SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Ask Michael Burke
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Knighty Tin who wrote (23500)10/13/1997 12:35:00 AM
From: Bernard Levy   of 132070
 
Dear Michael Burke:

I have been an infrequent lurker on this thread,
but my attention was peaked by your view that the
Japanese market may have bottomed out. I have the
same feeling, and observed also that a fund manager
interviewed by Barron's this weak was recommending
Japanese small caps.

What is your assessment of Japanese big caps versus
small caps? Which ones do you expect to do the best
during the next 18 months? I guess the advantage of big
caps is that most of them are international franchises.
However they are probably not nearly as undervalued as
small caps.

Your thoughts on this topic would be appreciated.

Bernard Levy
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News