01-06-2013, 10:06 PM
(01-06-2013, 09:09 PM)NTL Wrote:(01-06-2013, 08:49 PM)CityFarmer Wrote:(01-06-2013, 04:13 PM)Gaudente Wrote: Considering the extremely tiny starting base , GDP quadrupling by 2030 would not be such an improbable outcome... the problem is: how can the retail investor profit from this ? Apparently , in no way
http://vninvestment.wordpress.com/2012/0...-problems/
Well, i recalled that emerging market expert, Mark Mobius's opinion on ways to access emerging market
- "Proxies" of Myanmar's companies in SGX e.g. Yoma. The key to success is to pick the right one
- Mutual fund on emerging market, with sizable weight on Myanmar. I am not sure it is available since i don't invest in mutual fund.
- Yangon Stock Exchange should be ready by end of 2015, so direct investment into Myanmar company will be available soon...
- If direct investment is too risky then, probably ETF of Yangon Stock Exchange is an alternative.
So no hurry, more options available with time goes by...
I think you had answered your question regarding mutual fund. If they don't have an exchange, how do a mutual fund able to invest in Myanmar? Unless through proxy such as Yoma?
Well, private companies are also invest-able. Yoma did it, and there is no reason mutual fund can't do it

IIRC, Mark Mobius is doing the same for emerging markets, and some are without stock exchange.
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡