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

To: RealMuLan who wrote (34240)	5/22/2003 9:13:13 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 74559

you might misunderstand what I mean with imported price inflation from China we import a tremendous amount of goods from China (as well as Taiwan, Korea, Singapore) when the yuan is revalued upward, all other non-Japan exporter nations will correspondingly raise their currencies (it aint gonna be 5-10 years, no way) when this happens, the product prices in American stores for these imported products will go up, from currency translation alone I dont factor in yet the rising demand in China and India that is separate thus we call it "imported price inflation" we already import their goods the prices will rise from the currency shift it will be very nasty, reversing 20 yrs of exported inflation whereby the USGovt would print money to pay our bills, and that money would end up in Asian banks (case in point, Thailand in mid-1990's, breeding Asian Meltdown) / jim

To: RealMuLan who wrote (34240)	5/23/2003 2:53:27 AM
From: elmatador	Read Replies (1) \| Respond to of 74559

<<As more and more people in China, India>> I disagree, YZ. We can't wait for the people from India, China, Indonesia start to consume more!!! There is a glut of all kind of raw materials, prices kept high only because we have cocoa cartel, coffee cartel, tin cartel, etc cartel etc. That notwithstanding, we can kick in some more if needed. Super competitive position 2,5 crops a year in the center-west. The plans are already there: a road across the jungle, dig a tunnel through the Andes and load the ships in Callao Peru's harbor ship from there instead of going through the Panama canal. Fuck the environmentalists and the World Bank. We are not seating on our hands. Market up there will be funds for the infrastructure investment. If insufficient, the inefficient transformation of grass into meat goes, and we plant grain on the whole are now where cattle -that has never see a person- roam free. That will take care of the whole thing. Let then get the money, it's all we have been waiting for. meanwhile, there we go fighting subsidies...