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Gold/Mining/Energy : Nabors Industries(NBR) -- Ignore unavailable to you. Want to Upgrade?

To: Char who wrote (54)	3/27/1998 9:45:00 AM
From: Jim Lou	Read Replies (2) \| Respond to of 174

Dave, thanks for listing the companies. In fact, among those companies, only one is from Mainland China -- Shanghai Petrochemical, which is a good one. The rest are Hong Kong companies. It seems clear to me that the strategy of TCH is investing in HK. IMHO, that is a very mediocre strategy. They should focus on big red chip companies of mainland China, because the new leadership will stress on big companies, curb small ones, as a measure against possible currency crisis.