SI
SI
discoversearch

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 - Investment Ideas -- Ignore unavailable to you. Want to Upgrade?

To: Joss who wrote (1)3/5/1998 1:39:00 PM
From: peter michaelson  Respond to of 23
 
Steve:

I have the Korean currency risk and systemic increase in valuation hedged with a long investment in Matthews Korea Fund (MAKOX).

I agree with you regarding the uncertainties in Asia, and that subject is thoroughly discussed on the "real" Asia Forum thread.

Still, given all the recent volatility in Asia, I'm sure there are many interesting investment opportunities out there, assuming they properly constructed re currency et cetera.

peter



To: Joss who wrote (1)3/9/1998 8:47:00 AM
From: Worswick  Read Replies (2) | Respond to of 23
 
The esteemed Professor Beltz of the Hong Kong University faculty has the opinion that Asian countries have been trying to print their way out of their problems with new money. If this is the case the currencies will weaken further as inflation takes hold.

So... any Asian investment you buy will become cheaper relative to the value of the local currency.

For Professor Beltz's take on this see:

Message 3620840


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News