Ayala, Yoma See Myanmar Opportunity in Trade War, Infrastructure

The transcript discusses the partnership between two family-run conglomerates and their focus on growth opportunities in Myanmar. It highlights the investment plans, shared goals, and the impact of the US-China trade war on Myanmar. The discussion also covers the challenges faced by investors in Myanmar and the necessary policy changes to attract more investments.

What makes the collaboration between the two conglomerates unusual?

• They have never worked together before.

• They are from different continents.

• They are competitors in the same industry.

• They are both family-run businesses.

What is one of the main areas of investment for the partnership?

• Technology

• Real Estate

• Automotive

• Healthcare

What is a key factor that makes Myanmar attractive for investment?

• Its stable political environment

• Its advanced technology sector

• Its high GDP growth rate

• Its large labor pool

What is a potential challenge for investors in Myanmar?

• Government policies

• Lack of natural resources

• Limited market size

• High labor costs

What initiative is Myanmar uniquely positioned on?

• The Trans-Pacific Partnership

• The North American Free Trade Agreement

• The European Union

• The New Silk Road

How does the US-China trade war benefit Myanmar?

• By strengthening its currency

• By reducing its import costs

• By attracting manufacturers looking for new locations

• By increasing its exports to the US

What structural change is mentioned as an opportunity for Myanmar?

• The growth of renewable energy

• The reformatting of supply chains

• The rise of digital currencies

• The expansion of global tourism