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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: Rob Shilling who wrote (45924)6/4/1999 5:23:00 PM
From: BigBull  Read Replies (1) of 95453
 
Rob - Asian demand -

The countries mentioned are key imo. Korea, Taiwan, India, and China. The first three are clearly among the best performing economies in Asia right now. I kind of expected this because the APRIL economic stats coming out of India and Korea are just spectacular, I mean really really strong we are talking v bottom booms here. The second quarter stats are going to blow more than a few analysts minds, imo. I was a bit surprised to see China joining the party, they may be turning around faster than I thought.

The only first quarter negatives in Asia were Hong Kong, Japan, and Indonesia.

IMO India will be the next big surprise. Give me India and Mainland China and the bears can have all the Japan they want.
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