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

To: GuinnessGuy who wrote (2843)	4/3/1998 9:00:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 9980

Ref: Japn-So what are the solutions?? Craig: Excellent report from Stratfor, but I wonder what Japan can do to stimulate the economy as Mr.Ohga stop short of elaborating what the solutions are except that the economy needs stimulating. Obviously, BOJ won't of much help since the interest is already at a historically low rate of some 1/2 % or something like that.So what are they going to do to stimulate the economy? I am thinking what happens if Japan does the following: 1) Opens up the domestic market. 2) Embark on massive government spending program since they have the money. 3) Implement a precipitous tax cut. 4) Clean up the banking system. Any thoughts???

To: GuinnessGuy who wrote (2843)	4/3/1998 11:26:00 AM
From: Sam	Read Replies (2) \| Respond to of 9980

Craig, Thanks so much for posting Stratfor's warning. Worswick and others on this thread have been saying pretty much the same thing for several months now, but coming from Sony's Chair adds some urgency to it, to say the least. I have been wondering how these things will affect specific companies, especially the powerhouses like Sony, the auto companies, and, for my own special interest, Toshiba and Fujitsu (my special interest because I have investments in the drive companies, and these two--especially the latter--are active participants who have been helping to drive that sector into more turmoil than would otherwise be the case). Do these companies--the powerhouse companies, I mean--get enough cash flow from outside of Japan to just keep chugging along? Will they have to sell more and more product just to keep that cash flowing, at any price? Or will they clinch up like everyone else, unable to keep their capital investments up and unable to remain competitive, despite the yen's fall? I'm just throwing these questions out hoping to get some answers that make this messy, murky situation a little clearer to me. Or perhaps these are the wrong questions, I'm not even sure of that! If so, don't hesitate to say, please! As Goethe said on his deathbead, "More light!" Thanks in advance, Sam