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

To: Zeev Hed who wrote (5280)	7/27/1998 9:16:00 AM
From: Gunnar	Read Replies (1) \| Respond to of 9980

On another thread I was discussing the aggregate copper demand: "The M S analysis does not liberate our selves from making our own international analysis on world aggregate demand. I am suspicious of all analysis that mix the whole "Asia" into one area. Some percent up or down in China...Hm. India has a middle class at the same size as the hole population in the Western European countries...The whole Russian Equity Market has the same value as the Swedish telecom Co Ericson, but that asymmetry wont last for long... The coming 3 - 5 years will be interesting for those who accommodate to changes" There are lot of letters to this thread and for the moment I am not here to discuss the US trade deficit but the specific, from each other independent and dependent regions/countries/subcontinents that constitutes "Asia". Not only Southest Asia but the region as a whole. US has been a source of demand but export is, as in the case of Japan, low as a proportion compared to other countries. Is it possible to find some letters in the past on this thread that deals with the problems of the different developments in Asia and the possibility for this region to continue the long term trend towards industrialization and a source for (copper) demand? Regards, Gunnar