What we learned in China Aviation Oil is that management who initially was doing a terrific job can go off the tracks and if you aren't on top of the situation on an ongoing basis you can end up losing a lot of money.
There's an internal momentum in Southeast Asia with all the ingredients for sustained growth. The next nine months will be very good for the smaller Asian markets.
Having BP is going to open a lot more doors for them and this company is going to be a lot bigger. I won't sell my shares.
I think the lesson to be learned is not so much for investors, but for the companies who contemplate breaking the rules: this is what will happen if you break the rules, at least, in Singapore.
