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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Condor who wrote (15215)	3/11/2007 9:59:31 PM
From: Crimson Ghost	Respond to of 217942

Just answering Maurice who wants me banned I agree this is not an appropriate place to discuss these issues in depth. But since a US attack on Iran would grave implications for global financial markets-- the board should be interested in who is pushing for this and why.

To: Condor who wrote (15215)	3/11/2007 10:13:07 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217942

received in e-mail QUOTE Record outflows — For the week ended March 7, redemptions from all Asia-dedicated funds totaled US$4.1bn, 2.5 times the now second-biggest weekly outflow ever, which was recorded in May 2006. The “yen carry trade” concern not only affected Asia but also the rest of the emerging markets with US$4.8bn redeemed from Latin America , EMEA and GEM funds. These, together with US$1.7bn in outflows from International equity funds, suggest that US$10.6bn was withdrawn in one week. Asian markets likely to see more downside than upside risk in the near future — In May/June last year, US$4.9bn in redemptions from Asian funds took place in six weeks. This time, US$4.1bn was withdrawn in just five days. However, the average weekly outflow for the past eight weeks has still not reached the level we saw last year (Figure 2). Asian markets corrected 20% between May 7 and June 13 last year whereas stocks in Asia have fallen just 6% in the past two weeks. Seven out of the 12 fund categories we watch recorded outflows — Asian funds that experienced record outflows are those that had taken in the most in the past two months, namely China and Greater China funds as well as Singapore and Malaysia country funds. India funds also reported the biggest ever outflows this week while Taiwan country funds were the most resilient. Only four Asia country funds sit with net inflows for the YTD — They are Singapore , Malaysia , Taiwan and Korea . We are overweight most of them in our model portfolio. Please click citigroupgeo.com for this piece. UNQUOTE