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Strategies & Market Trends : Bear!
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To: Les H who wrote (124)7/9/1998 6:13:00 PM
From: Ming  Read Replies (1) of 271
 
Effect of Asia on earnings: very small, and isolated to individual cases. Even beneficial to companies that manufacture there.
Asia on markets: continuous inflows of cash into U.S. markets(the "safe-haven), which won't end for the immediate future. Asia on economy+interest rates: fed can't tighten, must restrain dollar's ascent. Further intervention can't be ruled out. Asia will help cool a bit the U.S. economy, cheering bonds and creating a spillover effect into stocks.
That doesn't prevent the U.S. market from being absurdly overvalued. But it is the only game in town, and the above factors will keep the party going for another while.
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