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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 378.35+2.7%Nov 10 4:00 PM EST

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To: TobagoJack who wrote (13234)1/3/2007 9:20:06 PM
From: 8bits  Read Replies (1) of 217654
 
<<<Buy USA big caps, Egypt, India, China? Now?

I know China is not cheap (obligation saddled ICBC is valued more than global HSBC), even if I suspect the rise will continue, perhaps even go parabolic.>>>>

What are you thoughts on Malaysia, Taiwan, and Thailand as investments? (Marc Faber in a recent article recommends Taiwanese and Malaysia stocks...)

I am looking at several closed end mutual funds of the aforementioned countries. Currently the ones for Taiwan and Malaysia are selling somewhat below net asset value, while Thai funds are decidedly above net asset value:

finance.yahoo.com

Given the Thai funds premiums over NAV and the recent haphazard declaration of capital controls by the Thai government I am inclined to just watch and wait on Thailand.
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