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 : Asia Forum
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: HB who wrote (3081)4/12/1998 3:30:00 PM
From: Zeev Hed  Read Replies (1) of 9980
 
HB, not being as informed as you in this mater all I can do is "guess". I would say that we could see (six month hence) about 2% per year of the "postal saving" funds leak out of the postal system (it could be much more if companies such as Fido, Citiciorp and Merryl have their way). In this case, we are seeing a possibility of increased liquidity of about $200 Billion annually, half of which could come into US markets. A lot of it could go into treasuries and be well balanced by treasuries repatriation effort of BOJ (meaning, in lieu of selling their treasuries here, the BOJ might be selling through the trio above to the postal savers a good chunk of their excess treasuries). If the flight from the safety of sub 1% return in the postal system get much bigger, we'll witness a financial bubble eclipsing the performance of our markets in the last three years. I dread the scenario that may terminate such a bubble and hope that the Japanese will put in place some mechanisms to slow down the leakage from their Postal system.

Zeev
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News