Cris Sholto Heaton’s recent article on investing in the small Asian countries outside China and India brings a welcome change to the usual run-of-the-mill emerging markets coverage.

You can read the whole story here.

I’ve long been a big proponent of investing in so-called Asian frontier countries. As Cris points out, “These smaller countries complement China and India. They should benefit from the rise of their larger neighbors and the region as a whole, while offering exposure to different themes and sectors.”

In fact, when I talked to Franklin Templeton’s outgoing emerging market fund manager Mark Mobius earlier this year, he was in the process of putting more of his own personal money into these miniature high-growth markets (you can read that story here, but you’ll need to have access to Index Publications’ subscription-only monthly ETFR publication).

Cris highlights

Investing in Thailand: Revolutionizing Global ETF Investments

Ryan Cole, The Investment U Research Team

Buy when there’s blood in the streets, indeed.

Every investor knows the phrase, but very few have the required fortitude to actually put it in practice. When there’s blood on the streets, most investors bail and head for cover as fast as they can.

But the sentiment goes double when the blood is literal – like we’ve recently seen in one Southeast Asian country, formerly thought of as one of the most stable in the region… but now, somewhat unfairly, considered just as bad as the rest.

I’m talking about Thailand – a country no self-respecting investor would go near with a ten-foot pole.

Right?

After all, they just had a civil war… or something… right?

Well, not exactly.

The Bloody Non-Revolution

It’s true, the literal blood fell in Thailand