Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: yard_man who wrote (1979)	2/7/1998 10:29:00 PM
From: Mohan Marette	Respond to of 9980

Barry: Would it be inconsistent for one to be bullish on the economies, but not the markets? I believe it takes a healthy economy to have a healthy market.A weak economy may not be able to foster a thriving bull market,it could of course can have sudden fluctuations based on news,rumors,investor sentiments and the like.Just my two cents worth,would be nice to hear what others would have to say. When do you think we will feel the full brunt of the Asian situation here in the states? We might start seeing the effect starting Q1 98 through 1999 or even 2000.There are pundits who believe the Asian crisis will come in 2 phases, one we just had or is having with a possible temporary stabilization followed by the 2nd phase of turmoil. The Jan U.S employment and wage data is giving us a different story though.

To: yard_man who wrote (1979)	2/8/1998 10:56:00 AM
From: Mohan Marette	Respond to of 9980

It's 'Miller-time' in Asia or is it ??? Barry: Since you and many others are interested in investing in Asian markets at this time,I thought this article could give you guys some perspective on the Markets in these parts. economist.com

To: yard_man who wrote (1979)	2/8/1998 9:59:00 PM
From: Derrick P.	Read Replies (2) \| Respond to of 9980

I for one feel that this rebound in Asia is for real but am quite pleased to see all the fear and negative press. It was at least this bad when Mexico and Latin America bottomed a couple of years ago. The markets do climb a wall of worry. Anyone in Malaysia have any insight into the consolidation efforts of the Malaysian financial companies. I bought the MBF ADR here in the US, MBFHY, at around 2 and it has jumped to $4. The Wall Street Journal, WSJ, had an article on Friday about the Malaysian government encouraging the financials to consolidate and that MBF Finance was one of the first to be bought up. Any ideas on a sale price? I also have been in EWM, and EWS for that matter, from $4 to $5 and have noticed huge buying of these WEBS. It was like the word was given and the flood gates openned. The buy/sell ratio looks like at least 10/1, and these guys buy $500,000+ at a time. I wonder if these WEBS do not actually drive the local markets? (WEBS are like and open ended index fund of the countries stock market and are backed by actual shares.) The local markets almost seem to follow the WEBS performance not the other way around. While my experience is not vast, I do know that it is probably better to be afraid of the markets when everyone else is confident. Regards, Derrick