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

To: energyplay who wrote (62316)	3/30/2010 6:52:27 PM
From: KyrosL	Respond to of 219465

<<many of the Chinese exporters face stiff competition - from other China firms, but not from firms in other countries>> I don't know about you, but it's been some time since I have seen any clothing coming from China. It's now India, Bangladesh, Indonesia, etc.

To: energyplay who wrote (62316)	3/30/2010 8:50:36 PM
From: TobagoJack	Respond to of 219465

<<On a more useful note, who will win big if the RMB is revalued 15% ?>> ... coca cola, kfc, east-bound shipping companies, adm, gld, gdx, paas ... hutchison for panama canal (widening done by 2013), maybe even peabody coal, singapore dollar, thai baht, ... usd carry-debt owed, usa/global environmental-oriented companies with specific / believable china-access / engagement strategies <<How are you positioned for a revaluation ?>> ... hk real estate, au/pt, hkd cash ... considering jdsu but, i do not believe rmb would rise 10-15% in a step 5-7% per annum more likely