While many investors spoke of 'trading' the market, we were pleasantly surprised that some also were thinking of maintaining a more permanent presence. None said they were thinking of a permanent pull out.

It is quite clear from our conversation with a significant number of portfolio money managers in the past three to four weeks that Asian and European moneys are lightening up on TIP [Thailand Indonesia and the Philippines] markets and venturing into Malaysia aggressively.

These markets are back on their radar screens.

I couldn't get a feel of the curveball. I don't know, it happens. I was thinking a lot and I wasn't completely focused. You have to be completely focused or you see what happens.

It just doesn't seem to be compelling. They haven't given me any indication they are thinking about doing it.

I'm thinking, 'If he has a set, he has a set. Nothing I can do about it,'