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Strategies & Market Trends : HONG KONG
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To: Tom who wrote (2183)8/27/1998 11:16:00 PM
From: Dayuhan  Read Replies (3) of 2951
 
Tom,

Just reading a number of analyses claiming that the Russian collapse will have minimal effects on corporate earnings. Something seems to be missing. Isn't the real impact going to be on commodity prices? Reduction of Russian demand is going to leave huge surpluses of grain and sugar, among other things, and a Russia starved for dollars is going to pump oil and dig gold regardless of price.

Isn't this going to be another significant deflationary pressure? Or am I just raving in the wind?

Steve
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