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Analysts are catching onto the fact that an inflating US Dollar does not make everyone a winner out there in the land of global commerce. One of the biggest losers, is the Asian consumer.

Asian currencies have been getting hammered, and we have been beating on the associated economic fallouts of that reality for the last 6 weeks in our sector portals. Many CFO's imply to us that were not prepared for this. Neither are sovereign governments who are dealing with heightened social unrest associated with importing currency inflation.

Below we have put together 5 year charts of all the major Asian countries we follow. Commodity oriented inflation may be dampening in this country, but we're going to export currency inflation to the world. This is a "Trend" that will continue to result in higher cost of capital, globally.

KM