SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 421.32-0.5%Jan 16 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: TobagoJack who wrote (62276)3/30/2010 6:44:28 PM
From: energyplay  Read Replies (2) of 219465
 
On a more useful note, who will win big if the RMB is revalued 15% ?

Which importers that now have narrow margins will be on the gravy train ?

The companies and people sitting on large stock of commodities like copper may take a temporary hit as their current commodity inventory is marked down, but their margins may expand greatly, making up for all the 'loss' in a few months.

Here's the really cute part - many of the Chinese exporters face stiff competition - from other China firms, but not from firms in other countries. I expect this is part of what Professor Zhou sees. There will be some losses on a few items, like women's plain cotton shirts to Viet Nam or Indonesia. The higher priced printed shirts (takes a little capital for the printing machinery) will still come from China.

How are you positioned for a revaluation ?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News