In their hurry to show the world that "Malaysia Boleh!" Mahathir, Daim
and their cronies became careless.
They failed to take heed of the warning signals. Uncaring and unfeeling
foreign investors do not reward
carelessness and would be the first to take advantage of the situation,
but they did not seem to realize this,
choosing instead to believe their own hype.
The overall situation was rife for short term investment (or hot money)
to make its move to Malaysia, and
the Malaysian authorities being more concerned about sustaining the
incredible growth levels of all sectors of
the economy again failed to see this happening. This hot money made
a beeline for the stock market,
tempted by the prospects of hefty immediate and short term gains. Local
"investors" including many of the
Mahathir and Daim’s cronies were also tempted and thinking that nothing
could go wrong, actually
borrowed huge sums of money from both local and foreign banks on the
security of their grossly inflated
shareholdings to buy up assets, projects and companies of doubtful
worth or potential. They had now really
fallen into the trap of believing their own hype (and that of their
government of course).
All this while, both foreign hot fund managers and foreign currency
speculators had been watching the
regional markets very carefully for the early signs of decline, with
fast exit in mind. They knew (as most
locals did not as yet realize) that the absurd returns bordering on
the obscene from these stock markets
were just not sustainable, and when private and government debt in
non-productive areas slowly began to
creep up, increasingly became jittery.
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