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

To: tom who wrote (4154)6/3/1998 1:49:00 PM
From: HB  Respond to of 9980
 
Thanks tom! Some definite food for thought in there, especially
for those contemplating Asian or resource-based investments.
Most interesting was the observation of inventory destocking in
Asia and the correlative need to up materials imports at some point.
That should prolong currency weakness over there, so the currency
turn may come after the raw materials turn, perhaps?

Cheers,

HB



To: tom who wrote (4154)6/3/1998 5:06:00 PM
From: Stitch  Read Replies (1) | Respond to of 9980
 
tom,

<<The 1Q98 export figures for the rest of Asia are terrible.>>

Many thanks for this post. Do you have a link for the export figures?

Best,
Stitch


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