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Strategies & Market Trends : HONG KONG -- Ignore unavailable to you. Want to Upgrade?

To: Tom who wrote (2791)	4/1/1999 6:48:00 PM
From: Ramsey Su	Read Replies (3) \| Respond to of 2951

Tom, as I am reading your very interesting posts, yet another talking head on CNBC is saying how Asia is recovering. I have to wonder how many Asias are there? Aside from all the other problems, Asia as a whole is going to have unbelievable unemployment this year. The article you linked is a great example of what they face in China, consistent with what I read in numerous publications. Japan is facing a double edged sword. If they do corporate reform a la USA, what is going to absorb the surplus labor. We benefited from the age of deregulation and technology explosion. I don't see anything that can be viewed as same for Japan. High unemployment shuts off consumption. I wonder what are we going to export to markets that are not consuming. May be I am overly pessimistic but I sure would appreciate the opportunity of asking some of these bullish analysts what exactly are they seeing to give them their optimistic opinions. Ramsey