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Strategies & Market Trends : Asia Forum

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To: Jyoti sharma who wrote (1450)1/23/1998 5:33:00 PM
From: Stitch  Read Replies (1) of 9980
 
Jyoti;
<<I fully agree investing in SE Asia is a mine field now. But I strongly feel the valuation in SE Asia are very low and there ought to be some real bargains. With the talent on this thread we should be able to come up with some great ideas.>>

I agree, we should be able to, but it truly is not easy to get the research here that we are used to in the States so it is a slow and plodding process. Nevertheless, there is no question there are real values here. I am very interested in mining the small caps here as some are heavily engaged in high tech export products that may have huge potential. But the old axiom of "Its WHO you know" applies here more then anywhere. The scenario B. Tate lays out, in which he hints at a specific date or event, that results in a market event is very much believable here. Its not a good playground for the kinds of stock analysis I see here at SI. But small cap here means penny stocks so there is some fun to be had and I plan to play. Just a question of when and with whom.
Best,
Stitch
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