Archive for the ‘Burma’ Category

For Investors, Myanmar Is Still For The Brave

Via the Nikkei Asian Review, a look at Myanmar: The dust has settled in Naypyitaw, where a government led by the National League for Democracy has replaced the quasi-democratic, military-backed regime of President Thein Sein. With some of the political uncertainty about the country’s future now shelved and the economy in good shape Myanmar is […]

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New Road To Mandalay: The Trade Route Vital To Asia’s Future

Courtesy of the Financial Times, a look at how the ancient trade route from Myanmar to China has been upgraded and the role it will play a vital role in the globalized future of Asia: It is just after 8am on a sunny Saturday morning and the Muse border post is buzzing. The line of […]

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Myanmar: From Generals To General Managers

Via The Economist, an interesting article on the rush to develop new hotels in Myanmar, with commentary on the challenges facing Myanmar’s development as a whole: TO APPRECIATE the impact of the industrial hotel, fly an hour north-west of Bangkok to the industry’s new frontier—Myanmar. On the roof of the Asia Plaza, a decrepit Soviet-style […]

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Myanmar’s Mining Industry

Via STRATFOR (subscription required), analysis of Myanmar’s extractive mining industry: Myanmar villagers pan for copper near the Sabal hill mine in Monywa in 2012. Summary A new bill submitted by Myanmar’s Ministry of Mines could make the Southeast Asian nation more attractive to those looking to invest in its mineral extraction sector. Limited surveys conducted […]

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Myanmar’s $8B Jade Empire

Via Business Insider, an interesting look at Myanmar’s jade industry: A jade merchant inspects the most valuable jade lot that will be auctioned at the Mid-Year Emporium in Yangon November 13, 2007. Tin Tun picked all night through teetering heaps of rubble to find the palm-sized lump of jade he now holds in his hand. […]

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Myanmar’s State Owned Telcos Seek Investors To Take On Foreign Rivals

Via Emerging Frontiers, a report that Myanmar’s state owned telecommunications are gearing up to battle the new foreign licensees: Burma’s two state-backed telecommunications operators are seeking investors to put in more than US$1 billion as they prepare to compete with foreign newcomers, Norway’s Telenor and Qatar’s Ooredoo. Telenor and Ooredoo won the bidding for two […]

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WILDCATS AND BLACK SHEEP
Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

Focusing primarily on The New Seven Sisters - the largely state owned petroleum companies from the emerging world that have become key players in the oil & gas industry as identified by Carola Hoyos, Chief Energy Correspondent for The Financial Times - but spanning other nascent opportunities around the globe that may hold potential in the years ahead, Wildcats & Black Sheep is a place for the adventurous to contemplate & evaluate the emerging markets of tomorrow.