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


To: THE ANT who wrote (35682)6/12/2008 1:05:34 PM
From: elmatador  Read Replies (2) | Respond to of 217542
 
Yuan revaluation is the bullet that China must bite; and soon.

If Yuan revalue, prices of imports will drop. Inflation will drop.

Price of Chinese goods go up.

Importers will not have the inflation-dampening effect of Chinese made goods.

All compnaies that use China as manufacturing base will have profit hair cut.

In mobile telecoms Ericsson, Nokia and Alcatel, who produce stuf in China will have margins shaved.



To: THE ANT who wrote (35682)6/12/2008 5:38:26 PM
From: TobagoJack  Read Replies (2) | Respond to of 217542
 
i believe it is doubtful that inflation is as painful to the lot whose real inflation adjusted incomes are rising as to the pile whose real inflation adjusted incomes are falling,

further, as most usa debt are owed to usa people, inflation will prove as it always had historically, to be a nasty nasty killer

i think blinking is only a matter of interpretation

i am pretty sure that, as to transferring part of the pain too others to force currency revaluations, a different spin would be that a simultaneous standard of living is also being transferred, and so the end games of the transferor and transferee will likely be different