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


To: Joan Osland Graffius who wrote (29107)6/16/1998 1:30:00 PM
From: yard_man  Read Replies (1) | Respond to of 132070
 
Look at EWM??? MB had a good post on what he liked. Just look back down his posts a little ways -- very good summary. Pakistan is way down on 5 year chart.



To: Joan Osland Graffius who wrote (29107)6/16/1998 1:38:00 PM
From: yard_man  Read Replies (2) | Respond to of 132070
 
I'll stick my neck out here. Joan, I think EWM may even be a good trade at this level over the next few weeks. My horizon is considerably longer than that, but there have been some pretty large buys go through today, relatively speaking.

BTW -- did just put my money where my mouth is: 1400 @ 3 5/16.



To: Joan Osland Graffius who wrote (29107)6/17/1998 6:15:00 AM
From: Cynic 2005  Read Replies (2) | Respond to of 132070
 
Joan, I think IFN is the best of the bunch, followed by IGF. Stay away from IIF. I wish I have alerted you on this yesterday. India staged a big rally today. However, I do expect Indian market to go down much lower, before it leads Asia to recovery in the 21st century. I honestly don't know how objective that opinion is. -g-
-MMV



To: Joan Osland Graffius who wrote (29107)6/17/1998 12:01:00 PM
From: Knighty Tin  Read Replies (1) | Respond to of 132070
 
Joan, I have used JFI and IFN often, and have had good results from both. Though I have used IIF, I don't trust Morgan Stanleys penchant for rip-off rights offerings. In the past couple of years, IFN has been the best performer, if you can call down 32% in the past year good performance. (People question why I consider relative performance a scam <G>) Still, better a down 32% fund than a down 48% fund. And I avoid India Growth (IGF) because it always sells at a premium to the competition for no known reason.
Admittedly, when a fund is at a 20% discount, it is hard to call it pricey, but when you can purchase a better-managed fund, IFN, for a 25% discount, I see no reason to give up money market rates to own IGF.
MB