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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: Joan Osland Graffius who wrote (94994)	4/17/2001 12:15:16 AM
From: Spekulatius	Read Replies (2) of 436258

A large part of the India fund holdings consists of IT stocks like Infosys. With the IT business imploding, these companies will have a harder time making their numbers and their extremely high valuations are coming down. Take a look at the chart of INFY... I think its smart to look at the exposure to IT stocks before making the investment case for an Indian CEF. The less the better...

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