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john302

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john302

Re: ezs123 post# 4463

Friday, 07/18/2008 8:54:09 AM

Friday, July 18, 2008 8:54:09 AM

Post# of 5096
A good way to play it is put half of your vietnam position (agree no more than 10% of your portfolio in vietnam IMO) in CVIC and half in the Vietnam opportunity fund or a similar vietnam fund. At least one, if not both of them should work out quite nicely eventually.

An investor's mind: http://www.retro.ms11.net/InvestorMind.gif

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