Myanmar

The country’s unique situation makes for a compelling investment opportunity.

  • Strategic location. Myanmar is embedded at the crossroads of China, India and ASEAN, countries which are home to 40+% of the world’s population and with rapid GDP growth
  • Large, young population. Home to over 51 million people averaging 28.6 years (vs 37.2 in Thailand and 46.9 in Japan)
  • Rapid rise of the middle and affluent (“MAC”) class. Per McKinsey, this segment could grow to 19 million by 2030, tripling consumer spending from US$35 billion to US$100 billion
  • Flush with natural resources. Well endowed with natural gas, oil, gold, timber, jade and minerals
  • Fertile ground. Significant agri potential as the second largest land-mass country in ASEAN with a coastline of 1,930 Km
  • Budding tourism. Pristine beaches, beautiful countryside and numerous historical heritage sites would draw tourism which is currently under-developed
  • Export potential. Opportunities abound from manufactured goods to agricultural produce
  • Capacity-constrained. Pressing need to address constraints in energy, healthcare and education
  • Telecom as catalyst. With mobile penetration rocketing from less than 10% to 75+% in under 5 years the telecom and internet foundation now exists to catalyse expansion of other industries and opportunities
  • Opportunities in financial services. Although the financial services sector is basic and small, this sector has significant potential for growth as it is fundamental to Myanmar’s development

 

The National League for Democracy (“NLD”), led by Daw Aung San Suu Kyi, came to power in 2016 in the first entirely civilian democracy in almost 60 years. The people have vested significant hope and trust in “Daw Suu” to tackle a number of issues.  The NLD has stated the following, inter alia, as key areas of focus:

  1. Lasting peace with all the ethnic groups;
  2. Establishment of a market-oriented economic framework in which all citizens can participate;
  3. Promoting agricultural and industrial sector growth to improve food sources and increase exports;
  4. Stabilizing and growing the financial sector;
  5. Infrastructure development; and
  6. Improving the education system and job prospects.