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.
Pastimes : The Naked Truth - Big Kahuna a Myth -- Ignore unavailable to you. Want to Upgrade?


To: pater tenebrarum who wrote (53328)7/27/1999 2:11:00 PM
From: John Pitera  Read Replies (1) | Respond to of 86076
 
Heinz, that is a big asset allocation by the Euro Institutions.

No question they have to worry about the USD. The US looks like it has more downside, As the declines it hurts the Yuan, in the sense that you need lower prices by Chinese exporters to compensate for a weaker US buck. I keep hearing that there can be no Yuan devaluation until after the 5oth anniversary on Oct 1st.

I'm not sure that I buy that.



To: pater tenebrarum who wrote (53328)7/27/1999 3:13:00 PM
From: bill meehan  Read Replies (1) | Respond to of 86076
 
Heinz, in 1996 net inflow into the US equity market from Europe was a whopping $5.4 billion. "The US market is too expensive." 1998 net inflow was $72 billion, and the through the first 4 months this year it was running at an $85.5 billion annual rate.