Asian Fixed Income/Frontier Market Research

Bondcritic

Bondcritic, established in 2009, is designed to be an independent credit research voice that helps investors gain insights and unbiased analyses on Asian fixed income market. Our mission is to discover deep-value Asian high-yield and distressed bonds with a bottom-up approach, together with the help of our proprietary ESG (Environmental, Social Development, and Governance) model. At the same time, we focus on bringing investment cases of unrated and unloved issuers to the general public.

Asian Frontier Monitor: Myanmar Global Patience Forum

History's Burdens: Only Suu Kyi Can Untie Them, but Will the World Let Her?

Myanmar: Sky-High Expectations Can Only Be Disappointed

Myanmar: Military Roots Remain Despite Transition to Civilian Government

Independent Asian Credit Research, Bondcritic

Warut Promboon

Independent Asian Credit Research

Credit

<p>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.</p>

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.

Asian Frontier Monitor: Myanmar - The Leapfrog Travelogue