Saved by the sector's legendary volatility. Paced by gains in Softbank, Son Masayoshi's Internet consortium, the portfolio snapped back in late August and September. But they did not drag us under. We're not altogether satisfied. We assembled the portfolio with misgivings about Asia's shortage of public companies that derive most of their revenue from the Internet.
More wild swings are in the offing.
But real estate is not propelling this stock. Let's see if that flies. Bridge Information Systems. All Rights Reserved. Terms under which this service is provided to you.