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

To: Stitch who wrote (7204)	10/19/1998 2:46:00 AM
From: Michael Sphar	Read Replies (1) \| Respond to of 9980

The interesting characteristic of Stratford's analysis to me, was the lack of mixing in the Chinese aspect in the bilateral tension surrounding Japan vs US solutions to the Asian banking/trade crisis. As far as it goes I think Stratford has defined the positions of the the US and Japan quite precisely and succinctly, but it cannot be taken out of context in the real world and analyzed and understood in total. There is and has always been a struggle between Japan and China within the Asian context. The economic regionalization theme as well is missing or lightly glossed. But then the Russian/Japan aspect is also a factor, and will influence Japan in the years to come. As of course the US/Russian and the Western/Eastern European contacts influence the Russian side as well. A complicated web of interconnectedness we seem to have spun. One must also not forget the MiddleEast with its oil factor, or India and the subcontinent of Asia for that matter. N-dimensional problem solving, anyone ?

To: Stitch who wrote (7204)	10/19/1998 12:47:00 PM
From: Ramsey Su	Respond to of 9980

Off topic, Has anyone ever gone kayaking in the Phang Nga Bay area? Any suggestions? private message or email jackram@home.com appreciated. By the way, is SI very slow this morning? Ramsey

To: Stitch who wrote (7204)	10/20/1998 12:29:00 AM
From: Tundra	Respond to of 9980

Stich, A few comments about the very interesting Stratfor article you posted. While it may vary some in degree with my own view, I tend to share its basic assessment of the financial condition of the banking system. I have posted similar but perhaps less draconian views earlier on this thread. Given that at least ballpark agreement, I find myself fighting with the idea that the remainder of its views therefore carry greater weight.I know this likely violates some principal of logic; but can't really enunciate what it might be. I think I slept through logic courses in college..<g> I am resigned to the fact that I really have no clue as to the likely accuracy of future events in Japan; and therefore whether Stratfor predictions are accurate in that regard. Having said that, though, I find myself looking at news stories through a slightly filtered lens. I am reminded of Stratfor's arguments when I read a story like the following. I realize it may signify nothing. Regards, Tundra Japan May Extend Yen Credits To Malaysia TOKYO (Nikkei)-Japan is considering a request from Malaysia for yen credits and plans to send an investigating team from Overseas Economic Cooperation Fund to Malaysia soon, Prime Minister Keizo Obuchi told visiting Malaysian Prime Minister Mahathir Mohamad Monday evening. Obuchi also told Mahathir that he was following closely the unfolding events surrounding former Deputy Prime Minister Anwar Ibrahim. The Malaysian premier reiterated his position that Anwar's fate is a matter to be settled by the courts. Anwar is being held by the authorities in Kuala Lumpur for allegedly committing a range of crimes, including sodomy. Many observers, however, believe his arrest arose from irreconcilable political differences with his former boss. Regarding Kuala Lumpur's tightened regulations on foreign exchange, Obuchi said he understood the reasons behind the move but hoped "consideration would be given to facilitating the operations of foreign companies." Mahathir said foreign currency may still be removed from the country and stressed that the tighter regulations will have no effect on trade. Obuchi said Japan's participation in the early voluntary sectorial liberalization talks, which are being held under the aegis of the Asia-Pacific Economic Cooperation (APEC) forum, was unlikely due to the sensitive domestic issues involving forestry and fisheries products. Mahathir said Japan's position on the matter would be duly considered. (The Nihon Keizai Shimbun Tuesday morning edition)