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Pastimes : Ask Mohan about the Market
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To: Rational who wrote (8936)11/22/1997 9:39:00 AM
From: Defrocked  Read Replies (3) of 18056
 
RE: "A reduction in consumption in these countries will obviously lower US corporate profits."

I agree with your analysis, Sankar, especially given the
current high valuation levels existing in US stocks. IMHO
investors have not yet factored in a slower earnings growth
environment. Part of the causual train will run through
Europe given their relatively restrictive monetary policy
of recent time. Furthermore, Germany's current GDP growth
is almost entirely comprised of export sales that will
probably suffer from the Far East downturn.

Just my 2 cents.
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