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


To: Knighty Tin who wrote (24057)10/26/1997 12:22:00 PM
From: Sam Citron  Respond to of 132070
 
MB,

Ditto. My direct exposure to HK 1%, Taiwan 2%. Some view the better managed exporters of SE Asia (whether fish or chips<g>) as bright spots in the picture. True the SE Asia economies will be contracting, which will certainly impact demand for imported electronic goodies and all else. Picture will probably get worse before it gets better. I'll take my Asian exposure up to a maximum of around 10% over the next year or two if there's enough blood in the streets.

SC