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Strategies & Market Trends : Value Investing

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To: Kapusta Kid who wrote (3029)	1/14/1998 12:17:00 PM
From: Jyoti sharma	Read Replies (2) of 78627

Pete, I agree buying CE funds at premium is not value. However it's a question whether you want to invest in Korea and how do you take advantage of the situation in Korea. KF has the least premium compared to other vehicles. The three Korean ADR's (SKM, KEP, PKX) trade at a premium of over 100% and other Korean CE funds also have high premiums. There is one open fund MAKOX but it is not well managed. In addition KF is the oldest fund and is able to buy almost all its Korean stocks in Korea at Korean prices. To buy KF you must have a strong conviction that Korean market and currency are deeply undervzlued. I know Korea have made several trips and think Korean market will bounce back. Investment in Asia is not without risk and one has to understnad the countries well before making an investment. Best wishes. Jyoti

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