Investment in Russia and Eastern Europe Message Board

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Strategies & Market Trends : Investment in Russia and Eastern Europe

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To: peter michaelson who wrote (225)	6/16/1998 3:03:00 PM
From: Real Man	Read Replies (1) of 1301

Looks like many people are shorting TRF - how else can one explain a very strong bounce of TRF after a small piece of good news? I might search for some out of the money puts on it for protection. One should check current discount of RNE; they have declined less than the market, it seems; so they might be at a premium now as well. Going long LETRX might be better now. I'm in RNE for a long term (5 years or more), I'm trading other stuff (might short TRF, though). I will be out of it when Russia nationalizes (I guess, there will be nothing to be out of then), but my fears of it calmed down after what I read about politic games in Russia. Other than that - long-term risk is not very significant at current market valuations - 20 bln for all stocks. It seems, many who hold DELL at >50 p/e, >50 bln. are unafraid - why should I be? Rising unrest is also quite troublesome. I'm not sure how this will be managed. -Vi

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