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Strategies & Market Trends : Asia Forum -- Ignore unavailable to you. Want to Upgrade?

To: Paul Berliner who wrote (8489)4/18/1999 8:02:00 PM
From: Ramsey Su  Read Replies (1) | Respond to of 9980
 
Paul,

you forgot to include Japan.

With Shintaro Japan can say no Ishihara elected as Tokyo governor, isn't the message clear that the average Japanese are not as fond of the US as we think, therefore should logically trigger a sell-off. Well, the yen is gaining strength and the Nikkei heading up. Go figure.

Ramsey



To: Paul Berliner who wrote (8489)4/19/1999 2:24:00 AM
From: Stitch  Read Replies (1) | Respond to of 9980
 
Paul;

<<Thus, I'll load up on Indonesian longs right before their election. >>

I hope you shoot a bulls eye. Er, no pun intended. In all seriousness your comments in this post were remarkable. Are the hedge funds always so efficacious in a tough market?
Best,
Stitch



To: Paul Berliner who wrote (8489)4/19/1999 6:35:00 AM
From: Henry Volquardsen  Respond to of 9980
 
Paul,

Remember there is a lot of different types of hedge funds. The big name macro funds have definitely been getting their heads handed to them. The first quarter again. But there are a lot of more narrowly defined hedge funds that have been doing okay.

It always pays to be a contrarian, but Indonesian equities right before their election? You're a braver man than I :)

Henry


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