We also like smaller markets like Sri Lanka where fundamentals are improving. That's the lesson we have learned in the past year. The political risk premium has risen and investors won't just be looking at the upside they can get on stocks but at the big picture. You only have to look at Indonesia. Once Indonesia has sorted out its politics, the country will start to look interesting.
Recovery is under way there too and corporates are being restructured.
Political uncertainty and crony capitalism in Malaysia is another thing that scares people. Unfortunately we have seen few structural changes and little corporate restructuring in Malaysia. You have been very outspoken about corporate governance lately. We are speaking out for our basic rights. Investors are really owners of the company.