Asian Frontier Monitor: Myanmar - The Leapfrog Travelogue

Our last week's visit to Yangon and its vicinity left us with an overall good impression. Myanmar is an acquired taste, in our view but, with a proper due diligence, we believe the government's willingness to improve the economy and stabilised political environment has given a signal for investors to enter the market. The investment channel is, however, limited to direct equity investments and equity investments through Yangon Stock Exchange's limited listing and investment companies listed in Singapore and London. This is the first of our Myanmar Pre-IPO series that we will next drill down into numbers and projections.

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