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AMZN 245.07+1.7%1:14 PM EST
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To: Robert Rose who wrote (70891)7/30/1999 4:27:00 PM
From: Steve Lee  Read Replies (2) of 164684
 
Englishman's take on investment flows from Europe:

My major customer where I spend 3 days per week is one of Europe's biggest investment players (actually a subsidiary of a US broker). The general feeling here is that the investment awareness of Europeans is about where the awareness in the US was 10-15 years ago.

We are now seeing a massive ramp up in subscriptions to funds for European public companies. Whatever the valuations over here - and they're not as high as you have - the fund managers have a growing wedge of cash each month that they are obliged to invest. Experienced investors here that have seen this happen in the US are now turning to European stocks in an attempt to repeat their performances. For instance I have invested solely on the US markets because the level of growth was not so easily attainable elsewhere.

Another factor is that 2 years ago, any European wishing to invest from their browser had no choice but to invest in US markets. I am now in a position where I can have my Datek funds wired back to me for investment with an online UK broker.

In short, Europe has caught up and is perceived to be on the brink of private-investor led irrational exuberance. I don't know if the same situation exists in Japan or elsewhere or if those regions are withdrawing from US markets because their own economies are more stable now, or they are just uneasy about the valuations on the US markets. Any other non-US investors agree with me?
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