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

To: Jack Spratt who wrote (2355)	2/24/1998 5:55:00 PM
From: Stitch	Respond to of 9980

Jack, I am afraid you are going to have to dig into individual companies and still do a lot of "Kentucky windage" calculations to come up with anything. There are certain fundamentals you could stick too, but "exposure" can mean many things. For one thing, the situation differs substantially from country to country and you just cannot even talk about "Asian exposure" in any meaningful, measurable way. A published "index" of relative Asian "exposure" would be highly suspect in my book, even if it did exist. Best, Stitch