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 : Asia Forum -- Ignore unavailable to you. Want to Upgrade?

To: Worswick who wrote (3441)	5/9/1998 1:58:00 PM
From: Lee	Read Replies (1) \| Respond to of 9980

This has been the most fascinating discussion to follow the past few months. Finally, I decided to join in, although I'm not sure what to add to this wonderful collage. The input from the trenches, from the world, thank you for keeping me abreast as the US press fiddles. "9x% of country A banks are insolvent...water problems...suicide...currency devaluation's...happy go-lucky Japanese citizens...credit squeeze...1929" Sometimes a little information is a dangerous thing. I'm not sure what to do with this knowledge. It seems the one constant is that US hegemony grows. My question in regards to the Citibank and Fidelity new found Japanese accounts is the same as expressed earlier, where do they invest this money? I'm not knowledgeable of the bank's international presence. I would assume (hope) their international lending style is a bit different than say a bank in Japan or SEA. Do they have the history, the relationships necessary to have broad based lending activity in the Asia? Is it sufficient to help lift the area out of the doldrums caused by an increasing credit squeeze among local banks? Do they have the desire? or will us investors force them to take that money and invest in less risky neighborhoods? We all seem to clearly see the slide in Asia. Is there a vision for re-newed growth at some point before 2005? I'd like to hear something more than the US and Europe buy Japan and SEA out of this fall. From an investment standpoint that gives little hope. Best,