I think that whether it was US or now China or ME nations, all of them look to invest their surplus funds where the risk adjusted return is highest. If 9/11 had not happened, may be so much of investment that now flows to so called emerging market would not have flown.This should always be kept in mind. These peope are not fools to mix their emotions into investment decisions. Yes they might threaten to derive a mileage to an extent, but ultimately the financial power will be used to maximise the return, be it Mr.Lakdawala, or ABC mutual fund or a financial institution or a SWF.