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To: KM who wrote (261076)	9/19/2003 2:03:05 PM
From: yard_man	Respond to of 436258

KM -- thanks very much. The bit on FDI is an eye-opener.

To: KM who wrote (261076)	9/19/2003 4:53:00 PM
From: Haim R. Branisteanu	Respond to of 436258

All those theories are right and logical the issue that the writes is missing is the fact that trashing the USD will hurt most of the SE Asia exporters and their economies. I anticipated a tug of war between those interested to hold up the USD and pray for a US recovery and the actual trade deficits. As an example even that the FX markets are almost closed there is still some one selling the USD ..... and for sure that is not a institutional investor at 5 PM EST