Sunday, June 2, 2013

Yoma Strategic Holdings is the only direct play on Myanmar

Marc Faber : There are opportunities, but there is high execution risk. Yoma Strategic Holdings [YOMA.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. - in Barron's

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