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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: yard_man who wrote (28520)	5/26/1998 10:55:00 AM
From: HB	Respond to of 132070

There are ADR's, you can probably figure the premia from info in Barron's Market week (which I think includes local currency prices for some of the more important foreign stocks). Bit of a bother, though. I'd consider Samsung if I thought semiconductors were close to some kind of bottom (which I don't). Blue chip exporters should not be hurt as bad as some...some exporters should do very well... but that depends how much of their costs are in local currency vs imports. Tommaso (you know him from SI, I think) has been buying MAKOX, an open-end Korea fund (Matthews Korea, I think). I think I might go that way as well, when the time comes. I think Mark Mobius said awhile back it was time to start buying certain areas of Asia for the long haul, but I don't recall the details. Templeton (the man, not the funds) called the bottom of the first big drop pretty well. Cheers, HB