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Strategies & Market Trends : Asia Forum
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To: Ramsey Su who wrote (7579)11/21/1998 1:04:00 AM
From: Lee Lichterman III  Read Replies (1) of 9980
 
I don't have any links that would pull that up to my knowledge. (and I thought I had everything covered, great now I have a new project for this weekend.)

Sorry, I don't play the foreigns any more. I have a hard enough time keeping tabs on MU just up the street. <g> I lurk here because I still think that Asia and Latin America give warning of where we are headed before some of the other indicators. When Japan starts sliding near 13K and Korea is near 300, I load up on puts in the US market ahead of the pack and then unload while they run screaming for the exits.

I also lurk here due to the abundance of intelligent postings and shortage of exuberant DELL heads.

Japan talks a good talk but does very little in the way of action to fix things. Therefor they continue to bounce up and down. Korea on the other hand has it's share of problems but appears at least to me, to be trying real reform. They shut down the bad performers, and are quietly repairing their system. I don't foresee them being a new leader and don't believe they can survive without the rest of Asia but I also think that once Asia gets it's collective act together, they will be leaps ahead of the others in recovery.

Of course as I said. I don't know the complete story of what is going on over there and there could be many closets filled with many skeletons.

Good Luck,

Lee
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