Indonesia-Malaysia-Singapore Growth Triangle

Discussion in 'Stocks' started by jackstone104, Dec 26, 2007.

  1. Anybody here have any good knowledge and/or information resources on the Indonesia-Malaysia-Singapore Growth Triangle? It looks like their economies are slowing down but still relatively healthy. I'm trying to evaluate angles on opportunities in the space as I need to diversify out of some of my western European positions. I know about the closed end funds and Ishares available.

    I read the Jakarta Post, the Malaysia Star, the Straits Times and the Asia Times online almost every day. Also try to get any bloomberg info out there. But there's very little other than macro economic issues, which are fraught with inflation and Chinese economic slowdown risk, and also weather related scares (earthquakes, hurricanes, etc).

    Anyway I'd like to draw some reasonable discourse on these areas. The runups have been significant in the last few years but one should let his winners run.