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Strategies & Market Trends : Waiting for the big Kahuna
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To: William H Huebl who wrote (14654)3/4/1998 10:13:00 PM
From: Haim R. Branisteanu  Read Replies (1) of 94695
 
At present, SE ASia currency is in the cellar, even with local inflation high, unit cost is very cheap.

I know of some big companies moving manufacturing there to take advantage of idle capacity and currency.

Therefore if I know, than many others do the same - result - lowering wage pressure in the US building buying power in SE Asia, result down the road they will start again to spend first by eating more especially meat.

Now for each pound of meat you need about 3 to 4 times grains, with El-Ninio still in place SE Asia has drought - e.g - no grains - results buy AMERICAN GRAINS.

Aside from that the draught of buying consumer goods will disipate and other raw material will start rising. Just remember they are only 3 billion people, of which about 15% at US or Western Europe parity buying power.

So that will start the inflationary cycle.

BWDIK we still have about 6 to 9 months until Joe Six pack will notice.

HAim
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