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


To: Sam who wrote (8411)3/23/1999 11:50:00 AM
From: Ramsey Su  Read Replies (1) | Respond to of 9980
 
Sam,

Makin has consistently made the most sense to me. I believe reflation is the answer but Japan is not heading in that direction. More fiscal stimulus will result in a huge deficit and bridges going nowhere. They need to move the yen down.

Stitch, I don't think China's economy is large enough to replace Japan as the Asian leader at this point. At current rate, it is a forgone conclusion that it will one day be the dominant economic power. Again, despite of what I think of Zhu, he is no Merlin. Here is a good site to keep up with recent developments.

insidechina.com

Ramsey