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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Bob Trocchi who wrote (7039)4/15/1998 1:31:00 PM
From: clochard  Read Replies (1) of 18691
 
All: I heard on the radio that South Korea seems to be digging itself out of its hole. This would jive with my feeling that Asia's problems are not really long term, and that they will attract investment capital back for the ride up. Given that the American market and economy is as good as it gets and the opportunities for bargains in Asia, can anyone guess how much money might be usefully invested there in the medium term? I lived in Western Europe during the 80's and noticed a rather large capital migration over to Eastern Europe after the wall fell. With the free flow of capital these days, whole continents can be viewed as "sectors" of the overall capital market.
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