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Strategies & Market Trends : Asia Forum

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To: Stitch who wrote (204)	12/28/1997 3:22:00 AM
From: Tony van Werkhooven	of 9980

I had planned to post on the very same topic. The article appears in the current issue of Barrons. I just finished reading the article for the second time and found it quite thought provoking. Highlights: 1. Now have price stability- risk that marginal producers (korea, SE asia) can destabilize pricing with consequent severe impact on earnings 2. Anticipates level earnings for the S&P in 1998-varies from the current 15% market expectation of earnings growth-- with consequences for equity prices 3. Compared to Mexico, anticipates a much longer timeframe to work out the problems in Asia-- cites the financial sector as being a much larger component of the equity markets 4. Sees selected opportunity in Europe by "playing the bubbles" of relatively high inflation markets 5. Sees bond yields continuing to go down significantly

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