Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Currencies and the Global Capital Markets -- Ignore unavailable to you. Want to Upgrade?

To: Henry Volquardsen who wrote (12)	5/1/1998 1:12:00 PM
From: yard_man	Read Replies (1) \| Respond to of 3536

With the dollar strengthening near-term against these currencies as you envision then, you would be bearish on bargain-hunting in even the strongest of the tigers. Is that right? I'm currently long Malaysia and the Phillipines through closed-ends and webs. Surely the downside is somewhat limited at this point or not? One more question -- you can tell my bias (unfounded though it may be) -- how bad would the trade deficit have to get in order to impact the strength of the dollar? I was under the impression that in the long run growing trade deficits undermine the currency of the countries which have them. What in your opinion are the most important factors to look at when trying to assess the underlying strength of a currency and in gaining insight about the future direction of the same? Thanks in advance. Barry