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Politics : Foreign Affairs Discussion Group

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To: GST who wrote (159954)	3/31/2005 4:17:48 PM
From: Sam Citron	Read Replies (1) of 281500

I only asked as a means of enhancing the dialog. In any case, you have logged much more time than me in East Asia. I have lived in India for about a year, with only brief visits to other Asian countries. As you have some familiarity with Asia, may I ask if you have any favorite equity investments in that part of the world? My favorite at the moment is KEF, as it allows me to buy world-class companies like Samsung, POSCO, and Hyundai at a reasonable discount to NAV. On a PEG basis, S. Korea is one of the cheapest markets in the world. Sam

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