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Strategies & Market Trends : Asia Forum

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To: Stitch who wrote (5677)	8/20/1998 9:08:00 AM
From: yard_man	Read Replies (1) of 9980

Stitch, I just think there's already been a tornado or sunami -- at least last time I checked. Where is the capitalization of Malaysia's and the Phillipine's stock markets in dollar terms with respect to the same 1 1/2 years ago. Malaysia's has to be down over 85 or 90% in dollars terms. Your metaphor is more aptly applied to the markets of the US and Europe, IMO. These are priced like there will never be a rainstorm again. Recent history in these markets indicate that you can buy and hold for less than a year to have wonderful profits -- I think some folks are getting ready to be disappointed. Someone buying some of the SEA countries now with a 3 - 5 year time horizon is not necessarily nuts or macho. I wouldn't put all my eggs over there -- I'm mostly cash, but I am somewhat of a contrarian. Have you checked our trade deficit with these countries lately? Do you know if American companies are staying away from capital investments in these countries? Good luck and regards, Tippet

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