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

To: andiron who wrote (84225)	7/26/2007 10:47:14 PM
From: Perspective	Respond to of 110194

India actually looks like pretty fertile shorting ground to me. They seem to have more of the classic inflationary overheating going on, and it's recognized by the public and the bankers both. The illusion that has kept the bubbles in China and the US rolling has been the ability of the huge asset inflation to remain separated from official definitions of inflation. That doesn't appear to be the case in India. I've just been taking out starter positions in some of the closed-end funds: INP, IIF, and IFN, and also in REDF. I haven't built on them because I have a strict rule about not adding to shorts in stocks making 52-week highs. BC