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Strategies & Market Trends : Currencies and the Global Capital Markets
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To: Henry Volquardsen who wrote (12)5/1/1998 1:12:00 PM
From: yard_man  Read Replies (1) of 3536
 
With the dollar strengthening near-term against these currencies as you envision then, you would be bearish on bargain-hunting in even the strongest of the tigers. Is that right?

I'm currently long Malaysia and the Phillipines through closed-ends and webs. Surely the downside is somewhat limited at this point or not?

One more question -- you can tell my bias (unfounded though it may be) -- how bad would the trade deficit have to get in order to impact the strength of the dollar? I was under the impression that in the long run growing trade deficits undermine the currency of the countries which have them.

What in your opinion are the most important factors to look at when trying to assess the underlying strength of a currency and in gaining insight about the future direction of the same?

Thanks in advance.

Barry
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