"I was looking at the latest SG economic figures (astounding) and the front page on our papers this morning (of Bangkok burning) and I pulled some charts together.

"Question, if I were to put the MSCI World, HK, Singapore and Thailand stock indices to compare in a beauty contest - guess who will win in the 1 month, 3 months, Year to date, 1, 2 and 3 year category for highest returns?

"Guess?

"I had a chart, but it might be better you use your own. The winner, surprise surprise in every single period above is Thailand.

"It is not easy investing even with the clearest of fundamentals! Let alone the conflicting signs right now. Keep up the good work guiding the rest of us!"

David Fuller's view Yes and well observed. Eoin replicated your charts on BBG: 1-year comparison - 3-year comparison. Investors take political problems in Thailand for granted but that may be complacent under the current circumstances. However Thailand is one of the Asean countries benefiting as a supplier of resources, particularly foods, which China requires.