Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: Lee Lichterman III who wrote (62610)	4/24/2005 1:58:11 AM
From: Robohogs	of 74559

Also, the slug of emerging Asia debt could do fairly badly in a blowup scenario. That asset class usually performs absolutely the worst in meltdowns (actually second worse behind emerging market equities) (and Asian emerging market is better than other emergin market) (and currency effect could help). The leverage (although not excessive) would also hurt in such a scenario. Jon

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