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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: MNTNH who wrote (56881)	2/10/2016 10:15:21 AM
From: Graham Osborn	Read Replies (1) \| Respond to of 78751

Welcome back MNTNH! Always a sanguine contributor :) OT appreciate your $0.05 on yuan trade. For me continued weakening of emerging market currencies with the expected central bank snafus is probable. So long as the European banks are under duress and Greece is crumbling same for the euro. JPY I understand the situation less. For USD/CNY I think it is a balancing act between what the real organic GDP growth of the 2 economies is and the degree of interference of their respective regulators. It seems hard to imagine capital will flee to China anytime soon but I wonder where it will go once the US starts delevering here which would certainly weaken the dollar relative to something. Soros has been calling this "survival of the least unfit" or something :)

To: MNTNH who wrote (56881)	2/10/2016 6:35:48 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78751

Thanks guys for suggestions re yuan deval. The hedging suggestions are too far outside my comfort zone. I guess I'll just continue to reduce my position in Chinese domiciled stocks, maybe reduce a little the multinational industrial stocks that have significant operations in China. I'm turning more now to looking at USA real estate and health care stocks that might have less exposure to the Chinese economy. (Doing this anyway, because some of these stocks are so beat down that they look like good values - at least to me.)