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Strategies & Market Trends : Asia Forum -- Ignore unavailable to you. Want to Upgrade?

To: Rational who wrote (218)12/28/1997 8:17:00 PM
From: Stitch  Read Replies (1) | Respond to of 9980
 
Sankar,
I could not agree more with your post to Tommaso re: investment opportunitys via SE Asian funds. In many cases the premium due to artificial barriers is way too much of a handicap. On the other hand, just as your comments suggest, if you can find a way for direct investment in selected equitys then there are some bargains. I am looking for companies with very low debt., high cash balances, and an export laden product line. Surprisingly there are several of these right here on the KLSE. It seems that not all Asian managers were building skyscrapers but rather, were tending to their knitting. Thanks for your usual concise analysis.
Best,
Stitch



To: Rational who wrote (218)12/28/1997 9:08:00 PM
From: Tommaso  Read Replies (3) | Respond to of 9980
 
But the funds I am interested in are selling at discounts.

Actually the Korea Fund was at a discount earlier this year, but now has quite a premium.

You are right--it makes no sense to buy a fund at a premium.

I have not bought anything yet but I am beginning to study the funds.


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