Outside the Box

Asia: Hot Market or Frenzy?

John Mauldin

June 5, 2007

The data from the companies which analyze where investors are putting their money tells us there is a lot of money flowing into international funds and especially Asia. This week's Outside the Box we look at a short but thoughtful piece by my good friend and partner Jon Sundt of Altegris Investments. Jon is personally bullish on Asia, but he offers us a graph and some thoughts of which you should be aware before you start putting money into the high flying Asian funds.

I will add a few comments at the end, but let's jump right into Jon's piece.

John Mauldin, Editor
Outside the Box

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Asia: Hot Market or Frenzy?

By Jon Sundt

In the last several years, you'd be hard pressed to find a bigger story in the investment world than Asia. If you turn on CNBC or read the Wall Street Journal, the stories are constant. As I write this piece, China is again the focus of the financial world. The China markets have plunged overnight, with the Shanghai Composite Index down 6.5% and the smaller Shenzhen…

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