While dollar imperialism is back and emerging markets are out of favor just now, this too will not last too long. The new world order is for capital to move ever faster while flamboyant biz. news headlines put grease on this. Yet, at the end of the day many emerging markets retain higher...
Here is an original article from year 1999. Shown exactly as I wrote it back then. Looking back with hindsight, it was right on....and continues to be.
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If you understood the Thai companies, as we do here, you would be more then nibbling on the many oversold bargains now. Here on many earnings fundamentals have hardly changed, post the flooding tragedy.
Here is a short review on how to get started and some fundemental understandings for newcomers. I spend allot of time on stock choice viewpoints, but here I take a step back to explain some of the pure and simple basics.