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Strategies & Market Trends : Asia Forum
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To: Paul Berliner who wrote (8502)4/20/1999 1:03:00 PM
From: Bosco  Read Replies (1) of 9980
 
Hi Paul - there is a lot of weight in what you said regarding commodity prices such oil. Of course, one should be mindful that the different ways of slicing the cpi. If the current rise of oil has already factored in the summer driving seasonality, then it is at least explainable. Regarding WMT etc, I don't know. Do you think maybe they are eating the lesser store's lunches?

best, Bosco
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