Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: energyplay who wrote (37677)	9/1/2003 11:02:27 PM
From: rolatzi	Respond to of 74559

The popular explanation for the spike in the Nikkei is that there is a recovery going on in Japan spurred on by sales to China. These sales to China are a result of the marked increase in consumption of all goods in China. It is this same increase in consumption that is driving the CRB, metal and energy prices. I am not necessarily supporting this view but simply throwing it out for discussion. Ro PS. I too am thinking about upping my holdings in Canada, not in Canadian dollars but in shares of Canadian stocks which are heavily weighted in mining and energy.