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Strategies & Market Trends : HONG KONG -- Ignore unavailable to you. Want to Upgrade?


To: fred douglas liebling who wrote (1648)5/20/1998 12:31:00 PM
From: Tom  Read Replies (1) | Respond to of 2951
 
Good, Fred! I was just thinking about two issues we discussed a while back.

I'm not surprised you've done so well w/ SAP. You "called it." I'd have joined you but tapped-out late last year. Was able to catch a nice little ride 1st Qtr on East Asia rebound. Nearly time to get back in line, go again.<g>

The Cheung Kong move is probably best. Property price wars just got underway. It always comes to this.

Issue #1: It interests me when you say you "have continued to move into Germany." Now there's the original King of the Chaebols! Korea? Huh!

Always have given Germany more than just casual consideration. As should anyone dealing in world markets.

Recall about a year ago my mentioning in Thailand Forum that the Sino-Prussian relationship is one worth watching? I still believe this to be true. Will go in-depth one day. Would be interested in your thoughts on Germany. From any aspect.

Issue #2: And, what do you think the N225's prospects are at the moment? I recall the position you had last year. Have you been studying it at all?

Good luck to you also.

Tom