Politics redraws the investment map in South East Asia - Reuters, May, 2010
...Meanwhile, as protesters paralyzed central Bangkok in a long standoff that exploded into gun battles and arson attacks in the heart of the business district, the Philippines was surprising everyone with the smooth election of a market-friendly president.
"A strong president, restart of infrastructure spending, and a traditional relief rally should provide fuel for the markets," J.P. Morgan said in a research note after the election.
Indonesia has already experienced a profound shift in how it is viewed by fund managers and multinationals...
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