Archive for the ‘Myanmar’ Category

China’s Interests Going Up In Flames In Myanmar

Via Asia Times, an article on the impact of Myanmar’s coup on Chinese investments in the country: When unknown assailants torched at least ten Chinese-financed factories in Yangon’s Hlaing Tharyar Industrial Zone, Beijing was quick to urge Myanmar’s military leaders to ensure security for its investments. China’s state-run Global Times newspaper, often a reflection of […]

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Capital Meant For Myanmar May Go To Vietnam and Cambodia

Via Nikkei Asia, an article on how capital meant for Myanmar may seek havens in Vietnam and Cambodia: The military coup in Myanmar has forced investors who had earmarked capital for the country to look for nearby alternatives. Delta Capital, Anthem Asia and other funds that have solely focused on Myanmar are adopting a wait-and-see […]

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The Mekong River Is Becoming A Significant South-East Asian Trade Corridor

Via Silk Road Briefing, an article on how – with the last major China-Laos railway tunnel completed On Lancang-Mekong corridor – the Mekong River is becoming a major South-East Asian trade corridor: The last significant tunnel to be bored to complete the China-Laotian Railway was completed on March 15th, with track now being laid at […]

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Technology’s Impact On Myanmar

Via KrAsia, a look at how technology can impact a frontier market like Myanmar: Just six years ago, in 2013, a mobile user in Myanmar had to pay USD 250 for a SIM card—this in a country where the average annual income was less than USD 200. For most people in Myanmar, the internet was a […]

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Limited Links Sink Myanmar’s Potential

Via Asia Times, a look at whether Myanmar – long viewed as Southeast Asia’s ‘connectivity’ laggard – is poised to allow more foreign-built ports, roads and rails: Despite its 2,000 kilometer-long coastline, reaching from Bangladesh to the west and Thailand to the east, Myanmar is home to only nine functioning ports, with the one in […]

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How Myanmar Created A Telco Boom

Via Emerging Markets Investor Association (EMIA), a review of Myanmar’s mobile telephony market: Myanmar’s opening represents the dismantling of one of the world’s last pariah states. Over the past several years, the government has made concerted efforts to reintegrate the nation of some 54 million into the global community. The most poignant symbol of this […]

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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.