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Pastimes : Ask Mohan about the Market

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To: Zeev Hed who wrote (12686)1/4/1998 6:58:00 AM
From: Bearded One  Read Replies (1) of 18056
 
Question about exports to Europe:

Some company heads have claimed that since they have few exports to Asia, that they will not be impacted by Asia's troubles. The standard response is that Asian countries will increase exports to the US. The standard response to that is that US companies have some protection in the US.

Nobody talks about Europe, because Europe is growing. I think we forget that Asia also exports to Europe and thus competes with us in that space. What about the effect of increased Asian exports to Europe?

Specifically, which American companies have large exports to Europe which may be impacted by increased competition from Asia?
Any of the computer makers, for example?
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