Hmm Perhaps, i think a lot of this has to do with the Asian markets experiencing a lot of challenges at the moment, in principle, i think all the money from that region is still "there" they have just withdrawn it while the dust settles, and when it does, i personally can see a bull rush as most would have pulled out high, meaning as the market is comparably lower, they will have greater purchasing strength into diversified portfolio options.

Personally i think once the Asia crisis is over, things are going to surge when the money pours back in, just like the passengers are going to surge when this Sydney Train Strike is over, check it out.