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Strategies & Market Trends : Value Investing

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To: John Langston who wrote (4863)8/29/1998 11:27:00 PM
From: Bob Rudd  Read Replies (1) of 78602
 
John: I'm lightly in the Malaysian web @ about 3 [Shows what happens when you catch a falling knife thinking it can't go much lower than 80% off] and have been planning to add to position. Recent shake up at the central bank and talk of capital controls is giving me cold feet though. Any thoughts you might have oh EWM would be welcome.
I'm shy of Hong Kong over potential for Chinese devaluation.
Regards,
Bob
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