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To: Crimson Ghost who wrote (69407)5/18/2001 10:01:37 AM
From: studdog  Respond to of 117013
 
George,
Are there any publicly traded vehicles you use as proxies for emerging markets? Maybe a basket of WEBS? Or do you use mutual funds?

Karl



To: Crimson Ghost who wrote (69407)5/18/2001 1:13:12 PM
From: JungleInvestor  Read Replies (1) | Respond to of 117013
 
<<Emerging markets and gold tend to do well when global liquidity is surging as is the case today. A weaker dollar hikes the returns to American investors on all foreign asset classes. >>

George, this is true .... unless there is a global economic meltdown as there was just several short years ago. The economies of the emerging countries are still in the recuperation phase and are very vulnerable to a U.S. recession. Commodities do well when there is excess money and inflation - including oil and NG which Bush's energy plan will also boost. A safer strategy than investing in emerging markets would be to focus on commodity investment, including of course PM, and shorting tech stocks when the technicals indicate that this bullish retracement in a bear market is coming to an end.