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

To: Dayuhan who wrote (2084)	8/13/1998 12:19:00 AM
From: cardcounter	Respond to of 2951

I don't know. I'm trying to weigh the inflows (us and europe) from capital fleeing the economic fallout zones to any earnings concerns that might effect the us equity markets. My guess is that dollar goes a bit higher, treasuries yields even lower, and equity markets off abit (blue chips spared the pain). I learned the hard way today that Russian ADR's were not the place to be. During the Q&A session, the deutsche securities guy really didn't get into the effects on us and europe. He did point out expected problems regarding the emerging markets and china. Whenever the fund managers asked him about germany's exposure(esp. the banks) he lamely skirted these or plain refused to comment on such "inappropriate" questions.. His strategy recommendation was that should any short term rally or strength come forth in russia or the latin american emerging markets (mexico included), that one should sell into such strength... portugal and italy could possibly be hurt if a large selloff of the emerging nations were to take place... but this was an afterthought scenario.. Perhaps I'll listen to it again to see if I can pick up on anything.