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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Terry Maloney who wrote (92738)	10/25/2001 8:45:29 PM
From: Joan Osland Graffius	Read Replies (1) \| Respond to of 132070

Terry, I have been collecting information on China for a while now. I am tracking the ADR's that trade on the NYSE. As noted in Roger's write up there is a ton of risk with these "b" shares. I have been waiting for them to devalue the currency but that seems to be beyond my life time. <g> If one wanted into China now buying a lst third (or maybe a 1st 10th <g>) of TCH could be a low risk approach. Mark Mobis (sp) is listed at the fund manager and I don't think there is a better person to buy value in foreign markets. At least he travels and visits the companies he buys. Joan

To: Terry Maloney who wrote (92738)	10/26/2001 8:50:19 AM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Terry, I don't know if you read the follow-up notes, but the Rogers' article was from 1999. Not that that makes it less valid, but it is worth noting that these are not new thoughts at current prices. I think the CEFs are a better deal in that they sell at discounts. But someone who knows the co. well may be able to do better. I don't know China better than Mark Mobius, and I can buy him at a discount to NAV in TDF and TCH. I also like chn.