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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area
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To: Tommaso who wrote (10186)6/23/2005 10:15:29 AM
From: fedman  Read Replies (1) of 37387
 
Tommaso:

Do you have a source for this information on Templton's Japan position? The hedge funds I spoke to this week still see lots of investors rushing into the Japanese market and had not heard that Templeton had this position.

Thanks

>>>I keep waiting to get into the Japanese market, except for a brief foray 2-3 years ago. Am worried now at news that John Templeton, who could always be wrong but seldom has been, is shorting Japanese stocks.<<<

Regarding Natural Resources: Here is another fund that people may wish to consider:

blackrock.com

I met with Denis Walsh and he is pretty much has a view of continued strength in coal and oil. Maybe not as dire a view as Simmons, but definately sees this as the 3rd inning of a 15-20 nartural resource bull market.
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