China’s mounting debt: falling-off a cliff or fueling future growth?
201506.03
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China’s mounting debt: falling-off a cliff or fueling future growth?

For years, many China watchers, including myself, have been saying China needs a significant economic correction. However, China has deftly dodged a need for restructuring through an ability to dictate economic policies and favorable external economic conditions. So, with nearly daily news of the Middle Kingdom’s economic slowdown, mounting bad debt, and overheated markets, is…

201505.18
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Competition for special economic zone investment is heating up in Southeast Asia as Asean Economic Community integration looms

Staring down the barrel of enhanced Asean Economic Community (AEC) integration and reduced barriers to competition, the battle for Foreign Direct Investment (FDI) is heating up in Southeast Asia. Bordering the region’s industrial powerhouse of Thailand, Cambodia and Myanmar have been working to boost the attractiveness of their respective Special Economic Zones to would-be foreign investors….

201505.14
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Special economic zones have sprung up on Thailand’s borders with less developed Cambodia and Myanmar

Long a darling of the industrial investment community, Thailand offers an attractive pairing of investment incentives and world-class industrial infrastructure. Its industrial development strategy has, over the last two decades, attracted more than US$124.5 billion of Foreign Direct Investment (FDI) compared to just US$104.6 billion in Cambodia, Laos, Myanmar and Vietnam combined. Special Economic Zones…

201505.05
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Yangon industrial zone and infrastructure map

Manufacturing and industrial zone site location decisions are irrevocable. The right location decision can have a profound effect on a firm’s success at meeting its strategic, operational and financial objectives. The wrong decision can put it at a competitive disadvantage and, at worst, out of business in a particular market. Determining the optimal industrial zone…

201504.27
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Myanmar mining risk map

Among other industries, Myanmar’s rich – but largely unexplored – mineral wealth has put mining near the forefront of the discussion on new foreign investment opportunities. The country is home to potentially large reserves of copper, lead, zinc, tin, tungsten, gold, coal and barite as well as precious and semi-precious stones given its geology. Opacity…

201504.21
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Myanmar’s tier-2 industrial zones

Myanmar’s economic reform process has opened it to the world and in 2012, the country saw most international sanctions dropped and the beginning of a wave of international investment that has accelerated year over year. In the 2014 – 2015 financial year, the country’s Directorate of Investment and Company Administration (DICA) reported the approval of…

201504.03
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Tractus Big Box Index™

Let’s rewind to five years ago. You are at your favorite local big box retailer to purchase home furnishings, apparel, electronics, tools, or just about anything else. At that time, nearly every item that you would have purchased on that day would most likely have been stamped “Made in China”. For the past 20 plus…

201503.20
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Myanmar – more stable than it appears?

As Myanmar heads into general elections in November of this year, even the most well informed Myanmar-watchers seem unsure what outcome to predict. Myanmar’s turbulent history and on-again, off-again efforts at reforms in the 1990s make the country appear highly unstable – at least on the surface. However, as Nassim Nicholas Taleb, author of The…