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

To: Worswick who wrote (2337)	2/23/1998 11:04:00 AM
From: Mohan Marette	Respond to of 9980

Worswick and all: SPOOOOKY!!!!! Stick with the U.S and European Stock markets guys, at least for the next year or so if you want to make any money.Just my opinion and I am. Call me 'chicken' but I don't have the guts to venture into these unchartered and ever revealing SEA markets.<gg>

To: Worswick who wrote (2337)	2/23/1998 11:07:00 AM
From: Zeev Hed	Read Replies (2) \| Respond to of 9980

Worswick, have these guys been reading SI? Rubin just this weekend was chastising Japan for doing too little too late in the area of stimulating domestic demand in Japan. I have been preaching this karma for more than six months now. Without Japan increasing its import from the rim, coupled with write of of over capacity in the rim, there is a real danger of a localized depression out there. In the US we will actually benefit from this since our service sector can stealthily increase its inflation rate screened by a deflationary pressure from "manufactured goods". Our interest rates will stay low (and I still think will go lower to the 5.5% or even lower), thus providing temporary fuel to the local market. Short term, however, I still think that the current up momentum in the US equity will wane and the pressures from the east on our technology sector will start and show in the market. Zeev