Myanmar Crisis a Negative For Investor Sentiment in Near Term, Asia Frontier Capital's Desai Says

The video discusses the impact of political developments in Myanmar on investor sentiment, highlighting the limited foreign investment in the region. It examines the potential long-term effects of the military coup on investment opportunities and the geopolitical dynamics involving major trading partners like China, India, and Japan. The discussion also covers the Vietnamese market, noting its recent correction and positive macroeconomic trends, which present potential investment opportunities.

What are the implications of the military government's policies on foreign direct investment in Myanmar?

How do political shocks in neighboring countries like Thailand influence investment decisions in Myanmar?

What are the current opportunities in the Vietnamese market following recent corrections?