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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Eldon Slife who wrote (96)	6/23/2003 6:28:37 PM
From: russwinter	Respond to of 110194

Have given your question some thought. I asked a Morgan Stanley (certainly a big enough firm) broker this, and he came back and said nothing was available in yuan denominated instruments. I suppose certain China based stocks may be a beneficiary, but I'm not sure which? I asked the same MS broker for money managers that specialize in this China/Yuan play, and come up with next to nothing on that score either. The other possibility is the Yen (which arguably also needs to be revalued up), through the Japanese stock market, which is quite cheap. Wish I could give you a more concise answer, but I haven't cracked this code yet, and I'm open to specific (not general) ideas and suggestions. <think this has to be done by 2007-2008> Probably even sooner than this time frame. 2004-2005?