SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Thai Funds -- Ignore unavailable to you. Want to Upgrade?


To: Polartee who wrote (106)9/5/1998 9:33:00 PM
From: peter michaelson  Respond to of 107
 
John:

At the moment I don't plan to short MF because (1) it's not short-able in the States due to its low price and (2) I don't understand the valuations either.

I agree with all of your thoughts re the KLSE and its prospects. I don't know how Morgan Stanley plans to value its portfolio and I suppose it will take until the first 10Q to find out, if then.

I'm going to leave Malaysia alone for now since I was down a fortune too, but did get out with some gain last week. Strange doings!

You might get a more informed opinion on the www.icefi discussion forum.

Please let me know of any new information or thoughts.

Thanks, peter