SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Asia Forum

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: see clearly now who wrote (4465)6/12/1998 12:11:00 PM
From: MikeM54321  Read Replies (3) of 9980
 
So what could be the result of this pattern/situation in our world history ...Has China emerged as the Asian Economic Leader (1998-sooner than most might have believed)and should we be looking to invest "carefully" in China...are their political indications that The US is compliant in this process?...is it all falling together in a new way?

Absolutely no offense to you Arnold, your questions are very noble. And I hate to sound so shallow, but those questions are much bigger than me. I'm just trying to figure out when to invest in the foreign markets and when to jump out. When to invest in the tech stocks and when to jump out. When to buy the drillers and when to step out. I would have to believe the vast majority of individuals who subscribe to SI are in the same boat...

Opps, sorry! I see you asked about investing in "China." I would say in a heartbeat(IMHO), it's too soon. They don't even let foreigners buy the best companies. We are downgraded to "Class B" shares.

I checked into Thailand exactly one year ago (by pure coincidence I watched the collapse from day one) and I was very surprised at how illiquid an investment might be and how small their markets are. I think that is true for all the smaller tigers. Of course there are mutual funds available. I'm starting to check out funds that invest in some specific larger tiger countries with a very limited number of companies in their portfolio, only in the country they represent. I'm thinking that's a good way for all of us, average investors, to play those markets.

Any tips along these lines would be appreciated. It's still not time, but I want to start preparing for the inevitable bottom. I'm certain there are a lot of good fund managers salivating at the bargains. Mark Mobius is one that comes to mind.
Thanks,
MikeM(From Florida)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext