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Politics : Idea Of The Day
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To: IQBAL LATIF who wrote (21081)10/26/1998 7:04:00 PM
From: oexplayer  Read Replies (1) of 50167
 
Ike:

Did not mean to imply a naked, vertical move by SOX alone. However, fascinating to me how SOX became de-coupled from composite last fall. The conclusion I have drawn is that Asia will continue to be the primary driver of the SOX for the forseeable future. I conclude that recovery in Asia will lead to a disproportionate increase in the SOX in relation to other indices. Do you concur with this possibility?

Kevin
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