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


To: Zardoz who wrote (8605)5/28/1999 1:19:00 PM
From: Bosco  Read Replies (1) | Respond to of 9980
 
[edited] Hi Hutch - I share your feeling regarding Korea and Japan, simply b/c the japanese ship is too big to turn around quickly. HK will likely remain a proxy for China.

Thailand may not be bad, but I ve serious reservations on Malaysia and Indonesia. [postscript: Malaysia itself once the excesses are drained, the problem is on a psychological level, as evidence on its bond issue this week [3% <?> above that of the US.] There are a lot of money unwilling to risk Dr Mahathir's policies.]

best, Bosco

[p.s. thanks for "Getting back on topic <g>]