Vietnam-the next Asian Tiger? Message Board

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Strategies & Market Trends : Vietnam-the next Asian Tiger?

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To: Mannie who wrote (108)	2/25/2007 12:29:33 PM
From: chainik	Read Replies (1) of 190

Hi Mannie, I am glad that I've stumbled upon this thread. Thanks for your posts and thanks for moderating. The board has 26 bookmarks, while uranium board has 500+. IMO, this is great. Faber likes Vietnam, but SI people (to say nothing about J6P) do not care :) I looked through all the posts here and found only two potential trading ideas (TBR.TO and ASN.V); I am not excited about either of these two because a mine in Vietnam is not any better than a mine in Russia or Bolivia - it's just a gamble:) Do you have any positions in Vietnam-related stocks other than VTOPF? It would be very nice to find some plays on rising middle class, like telecom. There were a few companies mentioned here (Norvegian and Korean - as well as Intel) investing in Vietnam, but it seems that their exposure to Vietnam is small. PS I find it amusing that you (as well as others) are paying attention to daily fluctuations in VTOPF (g).

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