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

To: TobagoJack who wrote (62276)	3/29/2010 7:44:12 AM
From: carranza2	Respond to of 219421

businesscycle.com

To: TobagoJack who wrote (62276)	3/30/2010 2:06:46 AM
From: energyplay	Read Replies (2) \| Respond to of 219421

China preparing to spin on RMB revaluation, and also spin recovery...

To: TobagoJack who wrote (62276)	3/30/2010 6:44:28 PM
From: energyplay	Read Replies (2) \| Respond to of 219421

On a more useful note, who will win big if the RMB is revalued 15% ? Which importers that now have narrow margins will be on the gravy train ? The companies and people sitting on large stock of commodities like copper may take a temporary hit as their current commodity inventory is marked down, but their margins may expand greatly, making up for all the 'loss' in a few months. Here's the really cute part - many of the Chinese exporters face stiff competition - from other China firms, but not from firms in other countries. I expect this is part of what Professor Zhou sees. There will be some losses on a few items, like women's plain cotton shirts to Viet Nam or Indonesia. The higher priced printed shirts (takes a little capital for the printing machinery) will still come from China. How are you positioned for a revaluation ?