was not a plan made for nothing.

Even when people were calling for eco-friendliness.

‘The price of raw materials was so damn cheap.’

It’s a bargain.

Creating something from nothing.

It was such a groundbreaking project.

But things in this world don’t go as planned.

No, it is made that way.

─Rong Chong of the short selling force has put an end to the massacre!

Double kill!

Triple kill!

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．

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Raise raw material prices.

By actively intervening in the futures market.

“Korea will also suffer the same damage…”

“No.”

“?”

“The interpretation changes.”

It changes the market environment.

The funds and conditions to make it possible have been created.

‘Because I held an option position.’

War.

Money is not the only thing that has benefited from rapid changes in the financial market.

A position was formed.

It has the initiative to move the raw materials market.

“Are we going to continue making cheap batteries with these expensive raw materials? Is that really a growth potential?”

We are securing lithium call options.

It even attracted attention to the new market called secondary batteries.

‘Demand will explode.’

Such expectations.

It acts as a buying basis to raise raw material prices.

It is important in the futures market.

Long-short is a fight where the one who is afraid is behind.

“Still, the risk is…”

“What you want to do is the investment money.”

“Ah.”

And you must have a lot of money.

Even if the logic is wrong, if you spend money like crazy.

‘On the other hand, if you don’t have money, the fight can’t even begin.’

It is possible.

I have come to a certain position.

There is no reason not to use it.

Gulp!

Of course, it is not easy.

Sora, whose arms have grown as big as her breasts, is understandably nervous.

“The market doesn’t move just by standing still. Someone has to blow the wind.”

You can’t move the market with just trivial investments.

You have to go proactively.

Attack the weak link first.

It causes a tectonic shift in the dull secondary battery market.