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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: sammaster who wrote (36448)	1/15/1999 9:29:00 AM
From: Moominoid	Read Replies (1) \| Respond to of 94695

Brazilian interest rates will drop. That would be the most important factor for pushing their stock market up. The government austerity plan will be easier to push through without throwing the economy into deep recession etc. The trick is to devalue but not to collapse the currecny as happened in Indonesia. David

To: sammaster who wrote (36448)	1/15/1999 9:31:00 AM
From: robert b furman	Read Replies (1) \| Respond to of 94695

On the plus side,many american comp.can import cheap components from brazil integrate them into the final product and expand margins. Mr Dell did this with SEA, GM will do it with vehicles VW and Ford also. That kind of thing is what will check inflation and bring global efficiencies to the market place.Global rates will stay low and equities will continue to be the only game in town.JMHO Mostly noise that scares out the weak and provides good entry point for those willing to buy when most aren't. hehehehe Bob

To: sammaster who wrote (36448)	1/15/1999 9:43:00 AM
From: big guy	Respond to of 94695

Hello Samir, I think your worst case scenario hits the nail right on the head. I also think our plunge protection team may have just gone global. This will be a boom for Brazil if no other Latin American country devalues but I think that would be highly unlikely. If we do get a rally out of this it very well may be the last for sometime to come. With both Latin America and SE Asia dumping the cheap goods on us and are goods becoming becoming a little further out of reach for all of them I find it hard to believe U.S companies will not suffer. Big Guy