Archive for the ‘Burma’ Category

China Builds In Myanmar’s Conflict Areas

Via China Dialogue, a report on China’s new infrastructure corridor through Myanmar which crosses war-torn regions, risking further conflict and environmental degradation: A year ago, Myanmar and China signed an agreement to establish the China-Myanmar Economic Corridor (CMEC), as part of China’s Belt and Road global infrastructure initiative. Today, that corridor is mired in conflict between […]

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An Undone Buckle? Trouble for Belt and Road in Myanmar

Via China Dialogue, an article on China’s new infrastructure route through Myanmar: A year ago, Myanmar and China signed an agreement to establish the China-Myanmar Economic Corridor (CMEC), as part of China’s Belt and Road global infrastructure initiative. Today, that corridor is mired in conflict between the Myanmar military and ethnic armed groups. Stretching 1,700km, […]

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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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About This Blog
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.