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The First Wave for SEA Market - there'll be another...?

GLOBAL One week (chart #1)
Index	Change
Russia	12.50%
Ireland	7.22%
Luxembourg	6.85%
Argentina	6.80%
UAE Dubai	6.25%
Thailand	5.89%

Yes it'll be spot on, a pent-up rally after the 'big-boys' run up since mid March 2009.

The one week global index change has again shown another South East Market as a TOP of the "POP's" list of 6 best performing markets. (Chart#1 - Thailand gained 5.89% in 5 trading days). Somewhere early this year, Thailand Stock Exchange was in the region of 400pts. This was due to their 'Red Shirt' & 'Blue Shirt' issues that almost stop everything in its tracks. Well looks like all things ends well. They are now at the 700 pts mark and still pointing towards north. Looks promising for Thailand, and all's well for them will also be well for us as well.

GLOBAL One month (chart#2)
Index	Change
Russia	15.75%
Ireland	14.41%
Pakistan	11.69%
Greece	11.01%
Vietnam	10.89%
Finland	10.77%

A pretty good outlook for SEA huh! Here's another SEA market for the last one month; Vietnam gain by 10.89%. From chart#2 it’s the top five performing market in the world. And hey people, the fears of 1930 Great Depression may have abated. In Asia, especially SEA is rebounding stronger than elsewhere currently. In this aspect other regions, namely western countries are still fragile. India and China, their population combine a total of more than 2.3 billion people will eventually manifest to be the engine of growth (at US$1.00 per day it'll equal to US$ 2.3 billion consumption of daily basic needs), taking on the role of US $14 trillion economy - fairly soon and maybe earlier than expected. So Vietnam's 10.89% growth is spectacular but not surprising.

GLOBAL YTD (chart#3)
Index	Change
Peru	105.90%
Russia	89.36%
Indonesia	78.24%
Argentina	76.00%
Vietnam	73.62%
Turkey	73.40%

Let's look @ SEA markets. India is projected by World Bank to be the 3rd largest economy by year 2035. This by its own, accord will result in SEA agriculture based industries to expand. It will be consumption of basic needs like; rice, sugar, palm oil, rubber, flour, salt, etc. When India's middle income group expand this will then see agriculture related industires in SEA growth and boom. Thus SEA will benefit as they are producers of such commodities. Two of SEA countries stock market that's indicative of current trends as we move forward: (i) Indonesia (ii) Vietnam YTD market grew by 78.24% & 73.62% respectively. They represent the best top 6 performing markets in the world. So the action is here to stay. SEA is now the new opportunity for a mid to long term investment 'cherry picking' markets. Malaysia is also another SEA country whereby its barometer readings are healthy. Its export decrease less than expected at -22.8% YOY in July'09.

Hey people wanna jump on a plane & head for Peru? It is to find out what's cooking there! the global best performing market at 105.09% YTD. I mean to get in to Peru and see for ourself, if there are any 5 years to 10 years real good investments opportunity. If you do know of one you know where to reach me!

So till then. Have another great week ahead and build up on your South East Asia portfolio, you won't regret it in 5 to 10 years time.

Tj