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Strategies & Market Trends : Asia Forum
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To: Stitch who wrote (204)12/28/1997 8:45:00 AM
From: Tommaso  Read Replies (1) of 9980
 
I think you mis-typed WSJ for Barrons--and, yes, I read the Wellings interview yesterday--but many thanks for mentioning it as it is certainly an important point of view and one that I agree with (or else am prejudiced in favor of--it's hard to discount one's own biases!).

I continue to study the Malkiel/Mei book, though, which is very persuasive about the longer term prospects of emerging markets. I do wish that the Korea Fund had not gone to a 38% premium. Those Templeton China funds look very interesting, though, with both discounts and also a big decline over the past year.

Right now I am heavily betting on a decline of the US markets through owning the Prudent Bear Fund, BEARX, but if that occurs I may switch into some emerging market closed end funds. It's better to be on the side of growth than trying to benefit from collapse--but the American market (as the interview says) is a big bubble.
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