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Strategies & Market Trends : India Coffee House

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To: JPR who wrote (2608)8/28/1998 9:22:00 AM
From: Mohan Marette  Read Replies (1) of 12475
 
Morgan Stanley gives top billing for India

'morning JPR:

Here is a bit of interesting news from Econ.Times.

Excerpt

Morgan Stanley gives India top billing in Asia-Pacific slot
Our Mumbai Bureau

Aug 27 AUGUST

MORGAN Stanley Dean Witter has picked India as the relative outperformer in the Asia-Pacific region.

The firm's Hong Kong-based research team said India's fundamentals remain healthier than anywhere else in the region, justifying Morgan Stanley's overweight position in its Asia Pacific model portfolio of 12 per cent versus an MSCI AC Asia Pacific current weighting of 8.9 per cent....


economictimes.com

PS: I raised some cash yesterday,any substantial weakness in Dell will prompt to buy a few more shares,ie a drop $5.00 buck or more.Ieven tried to get a few shares during the last 3 min of trading, I got close but my limit order didn't go through. I have also cleaned up my portfolio pretty much recently by selling some of my mutual funds and sold some Yahoo I had,all I have now is DELL and a few mutual funds and cash,I am very pleased indeed.Heck I have even reduced my margin by quite a bit to a more comfortable level.
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