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Strategies & Market Trends : HONG KONG -- Ignore unavailable to you. Want to Upgrade?

To: Tom who wrote (2006)	7/20/1998 8:41:00 AM
From: Ron Bower	Respond to of 2951

Thread, This may partially explain what's going on (re: prior post). biz.yahoo.com Most Chinese companies are not facing the debt problems of the ASEAN companies. China's stronger domestic economy and currency is increasing their imports and this may be providing exporters with more shipping containers. (Bring in cargo from ASEAN countries and send out cargo to the US.) There is some shipping problems in HK/China right now, but I believe it's related to overloaded docks and the Airport problems, not a shortage of containers. I hold one HK/China exporter that recently got a large contract from a Japanese company, but they will be shipping to the US and Europe. Their sales continue to increase. Another of my HK/CHina exporters is seeing weaker business, more from smaller orders and shorter lead times than pricing pressures. They also predict growth this year, but not as strong as in past. FWIW, Ron BTW - I don't hold, but I'm a concerned that the CEO of AEHCF has been "detained" by the Communist Party Disciplinary Committee since the first of the month.