Roger's 1997 Short Picks Message Board

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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Blue On Black who wrote (6270)	10/29/1997 8:19:00 PM
From: hasbeen101	Read Replies (1) of 9285

Given the news on the 'Pacific Rim' - massive debt,over-capacity, monetary problems, general political uncertainies, and our investigations into campaign contributions from the region, it would seem that a massive short of companies from that area would be in order. Is there something else I should be considering? I would appreciate anyones thoughts on this. One point to consider is that different countries have very different economic pictures. Malaysia, Indonesia, and Thailand have experienced boom conditions for years, and the bubble has now burst since a lot of the money was going into unproductive projects. On the other hand, Japan has been in the deep freeze for about six years now. Perhaps Singapore and Taiwan are buys, since they are governed better than some of the others. The other relevant point is that many of these markets have dropped by 30% + in local currency, and 50% + in US currency. It's probably too late to start shorting them.

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