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

To: TobagoJack who wrote (39227)	10/6/2003 9:51:29 PM
From: Haim R. Branisteanu	Read Replies (2) \| Respond to of 74559

Jay I noticed that you write several "indirect messages to Haim" and I assume I did not get them all. But going back the FX issues, I read somewhere this evening that Bank of China is going to revalue the Yuan / Rimimby by 30% ......... gradually over 5 years ............ so now every one is happy. In the meantime the head of the ECB joined the USD bashing band. Read also an interesting article from the "Independent" I posted. Interestingly solution I was advocating about 4 years ago on SI, are brought up now as a missed opportunity - e.g higher margins in buying stock and higher interest rates to calm the stock market mania of Y2K Message 19376900 :)) Message 15121513 Message 15505250

To: TobagoJack who wrote (39227)	10/6/2003 10:32:11 PM
From: elmatador	Respond to of 74559

If one miss the fundamentals he's dead! The writing is on the wall for over 15 years already. I never thought the world economy would have this staying power it has demonstrated over the last 15 years. Japan itself was too light weight to de-construct what was in place. China is a totally different story, as you point out. Japan was not able to catch the world's imagination and started being emulated beyond the previous called gang of four later upgraded to Four tigers (South Korea, Taiwan, HK and Singapore). In this respect China is also a different sort of animal: Other countries may start looking up to it., and throwing overboard the European values, 'rights' for this, 'rights' for that which were emulated by LATAM (whose people liked it a lot and even "improved" on it.). Eastern Europe will be in trouble exactly to have embraced the 'rights' for this, 'rights' for that, thing the Europeans are famous for. But there is the US to prove that if one throw the European ways over board you can build something... Lets see if India catches the China bug.

To: TobagoJack who wrote (39227)	10/7/2003 3:56:22 AM
From: Maurice Winn	Read Replies (2) \| Respond to of 74559

<Levi Straus Jeans at one time (early/mid-90s) climbed on their moral high-horse and bashed China, terminating all contract relationships with Chinese supplier factories, earning an HBS case study. At the time I thought Levis was nuts, and now, with proof of time, in hindsight, they were, and are suffering for their earlier error.> Jay, a week ago, I bought a pair of jeans [haven't bought any for years]. They fitted well and were cheap at NZ$25 [US$15 about] so I bought two instead of one. [Hmm, pair of jeans, two?!! English must drive non-native speakers nuts] I love buying things Made in China. I think I should buy lots before they start requiring a pay increase. Mq