Yoma Strategic - Losing Out on the Yangon Central Railway Tender
Late last night, Oxley Holdings Ltd (OHL SP) announced that the consortium comprising Oxley, Min Dharma Co., Ltd. and Sino Great Wall Co., Ltd. has...
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The Week that Was in ASEAN@Smartkarma - Cheap Real Estate, Internet Retailing, and Binary Returns
This week's offering in ASEAN@Smartkarma includes the usual eclectic mix bottom up and top down and thematic insights from across South East Asia....
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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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