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Strategies & Market Trends : Thai Funds
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To: MCsweet who wrote (64)1/30/1998 2:53:00 PM
From: peter michaelson  Read Replies (2) of 107
 
MCsweet

I believe that as the SET increases the premium on TTF will fall and that that is the explanation for today's activity. I think the price is simply sticky vis a vis the NAV, as it was with the NAV declining.

However, this does not explain the rise in price of TTF over the past few weeks, when NAV was basically flat.

Has anyone spoken to the analysts at some of the major investment banks who follow these Asian CEF's. That would be interesting. They probably know about any major buyers and so on. I don't like the phone much, so maybe you or John will try to contact them. I'll try to find out who the primary analysts are.

Let's keep talking and learning. peter michaelson
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