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: Worswick who wrote (14)3/9/1998 10:29:00 AM
From: peter michaelson  Read Replies (2) | Respond to of 23
 
Worswick:

This puts one in mind of shorts.

TTF-NYSE (Thai Fund) at a 60% premium to Net Asset Value.

IF-NYSE (Indonesia Fund) at 80% premium.

MF-NYSE (Malaysia Fund) at 45% premium.

peter

P.S. Thanks to LW for the links (have not yet looked at them) and Stitch for today's SIDBY update. Close call, Stitch.



To: Worswick who wrote (14)3/9/1998 10:34:00 AM
From: Joss  Respond to of 23
 
Hi Worswick,

Thanks for the link. Prof. Belitz's analysis of the situation lends support to my concerns. I am thinking that the short side may be the high probability play in asia for the immediate future.

Steve