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To: B Tate who wrote (48470)	9/20/2006 8:24:55 AM
From: Dale Baker	Read Replies (2) \| Respond to of 118717

Thanks - I will keep my modest TTF position and maybe add if the mood turns up.

To: B Tate who wrote (48470)	9/20/2006 9:51:48 AM
From: Spekulatius	Read Replies (2) \| Respond to of 118717

The Thai economy has been running on consumer credit and there is a real estate boom going on around Bangkok. Many Thais are quite extended in credit. While I agree that the military coup alone should not cause much LT damage I expect the combination of high debt levels and a slowing economy to make their mark.