Archive for the ‘Myanmar’ Category

Myanmar’s Yoma Expands Noodle Shops To Thailand

Via Nikkei Asia, an article on one Myanmar conglomerate’s efforts to distance itself from the military government there: Myanmar’s Yoma Group is bringing a local chain of noodle shops to Thailand this year, growing the conglomerate’s restaurant business even amid political turmoil in its home market. Singapore-listed Yoma Strategic Holdings, the operator of KFC chicken restaurants […]

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India–Myanmar–Thailand Trilateral Highway: Road To Regional Economic Connectivity

Via East Asia Forum, a report on the India–Myanmar–Thailand Trilateral Highway which aims to bolster regional economic integration and expand India’s influence in Southeast Asia. But despite its potential benefits, the project has faced significant delays due to political instability in Myanmar, financial constraints and security concerns. Ethnic conflict and bureaucratic hurdles have further complicated […]

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Gas Pains: Myanmar Is Running on Fumes

Via The Diplomat, an article on Myanmar’s gas crisis: Myanmar’s domestic gas production is plummeting. The country’s biggest gas field, called Yadana, is nearing the end of its lifetime. According to Thai energy data, Thai imports of Yadana gas have dropped 47 percent since the military takeover of February 2021, which has plunged the country […]

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Bay of Dreams: Why Isn’t Bay of Bengal An Economic Superpower?

Via The Economist, a report on the Bay of Bengal: It is the biggest bay on Earth—so big that five countries define the Bay of Bengal’s rim, among them India, the biggest country in the world by population, and Bangladesh, the eighth most populous. As such, the Bay of Bengal should be a natural and thriving […]

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Myanmar Revives Stalled Infrastructure Projects with China and Russia

Via Nikkei Asia, a report on Myanmar efforts to revive stalled infrastructure projects with China and Russia: Myanmar’s military regime is breathing new life into major infrastructure projects with China and Russia, courting their support amid a protracted conflict with armed rebels at home. A new committee led by Deputy Electricity Minister Aye Kyaw is […]

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How Myanmar’s Wood Funds Its Brutal Military

Via Foreign Policy, a look at how conflict timber flows to India and China: Myanmar is the most violent place in the world, ranking just above Syria and Palestine, according to data from the Armed Conflict Location and Event Data Project. Since the 2021 coup, the international community has imposed economic sanctions to restrict the […]

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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.