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Strategies & Market Trends : Natural Resource Stocks -- Ignore unavailable to you. Want to Upgrade?


To: TobagoJack who wrote (10404)4/23/2004 10:14:01 AM
From: Roebear  Read Replies (1) | Respond to of 108551
 
Jay,
Glad to have your comments here this morning.

Whatever is happening, it is all fairly unusual

I find all three points interesting. Very much so when viewed against the background of the cash and goods flows between the US and China the last few years.

Because things are so unusual, I would then expect something different to transpire over coming months, though I would not at this point hazard a guess as to exactly what that is.

I would guess that it is a hazard!

Back to the 3D work, kind of silly, as it is turning the 3D world into 2D and making the result look as best I can to be 3D though the result is in 2D (i.e. photography).

Best,
Roebear



To: TobagoJack who wrote (10404)4/23/2004 10:21:20 AM
From: isopatch  Read Replies (1) | Respond to of 108551
 
Jay. Thanks for the heads up. You read my mind. Been

wondering when the tightening would start to bite, and provide us with some clear evidence of economic impact. Certainly getting that now.

Do the money mgrs in your luncheon group have any downside targets or projections for the Heng Seng index, for the rest of this year?

TIA

Isopatch



To: TobagoJack who wrote (10404)4/23/2004 12:25:06 PM
From: jimsioi  Read Replies (1) | Respond to of 108551
 
Jay, great to have your view...thoughts on Yuan?

We're hearing rumblings now that China will / may / might float its currency against a basket of currencies..Could this be trending changing?...Higher Yuan would make world commodities cheaper for Chinese but if they can't be brought in due to port back up and other issues that would seemingly make little difference...

Factors other than monetary and demand driven economics are in play there in China, it would seem...truly unusual...