I agree - from a risk-on perspective I don't see how the case study of Lynas in MY hasn't already impacted on decision processes by companies and individuals to set up there.
There's an article on it @ Australian Financial Review right now titled Lynas Lesson on Asian Risk - subscrip only:
http://afr.com/p/business/chanticleer/lynas_lesson_on_asian_risks_yQufIkFtaKmIEMchhumdVP
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