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Strategies & Market Trends : Asia Forum
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To: Zeev Hed who wrote (7150)10/16/1998 11:27:00 AM
From: Sam   of 9980
 
Zeev,
Even if the money finds its way into equities, eventually that should lead to lending for other purposes. If people feel flush, they will buy. If they buy, someone will make the things that they buy. To make that those, you need capital at some point. You get capital from banks or from the equity market. It would seem that velocity should become a key measure to watch here.

The example of Japan is bogus, it seems to me. We never have had the bubble that they had there in the 80s, especially in real estate and their equity market. Even at our early 80s worst. Even Houston/Dallas (the oil bubble) of the late 70s, early 80s wasn't as bad as Tokyo was in late 80s. And what was their PE at one time, something like 60 on peak earnings? We're pikers by comparison.
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