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

To: yard_man who wrote (1970)	2/7/1998 12:16:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 9980

Barry: If you are a contrarian this may be a good time to shop around and pickup some stocks in Asia,assuming you are prepared and willing to withstand and absorb any unforeseen gyrations in the Asian markets. I on the other hand am bullish on the U.S and European economy and markets and as such all my investments are right here in the U.S with the exception of some mutual funds which may have a little Asian exposure if any. You have seen the employment data released the other day haven't you? stats.bls.gov

To: yard_man who wrote (1970)	2/7/1998 12:26:00 PM
From: Tommaso	Read Replies (1) \| Respond to of 9980

As a person who had almost made up his mind to put money into the WEB for Malaysia the day before that market jumped 25%, and did not, I am inclined to listen to you. I also remain convinced of the drastic overvaluation of the U.S. market--and am resisting those who are trying to talk me into abandoning my position in BEARX, the fund that holds a diversified short position in high-tech US stocks. Perhaps you have said else where, but might not mind repeating, your view of the Korean market. I did manage to get something into that before the most recent jump. I was also into silver, mainly Pan American, PAASF, before the revelation of the Buffet silver position. Do you have any thoughts on silver or gold? Are citizens of countries with these huge devaluations likely to turn to these in addition to using the US dollar as a store of value? Now I am going to check your postings for other ideas.