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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: pater tenebrarum who wrote (35765)	12/22/1999 1:01:00 PM
From: SeaViewer	Read Replies (2) \| Respond to of 99985

I bet Barnes & Noble will buy AMZN within five years, paying 20 cents for every dollar debt and nothing for common stocks, just like big Mac bought Boston Chicken a few weeks ago.

To: pater tenebrarum who wrote (35765)	12/22/1999 1:02:00 PM
From: Don Green	Respond to of 99985

TOKYO Dec 99 Europe, Japan shares to star in 2000: poll EUROPEAN and Japanese equities will be the top choices next year of some of the world's leading institutional investors, according to a survey conducted by Nomura Securities Co. Japan's biggest brokerage polled 147 portfolio managers at 87 major European and US institutional investment firms for the survey which found that investors were particularly wary of the high-flying US market, considering it overvalued. "The main portfolio destination of US pension funds and mutual funds next year will be European equities, followed by Japanese equities," Hidenao Miyajima, who manages the investment strategy department of Nomura's Financial Research Centre, said. In the 16 months to September, US funds sold some US$22.57 billion (S$37.7 billion) worth of European equities, largely squaring off their positions. "The light positions would make it easier for them to launch a fresh wave of investment in European stock markets," he said. There might be less scope for a rapid influx of capital into Japan as US funds have already increased their portfolio weighting to 17 per cent from 4.4 per cent in the past seven months, Nomura said. Nevertheless, it said there are many conservative US pension funds with only about 5 per cent of their portfolios invested in foreign equities. It said these funds are planning to boost that weighting to around 15 per cent in the next two to three years, implying that steady capital flows from the United States into European and Japanese equities could well continue. US pension funds have total assets of US$7.67 trillion (S$12.8 trillion) under management. -- Reuters