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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: Mark Adams who wrote (41922)	11/22/2003 8:36:46 AM
From: MoneyPenny	Read Replies (3) \| Respond to of 74559

I have owned TDF, Templeton Dragon for some time. The past two weeks have been exceptionally harsh for the fund. It is down almost 20%. It has the lowest premium to NAV, it may even be at a discount right now. I do not know the impetus to the decline. Malcolm, there are two discussion threads on China stocks, both started by Julius Wong. One is for China small caps and this is the other: Subject 53540

To: Mark Adams who wrote (41922)	11/22/2003 4:17:47 PM
From: Seeker of Truth	Read Replies (1) \| Respond to of 74559

Hi Mark, "THe China play has been discovered ... getting a good bit of press.. Usually I start looking for other themes when that happens." Marvelous. I really envy nimble people like you and Jay. I only hear a cacaphony of opinions. I'm never able to sort out which is the dominant opinion out there just now. I could as much time the market by the psychology as I could do an oil painting like Rembrandt. Good luck to you. On the other hand, if one had started investing in Japan in 1965 and sold everything in 1990, if you measured in US dollars you would have gained 140 times, before capital gains taxes. There might be something to holding on through all the zig zags. Of course the Chinese market is not at any low now. 2003 for China is not like early 1965 for Japan.