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Strategies & Market Trends : Asia Forum -- Ignore unavailable to you. Want to Upgrade?

To: Rmn who wrote (382)	1/3/1998 10:19:00 PM
From: Esvida	Read Replies (1) \| Respond to of 9980

Ramsey, The two differences I can think of between now and then is the huge population pocket of the baby boom and the stock margin now set at 50%. I agree that we will face the risk of protectionism and I think Japan holds the key to it. Let's hope that Japan will recognize its unique role. Regards, -Al

To: Rmn who wrote (382)	1/3/1998 10:38:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 9980

Ramsey, in his speech today, Greenspan voiced concern about the possible impact of assets rapid declining values, but I think that the real cause for depressions is not assets values falling but drastic decline in final demand. Western societies have created a safety net which assures, in a way that demand will not decline too rapidly. I voiced my concern earlier that the less developed rim countries do not have at this time such a security net, thus real collapse in domestic demand could become endemic. Right now, I am still hoping for Japan to show its leadership and cut taxes drastically to prime their economy and soak some of the excess capacity in the rim. If they do not, I think we will have problems in the near future. Zeev