Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: TobagoJack who wrote (42167)	11/30/2003 4:17:38 AM
From: Seeker of Truth	Read Replies (2) of 74559

Hello Jay, Your three categories of investment don't include China stocks outside of oils and the coal one. They also don't include India stocks. I think the massive reassignment of manufacturing and clerical operations to low energy consumption countries can be looked on as a necessary saving of energy. Energy saving has to be a big winner. But maybe energy resources are a still bigger one? I think usually this will turn out to be so but the energy saving in moving operations to a poor but expert country is so great that that category deserves a place in one's portfolio alongside of direct ownership of energy resources. Chugs, Malcolm

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