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India Unraveling: Stay Short Emerging Markets

There's a huge difference between South East Asia and East Asia, whilst I don't see much potential for SEA now, EA has all the tools to buck the trend in 2009. I'm still not sold on India.

2009 Economic Forecasts Ignore Demographic Shift

Could people please stop using consumption as a means to measure the economy? GDP growth in the past was a mirage and now it's time to realize that an economy where consumption made up 70%, that's largely based on services, whose mayor growth engines are in decline (fire), whose people are maxxed out, whose states cut spending etc will maybe, just maybe have to deal with a downturn that could turn out to be severe.
Now's the final chance to get it right, it'll all depend on the stimulus package, restructuring and finding new opportunities in new areas.