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

To: THE ANT who wrote (35248)	5/29/2008 2:57:24 AM
From: elmatador	Respond to of 218074

Guess who comes out on top after Asia's currencies go up. Asian countries hooked on low currency. Can't kick out the habit. Once they do, needs to -starting from scratch- increase productivity by leaps and bounds. Brazil has been already adapting to that higher real for a good 3 years. Furniture, wood, fruits, footwear all suffered the blow of overvalued BRL. Once currencies appreciate vs. USD, the whole Asian rebalances. It will scramble to find cheaper places to produces doing a rollover strategy: keep higher technology and sending lower technology to places where it can produce cheaper: Bangladesh, Africa... Atractiveness of China as place to produce decrease for certain industries... Pressure of BRL, lifting it up and keeping it at 1.85/USD will be good and is my bet. All that on the Asians first to blink. But TJ may have a different opinion...

To: THE ANT who wrote (35248)	5/29/2008 5:09:18 AM
From: elmatador	Respond to of 218074

Olympic games preventing China to revalue afraid of less attendance. Once Olympic games are over, revaluation comes. The Chinese may be doing what the Germans are known for: not to let the foreign perceptions be denied by any event. Say headline: Chinese Olympic Flops! That won’t be good PR for China. Be aware that Olympic Games ending, Yuan may go up.