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Strategies & Market Trends : Investment in Russia and Eastern Europe

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To: Rob Shilling who wrote (1039)6/21/1999 8:38:00 AM
From: Real Man  Read Replies (4) of 1301
 
I agree, short US/long Russia is a good play now.
Basicly, playing the flow of capital - which seems to be
flowing away from the US into Russia and SE Asia for now.
I'm still concerned about the consequences of a possible US bubble
deflation for the rest of the world, but so far commodities
are doing ok. Note also that both Australian and Canadian dollar
have strengthened with respect to the US dollar as a result of
an oil price spike.
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