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Strategies & Market Trends : HONG KONG

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To: Tom who wrote (1525)	4/16/1998 2:08:00 AM
From: Tom	Read Replies (1) of 2951

I began to say... Am only 1/4 invested. Have been for nearly a month. Just have not wanted to appear pretentious for saying so. But, now I've said it. Holdings are few. Hong Kong Malaysia Australia GZI Transport MISC Delta Gold Stone Reduced Stone. Out of Indon long ago. MISC got last of Thai holdings, plus. DGNLF got some of Singapore. Better opportunities in Sg later. Had held Overseas Chinese Banking. Got out when Jakarta began to crumble. Had to let Fraser & Neave go at about the same time. Expansion problems. Hated to let Sg Airlines go (damn!). (damn!)

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