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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (26903)	1/5/2003 11:04:31 PM
From: elmatador	Read Replies (2) \| Respond to of 74559

A strong Yuan? Hey we need a brand new 150 million middle class with purchasing power which means: more imports of beef, orange juice, Cocoa for chocolate, fruits etc. Commodities prices will increase and we will be happy to supply the Chinese!!! The Chinese won't spend their money buying bonds but feeding the appetite of this new middle class! We are already ready. The plans exist already: A road from Western Brazil (the Chinese farm) towards Peru where the goods will shipped to China thus bypassing Panama Canal. 30% Yuan appreciation seems about right. More Chinese going abroad for travel.

To: TobagoJack who wrote (26903)	1/6/2003 11:33:38 AM
From: Jim Willie CB	Read Replies (1) \| Respond to of 74559

you overlook one China balancing component -- GOLD in spring, Chinese leaders mentioned balancing of three reserve assets USTBonds, EuroBonds, Gold I agree in bilateral balance of dollar-euro except that they have a current extreme imbalance in USTBonds now, and have for a few years, which is only recently being addressed but I believe the real issue is gold CB accumulation how is Chinese oil production ramping these years? thanks, jim