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

To: Worswick who wrote (7339)	10/28/1998 2:16:00 PM
From: Bosco	Read Replies (1) \| Respond to of 9980

Dear Clark, Steve, Stitch <no ordering> et al - heh heh <embarassed>, thanks for the correction - there is no room for sloppiness here <SG>. Some random musings here. Regarding alignment, I suspect survival [of different asian countries] dictates how these countries form their alliances. History is an elastic notion. OOH, what if Dulles Foster had shook hands with Chou En Lai in Geneva. OTOH, speaking of the latter half of the 1800s, the US was the only country who had the decency to plow back some of the indemnity to the Chinese communities. In that vein, I do believe that ronins [sp?] will reemerge from the japanese scene. Regarding China, there are several steps she will need to take before hegemony, like WTO and G8 <VBG>. Like EU and the possible expansion of NAFTA, asian countries have already had ad hoc organization ASEAN. However, my suspicion is that corruptions and tyrannies must be curtained first. While there are many hot spots, idealistically, I believe every nation - except N Korea - is workable. Dear Clark, also read that Mr Soros is in the process of closing out Quantum Emerging Growth Fd. best, Bosco

To: Worswick who wrote (7339)	10/28/1998 8:06:00 PM
From: Dayuhan	Read Replies (1) \| Respond to of 9980

Clark, From the Erdman piece you quoted: the brief era of an American-sponsored unfettered global free-flow of capital is coming to a sudden end. This does not augur well for anybody. It was just such freedom of capital movements that made possible the rise of the Asian Tigers and China, the brief economic renaissance of Russia, not to speak of the prosperity of Latin America in the 1990's. Does this mean he feels that the cause of the fall can be somehow divorced from the cause of the rise? That a rise as precipitous the ones we've seen in SE Asia is possible without terminal instability. Personally, I think that a reasonable and evolving system of limited controls on capital flow would make extremely rapid growth difficult. I also think that somewhat slower growth might be a lot more sustainable. Though he's smarter than I am, and could doubtless prove me wrong. Steve