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Strategies & Market Trends : Asia Forum
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To: B Tate who wrote (14)12/23/1997 11:19:00 AM
From: Worswick  Read Replies (2) of 9980
 
I wonder BTate if you could think about sharing your perception of what is happening in Malaysia at this moment? What is the mood there?

I wonder if there is any feeling that this current crisis will turn around in six months? a year? two years?

It would seem to those of us in colder climes (at the moment it is snowing outside) that with a 30% to 50% currency advantage that Malaya could whip the pants off any disk drive, or chip maker on earth with the huge cost advantage of the ringitt factored into the production equation.

AT THAT ONE WONDERS WHETHER THIS WHOLE ASIAN CRISIS WON'T BALANCE OUT AS A GIGANTIC CURRENCY DOWNDRAFT WHICH IS ONLY TEMPORARY.

We wonder on the front lines out there what the fiscal climate is like? Seen from 18 hours away from here on Singapore Airlines it looks like this is either the best time in decades to buy Malaya, or the flat out worst.
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