Hi George, <<You and Greenspan have a lot in common. Namely it often is difficult to discern exactly what you mean>>
Unlike Greensputin, I can make myself crystal clear upon direct examination:0)
<<Are you bullish or bearish on Japan and Asia now?>>
I am bullish on China for the next 18-24 months. I will be adding China/HK shares over the next 6 months, slowly at first, and rapidly upon onset of Operation Iraq Regime Change.
I am bullish on Japan for the next 4 months, and I am thinking about adding a real estate company, an exporter, a financial institution, and a drug company, but maybe only if above mentioned Operation Regime Change gets underway.
If the Operation results in a temporary interruption of ME oil to Japan, then its currency and stocks will crash. Should this happen before December 2002, the opportunity to buy Japan would be singular.
I am not bullish on China/HK/Japan stock markets for any time beyond above stated time horizon for speculation purposes. Some folks idea of long term is too long for me. I do try to time the market.
I am not bullish on Asia ex-China/HK/Japan financial markets. I think the SE Asia Tigers are stew meat, and India is simply too exotic a location for me, one who is comfortable buying and holding Hub Power of Pakistan and Zimbabwe Platinum of Mugabe;0)
I may add massively to my Hub Power position at the onset of Operation Regime Change, or before, should the Operation not take place by early January.
Chugs, Jay
Message 18215177
Message 18219184 |
