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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (20111)	10/17/2004 4:03:43 PM
From: Condor	Read Replies (2) \| Respond to of 110194

Foreign govt bonds in those countries should do well IMO Mish, when you refer to "do well" do you mean in repsect of their currency vs. the $ US or in regards to interest rate returns? C

To: mishedlo who wrote (20111)	10/17/2004 8:00:55 PM
From: Sea Otter	Respond to of 110194

Can, Aus and NZ are all good .. I've been holding Aus and NZ bonds for the past several years. Both economies are well-positioned and (compared to the United States, at least) well-run politically. NZ is particulary impressive in this regard, very transparent and open regime. I've read that South Africa is also a good play in this respect, but I don't know enough about it to invest. And their political leadership doesn't impress, so I'm not sure of their longterm prospects.