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Strategies & Market Trends : Investment in Russia and Eastern Europe
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To: djane who wrote (324)7/14/1998 3:17:00 PM
From: Real Man   of 1301
 
Thanks a lot for all your messages. I have been looking at Japan
and South Korea for a long time now. I did not believe this was the
end of Asian trouble after the first round of IMF-led bailouts, but
now it may be. Asian markets have declined a lot. Japanese market
may be as much as 7 times cheaper than US market (you have to
look at book and sales). The start of a move up in Asia will mean
less $$ to support US "safe heaven" - bonds. When bonds go down,
stocks will follow. US valuations remain a big concern for me
(I'm invested on the short side - willing to pay for insurance),
any sizable selloff will most likely delay the bull market in Asia
and Russia. However, I have no idea what happens first. A selloff
of bonds in the US would help commodities a lot - and this is the
major Russian export. Commodities are at 20(?) year lows now.
-Vi
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