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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area

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To: Bosco who wrote (2797)7/14/1998 4:32:00 PM
From: Crossy  Read Replies (1) of 37387
 
Bosco,
no problem. Actually at my university I'm on a run now. Was awarded a waiver to take on an exam earlier. Mid of September insdtead of mid August. This time it's "public law" as it's called here. Not my home turf but who cares. Needs to get done..

Market is very fine indeed. Last wave of AFC now over. Clue might be Hongkong and Japan. LAtter has to find a new political equilibrium, possibly resulting in a lock-in mode til next lower house election. LDP could seriously get challenged by the Japan Democrat party and Shinshinto. Everything seems to be in the flow over there, things are coming and going. Interesting to watch. Hongkong will act as a gauge for the Region, better shielded is Singapur. Would like to find out the trough for countries like Singapur, HK, Thailand. All seem to be overally solid..

On the market I'm trying to study the apparel segment. Many undervalued plays there, like PAUH which we both had in our portfolios. You still have Yours ??

best regards
CROSSY
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