Saw this today: http://www.egoli.com.au/egoli/egoliStoryPage.asp?PageID=%7B90E34BAE-B2A1-4123-B80F-0BB403F8C72E%7D&Section=Feature
"...There are only two possibilities from here on. Either the US dollar collapses or a controlled devaluation is allowed. A controlled devaluation means the revaluation of those currencies that are undervalued. Read: Asia. India has untethered its currency. When will China?"