Ann: TSI India Important Strategic Tie Up With SREI in India-TSN.AX, page-66

Gid'y Tony,

Thanks for the welcome.

I really enjoy reading your posts.

I don't tend to be a good researcher on the micro level, hence I've invested in some badly managed companies and done my dough, but I do like following trends. A few years ago I invested in several spec gold miners, a couple are now paying off, but I believe India is where the next wave of investment is flowing. I watched the tsunami of cash that hit China recently and noticed that even badly run companies, and I'm not implying TSN is one of those, were caught up in its flow. Since then a lot of these companies have been weeded out, I refer to the shakeup in the Chinese stockmarket recently. What I'm trying to say is I believe that when that cash tsunami hits India, everyone will be caught up in its flow. I'm of the opinion that nowhere will this be more evident than in the banking sector.

Oh, and I do agree with justobserving. No one should invest more than they can afford to lose.

GLTA

Rhama