Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: Hawkmoon who wrote (1366)	12/13/2000 12:30:13 AM
From: TobagoJack	Read Replies (2) of 74559

By conversation at an event, I note yet another interesting situation seems to be developing in Indonesia ... a fairly highly placed official was speculating with the officialdom in HK that they (Indonesia) may soon have a "1 country 200 systems" (direct quote) governing arrangement and had advised sell on all Indonesian assets. While I do not believe Indonesia has what it takes to act again as a trigger for any contagion crisis, but every little bit helps at the margin. Only Indonesian thing I had ever traded was Asia Pulp & Paper (PAP) during the Financial Storm. On China-Taiwan, there will be no fighting in the intermediate term (as far as missiles and bullets are concerned) because there are no preparations for fighting. But Taiwan may fall of its own accord in the mean time anyway, either via capital flight, stagnation or via economic integration into China's 'natural economic territory'. I do not know any capitalist in Taiwan having the stomach to support Taiwan independence, and most Taiwanese are capitalist. War, more importantly, the threat of war, is bad for business.

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