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Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (13240)1/19/1998 1:06:00 PM
From: yard_man  Read Replies (1) | Respond to of 18056
 
Appreciate your candid response, though I suspect you're more knowledgable in the general economics of the development of the situation over there than I am.

I either look for 1) stocks which have undiscovered potential (see EMC, ERICY 1994) -- harder to locate now, and 2) and investments which have been "repriced" rather drastically -- on the notion that severe changes in sentiment are just that, severe. That's what I think I'm seeing in Asia.

Thanks for responding, though. Already received some good advice I'm sure on the ASIA thread (i.e. wait!) in this regard and haven't committed everything I'm willing to spend there, yet.