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Strategies & Market Trends : Asia Forum
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To: Michael who wrote (2444)3/6/1998 7:23:00 PM
From: Stitch  Read Replies (2) of 9980
 
Michael;

My apologies for such a delayed reply. I know the "modern warrior" wouldn't allow business travel to interfere with "connecting" but I have been swordless since my notebook was stolen in Boston a year ago. Many thanks for your inventory of Asian concerns which was concise and complete. I see that Tommasso has offered a very credible reply. I would pretty much mirror what you both observe. I am convinced there are significant opportunities and like many on this thread, I am wading through it all to find a few. I thought SIDBY in Malaysia looked good till Bernie (BT) advised a warning just in the nick of time. I have made two investments in Malaysia, one is down, the other up slightly. I think it is still too soon for bottom feeding. Your list of reasons create a huge bubble of uncertainty. I am slowing down and steering through the fog as best I can.

Thanks again for your post.
Best,
Stitch
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