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Strategies & Market Trends : Investment in Russia and Eastern Europe -- Ignore unavailable to you. Want to Upgrade?


To: CIMA who wrote (296)7/9/1998 11:30:00 PM
From: Rob Shilling  Read Replies (1) | Respond to of 1301
 
So, who is CIMA and what is SRATFOR Systems Inc. ??
Anyway, I tend to be an optimist, so I think Russia's problems are bad but fixable. Stories about imminent economic collapse are getting old. Russia is not Indonesia IMHO. The Ruble is not overvalued, so the "crisis" is a short term liquidity crisis which IMHO will be fixed more with tax revenues rather than IMF loans. Remember, they need the loans (or news that they will indeed get the loans) as more of a phycological hedge against currency speculators. As soon as there are doubts about devaluation, the covering of short positions will end the speculation.
To VI: I am fairly new here but I know you are posting on Yahoo too and you seem to have a good handle on what is going on. My question is are you Russian ?? Are you more in favor of a new government ?? Sorry for the questions, but I am too lazy to check some of the older posts.



To: CIMA who wrote (296)7/9/1998 11:57:00 PM
From: Real Man  Respond to of 1301
 
This seems way too bearish for now... This is a very serious crisis,
but the situation could turn around. Maybe, it will cause vital
reforms to go through quicker. We'll see. I doubt the worst fears will
ever materialize. Lots of gangsters with big money, and it is not
that difficult to kill ANYBODY who is unsatisfactory, including a
president who tries stupid tricks like nationalization. The
crowd will buy new promises if made by a different strong candidate.
-Vi