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Strategies & Market Trends : Waiting for the big Kahuna
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To: Richard J. Byrd who wrote (10014)11/19/1997 10:12:00 AM
From: Mark Adams  Read Replies (1) of 94695
 
Not at the moment. Semi Equip Mfgs, but reportedly they are somewhat immune due to their products use as export revenue generators and the philisophical differences between Eastern/Western thoughts on ROI.

I understand S Korea's economy is larger and more interdependent with the world than the other SE Asia countries. So if the present trend continues, I don't see how we can avoid some effect on our economy.

At least one mutual fund manager specializing in Korea recently reported being 90% invested in cash pending currency stabilization, so the stocks there may not take the same hit other countries have seen.
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