Thoughts on Yuan Appreciation# Investment - 投资
d*e
1 楼
From the Helen of Troy ( HELE ) board on yahoo. I think the negatives are
explained better than the positives.
Currency considerations
by: sestercius
Long-Term Sentiment: Strong Buy 02/19/04 06:32 pm
Msg: 6542 of 6542
Regarding the ongoing fear about a revaluation of the Chinese Yuan, I’d like
to add my 5 cents:
A revaluation will not affect Hele’s competitive position, as competitors are
sourcing from the same area. But a sudden significant change in the rate could
mean a temporary hit on ma
explained better than the positives.
Currency considerations
by: sestercius
Long-Term Sentiment: Strong Buy 02/19/04 06:32 pm
Msg: 6542 of 6542
Regarding the ongoing fear about a revaluation of the Chinese Yuan, I’d like
to add my 5 cents:
A revaluation will not affect Hele’s competitive position, as competitors are
sourcing from the same area. But a sudden significant change in the rate could
mean a temporary hit on ma