Yoma Strategic – On the Ground Update on Yoma Central Development Progress
I was in Yangon over the weekend and took the opportunity to look at the progress of Yoma Central, the US$700 million mixed-use development by Yoma...
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Yoma Strategic – Final Shortlists for Yangon Central Railway Development
The Union Government of Myanmar will select a winner for the tender of the Yangon Central Railway Comprehensive Development Project by next month...
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Overview of My Winners and Losers in 2017...and 5 High Conviction Ideas Going into 2018
The end of the year is always a good time for reflection on how your investment ideas have panned out. In this note, I will review all my picks,...
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Myanmar Property – Press Conference at 1.00 Pm (GMT +6:30) To Announce Condominium Rules
We understand that Myanmar’s Department of Urban and Housing Development (DUHD) will be holding a press conference this afternoon 1:00 pm (GMT...
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The Week that Was in ASEAN@Smartkarma - Thailand, Tourism, and Competitiveness
I include below a brief summary of this week's eclectic mix of equity bottom up and top down and thematic insights across ASEAN@Smartkarma. For a...
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