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Strategies & Market Trends : Roger's 1997 Short Picks

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To: nonzeroa who wrote (6757)11/11/1997 12:12:00 AM
From: Pancho Villa  Read Replies (1) of 9285
 
>>Mobious/Templeton's reputation is well deserved.<<

Mobious is a pretty sharp hard worker. Hope his international diversification growth opportinities mantra plays out long term. A lot of impatient people are saying international diversification does not work when looking at the rear view mirror of 25%+ returns in the US three years in a row. That will eventually dry up. Actually, is this the time to start switching some funds to the most battered countries in Asia (My own answer: wait three-six more months it will get worst. Have no crystal ball so i will probably miss)

Mobious his coming up in this interesting new PBS series on investing this coming Sunday (they had Professor Sharpe on yesterday). have you seen the series?

Pancho
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