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Strategies & Market Trends : Heinz Blasnik- Views You Can Use -- Ignore unavailable to you. Want to Upgrade?

To: Haim R. Branisteanu who wrote (1921)	5/26/2003 9:32:47 PM
From: Box-By-The-Riviera™	Respond to of 4905

i'm gonna guess in the short term, the issue is flow of funds... (repatriation) and attractive interest rates. in the mid term, they will all out do each other trying to devalue. re: china, when it is good and ready will then drop the peg. right now they are reaping a competitive windfall, of what's left to reap... their rising materials costs I imagine have not yet had an impact to a degree called worry. meanwhile, they have a whole lot of reserves that need moving around prior to any peg move IMO. this is not a one size fits all situation... like everything else, it is a process. place your bets accordingly. thanks for the detailed follow up. more like your old self.