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

To: elmatador who wrote (55049)9/15/2009 11:39:20 PM
From: TobagoJack  Read Replies (1) | Respond to of 218109
 
dare i say the 'd' word? as in decoupling?

just in in-tray

Had breakfast at Petrus at the Shangri-La Hotel this morning.

Every table was full.

I am told that the hotel was fully booked last night, as was the Mandarin..

And I expect the same next week with the CLSA Conference.

Certainly doesn't seem to correlate with the US hotel numbers.
Have investors given up on the US and are now simply of the view of "Asia or Bust?"


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