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


To: tom who wrote (560)1/8/1998 8:13:00 AM
From: Tommaso  Read Replies (2) | Respond to of 9980
 
I have asked a couple of times, on another forum, if anyone has followed the combined effect of the volatile won and the volatile indexes on the value of Korean mutual funds quoted in dollars. So far the only answer I have is a mild rebuke for being a short-term speculator (which I am not).

I am especially interested in the open-end Matthews Korea Fund--where there's the added complication of Templeton's having handed them a huge amount of cash in the last month. I would like the closed end funds except that they are at premiums of better than 50%.

The Matthews fund (MAKOX) has not sent me any information despite two phone calls, so maybe they are getting a lot of business.



To: tom who wrote (560)1/8/1998 8:17:00 AM
From: Thomas Haegin  Read Replies (1) | Respond to of 9980
 
Indonesia in big trouble?

Hello Tom,
thanks for sharing your thoughts over here:

<< Fact 4: There will be some form of coup/marshall law and huge social unrest. This is due to the increase in unemployment, El Nino's destruction of the agricultural economy and the Indonesians getting pissed off that even when their country is going down the toilet the leadership still refuse to give up even a part of their enormous wealth by cutting back unnecessary projects to politically connected companies. >>

So can we put you in the coverage List for Indonesia.:) Are you really serious about upcoming social unrest and stuff like that there? Sounds real ugly...

BTW, what the main agricultural/commodity export from Indonesia? Cocoa? Tea? Rubber? Short reply would be appreciated.

I see from your profile you post more on the Thailand thread. Maybe you can check in here occasionally and see whether there is anything that arouses you to reply. If I may ask, are you based somewhere in Asia or where? And what is your general field of professional activity. Maybe Financial Services?

Thanks and kind regards,
Thomas



To: tom who wrote (560)1/8/1998 9:06:00 AM
From: Jyoti sharma  Read Replies (1) | Respond to of 9980
 
Hi Tom,

Thank you for your informative post. How long do you think Suharto regime will last in Indonesia. What is the alternative to him?

Also what do you think of Indosat and Telekom Indonesia, Asia Pulp and Paper.( ADR's traded in US). Indosat I understand has most of the earnings in dollars. Thanks for your help.

Jyoti