Ok, there was a play of words on that headline i'll admit, pretty good for a Friday!

The recent unexpected ban from Indonesia on sand and granite exports to the city state has left builders and construction companies scrambling to find other sources of the material.

If your an investor you may have gotten a little bit nervous about this, but as is usually my attitude in life, there's an upside to everything.

Shortly after the Indonesia ban, there was news that Myanmar could be a potential supplier replacing Indonesia. That seemed to have a particularly positive affect on construction stocks, and people seemed to react well to news of how the sector would recover.

Besides all of that, I am still deeply puzzled by Indonesia's decision to ban sand and granite to us here in Singapore. From just about all perspectives, I can't seem to come up with a logical reason why and what prompted such a move. Nevertheless, we are dealing with it, and Myanmar could save the day by being a replacement in exporting the materials to us. Just wonder now what will happen to the construction stocks.

-Curtis Bergh.

As always please see your licensed financial advisor before making any investment decisions.