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Strategies & Market Trends
Thai Funds
An SI Board Since September 1997
Posts SubjectMarks Bans
107 3 0
Emcee:  Polartee Type:  Unmoderated
Introduction Compact
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57 Peter: I shorted some TTF at 12.938 and the rest at 12.50 so I'm still in tPolartee-1/17/1998
56 Reed: A demonstration that it is "Better to be lucky than good." :} Polartee-1/17/1998
55 Reed - I think this can happen because although the premium has increased as ypeter michaelson-1/16/1998
54 >>As the premium drops, I'll make more money<< John, please doHeretic-1/16/1998
53 You might try Greenline in Canada. They have a big Asian client base so may traPolartee-1/14/1998
52 Thanks John, I agree. It is bad to get greedy. TTF at 150% premium today. Prpeter michaelson-1/14/1998
51 If you've got the money you could buy the Thai Fund's holdings directlyPolartee-1/13/1998
50 No John, I have simply shied away from the closed end funds at a premium, but yRoland Kahn-1/13/1998
49 John, sounds like we've been practicing similar strategies. One problem pepeter michaelson-1/12/1998
48 The strategy worked well in the first week as Korea Fund fell to 6 1/8 from 7 1Polartee-1/10/1998
47 As I said to peter michaelson on the Asia thread, must be the very irrational iPolartee-1/10/1998
46 I keep thinking maybe I'm missing something with regard to the premium on tRoland Kahn-1/8/1998
45 Actually, I read it in a news item somewhere on the net that John Templeton wasPolartee-1/7/1998
44 There was a news blurb that John Templeton was buying into Korean funds but I hRoland Kahn-1/5/1998
43 Hmm...given it's only 25% in Thailand I think I'll pass on TVF. They prPolartee-1/3/1998
42 John: I have another potential long hedge for your TC & TTF shorts. BelieHeretic-12/31/1997
41 Good but dated analysis (October) of Thai economic and political risk from a HoPolartee-12/21/1997
40 Update on Malaysian short strategy: In post #22 I described my Malaysian hedgePolartee-12/6/1997
39 Maybe I have this bad press to thank for sending the Thai Fund down $0.50 to $6Polartee-12/2/1997
38 <b>Pacific Rim Closed End Funds: When Is a Premium a Lousy Price?</b&gHeretic-12/1/1997
37 Very interesting. Although I am short on the Thai Fund, I own Temp. Emerging MaPolartee-11/21/1997
36 Thailand now the #1 country weighting (12%) for Mark Mobius' Templeton EmerPhilip H. Lee-11/19/1997
35 John: Congratulations on a successful strategy! Obviously, TC & TTF NAVs Heretic-11/13/1997
34 Too bad I couldn't get more shares to short. TTF and TC both are crashing iPolartee-11/12/1997
33 This premium maintains TTF's dubious distinction of being the most expensivPolartee-11/4/1997
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