A nice little article over at Forbes yesterday interviewing Heinecke and including comments from other executives and analysts on the region. Here are some snippets and a link to the full article.

• “These emerging markets still have a lot of gas to go.”
• “Our major clients are not expanding in Thailand,” says Phisud Dejakaisaya, managing partner at Siam Premier law firm in Bangkok. “Instead, they are expanding in Laos and Myanmar, where we also have offices. Only the Japanese, who are already heavily invested, seem to be increasing their market share.”
• “You don’t see government [woes] changing the face of tourism,” Heinecke contends.
• China, he offers, powered through its Industrial Revolution in 20 years–much faster than the West did. Now it pauses to readjust. Likewise, the world has to give ASEAN integration time. “Remember, it’s new–relative to the European Union and the United States,” he says. “It will benefit from starting later in life.”
• “Frankly, I am more concerned about the U.S. economy, which may be at an alltime peak,” he says, noting that Minor International is not invested there. “Look at the New York unions. Why would we want to go there? Now is not the time to buy America. It must slow down as we see ASEAN accelerate.”

Source: Forbes