Mish's Global Economic Trend Analysis Message Board

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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: Crimson Ghost who wrote (20987)	1/11/2005 9:29:34 AM
From: gregor_us	Read Replies (2) of 116555

FH: Is Your View on the Japanese Market a Relative/Cyclical Play or do you in addition truly like what you see going on their fundamentally? I have concerns for Japan wrt the lower USD-Yuan. Is Japan not looking to get squeezed, along with much of the region, not only by the lower dollar but by the lower Yuan? Yes I see the industrial connection Japan has/can provide to China. But with the Yuan sinking also against the Yen... LP

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