Indeed there are some environmental challenges. I live near the port of Rotterdam and in The Netherlands we (normally) don't have any whales. Though last year we had two occasions in which a whale was speared/ dead on the bow of a containership. Foremost in Sri Lanka these environmental issues might pose a challenge. Last year I saw the BBC tv-series "India Ocean with Simon Reeve". The episode on Sri Lanka focussed upon rare, endangered sea turtles whose beach was jeopardized by a newly developed port. Forget which harbour it was...but I think you can still check it at BBC iPlayer.
Which country ? There are so many (Asian) countries that have my interest. But I agree on Cambodia and Myanmar.
Perhaps you can read this article below. It is about a 24yr old Dutch graduate who started his career as a equity analist with TKS Securities at the Colombo Stock Exchange. It is in Dutch but of course you can easily translate it online.
John, have you also read the Reuters article about possible foreign candidates for Myanmar mobile phone industry ?
"Among companies that have confirmed an interest in Myanmar are Sweden's TeliaSonera AB, and two specialists in emerging Asian markets, Malaysia's Axiata and Norway's Telenor,. " http://reut.rs/SvEAc2
Caledonia Mining (CALVF); A High Risk Potential High Return Gold Mining Company [View instapost]
John
Please keep us up-to-date. I think I know which palm oil company you are referring to and I am very curious about your insights. Agriculture always has been one of my major interests.
But now also Europe is losing ground. And pretty much severe. It will be questionable whether the Euro survives. If not, even the strong countries (Germany, Holland, Austria and Finland) will have some (temporary) headwind. If the Euro breaks-up Greece, Italy and Spain will lose 25-50% purchasing power.
But do not forget that Japan has its own problems. Or "disasters". China might envy Japan in monetary terms, but as a society not all. This is all due to economic stagnation.
You could look at this BBC-documentary, "Coming Here Soon, Japan The Fall of the Rising Sun" (viewers outside UK must install Foxy Proxy): http://bbc.in/N8LEtg
Point taken...and I totally agree on what (I think) you mean to say. In fact, this distinction in foreign government aid is a breaking point in our national politics/ elections (Dutch).
Though, let us not idealize China's aid...They also fly-in a lot of their own cheap labour. Instead of providing for local employment. And, as I witnessed in Africa, they are certainly NOT always welcomed as liberators.
Sri Lanka Investing Blog [View instapost]
Haven't read the report myself in full, but there is a recent Credit Suisse report on Cambodia, Laos, Myanmar and Vietnam:
http://bit.ly/RNxVW6
Subsequently with a link to a list of Thai firms that are benefiting:
http://bit.ly/VvEzXa
Sri Lanka Investing Blog [View instapost]
http://on.ft.com/SJ1M5h
By the way, this may be a nice background article on Sub-Sahara Africa: http://bit.ly/VOPYwB
Sri Lanka Investing Blog [View instapost]
Many Africans look high upon Rwanda's economic progress.
http://bloom.bg/TvbFEm
http://bit.ly/SfKhXS
http://cnnmon.ie/TvbFEp
http://bit.ly/SfKkCU
http://bit.ly/TvbFEs
Sri Lanka Investing Blog [View instapost]
http://bit.ly/QVdsjJ
http://on.wsj.com/Sxktd4
Sri Lanka Investing Blog [View instapost]
Indeed there are some environmental challenges. I live near the port of Rotterdam and in The Netherlands we (normally) don't have any whales. Though last year we had two occasions in which a whale was speared/ dead on the bow of a containership. Foremost in Sri Lanka these environmental issues might pose a challenge. Last year I saw the BBC tv-series "India Ocean with Simon Reeve". The episode on Sri Lanka focussed upon rare, endangered sea turtles whose beach was jeopardized by a newly developed port. Forget which harbour it was...but I think you can still check it at BBC iPlayer.
Which country ?
There are so many (Asian) countries that have my interest.
But I agree on Cambodia and Myanmar.
Have a nice day !
Sri Lanka Investing Blog [View instapost]
additional knowledge ?!
Sri Lanka Investing Blog [View instapost]
Great initiative !
Perhaps you can read this article below. It is about a 24yr old Dutch graduate who started his career as a equity analist with TKS Securities at the Colombo Stock Exchange. It is in Dutch but of course you can easily translate it online.
If not, I can always easily translate it for you.
http://bit.ly/W9mH4t
Debit Cards Introduced In Myanmar [View instapost]
John, have you also read the Reuters article about possible foreign candidates for Myanmar mobile phone industry ?
"Among companies that have confirmed an interest in Myanmar are Sweden's TeliaSonera AB, and two specialists in emerging Asian markets, Malaysia's Axiata and Norway's Telenor,. "
http://reut.rs/SvEAc2
Agricultural Plays: Farmland Back In The USSR [View article]
Australian listed agro companies:
Tandou Ltd
http://bloom.bg/RWxqrn
PrimeAG Australia
http://bloom.bg/OxZ0QW
Brazilian listed agro companies:
SLC Agricola
Brasilagro
South Asia farmland (excluding palm oil):
Yoma Strategic Holdings (Myanmar rice paddies)
Agricultural Plays: Farmland Back In The USSR [View article]
Tandou Ltd
http://bloom.bg/RWxqrn
PrimeAG Australia
http://bloom.bg/OxZ0QW
Myanmar Passes Foreign Investment Law [View instapost]
There are more positive developments to Myanmar this week. Airlines also start flying in.
http://on.ft.com/R2fJHc
Caledonia Mining (CALVF); A High Risk Potential High Return Gold Mining Company [View instapost]
Please keep us up-to-date. I think I know which palm oil company you are referring to and I am very curious about your insights. Agriculture always has been one of my major interests.
Why We Don't Own China [View article]
And pretty much severe. It will be questionable whether the Euro survives. If not, even the strong countries (Germany, Holland, Austria and Finland) will have some (temporary) headwind.
If the Euro breaks-up Greece, Italy and Spain will lose 25-50% purchasing power.
And Europe (EU) is China's biggest trading partner
http://bit.ly/Mu6H4z
While EU is also USA's main trading partner (USA=China's 2nd export destination)
http://bit.ly/nIRhOT
Why We Don't Own China [View article]
This is all due to economic stagnation.
You could look at this BBC-documentary, "Coming Here Soon, Japan The Fall of the Rising Sun"
(viewers outside UK must install Foxy Proxy):
http://bbc.in/N8LEtg
Why We Don't Own China [View article]
In fact, this distinction in foreign government aid is a breaking point in our national politics/ elections (Dutch).
Though, let us not idealize China's aid...They also fly-in a lot of their own cheap labour. Instead of providing for local employment.
And, as I witnessed in Africa, they are certainly NOT always welcomed as liberators.