Well Sj I think there is potential for problems with Indonesia on 2 fronts.
(1) We now have a governemnt that is going to challenge Indonesia over it's policy of providing a staging point for the islamic invasion of Australia and
(2) The Indo economy looks to be heading for hard times.
From memory CCL has already guided for lower expectations.
Demographics.
I could go on.
For me this is a short on the spikes stock.