Marc Faber's take on Myanmar:
Where ever you go, people are talking about Myanmar. They seem to love it as much as they loved Vietnam right near the market's peak in 2006-07. There are opportunities, but there is high execution risk. Yoma Strategic Holdings [Z59.SIYOMA.Singapore] is the only direct play on Myanmar. It is run by an old friend of mine, Serge Pun, an ideal man to operate in difficult environments. I am not recommending the stock because it no longer is cheap, but this is the way to invest in Myanmar if you want to do it.
Source: online.barrons.com
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