Link Road Capital Management

Changes come from within a country on a day to day basis and are happening far longer without being obvious. Life in Burma has changed drastically uncovering new opportunities. The changes are real and certainly isnt all hype.

The events of the last few months in Burma, in particular the countrys decision to float its currency and allow foreign press to observe elections were unprecedented and clearly a divergence from the past. It appears the difference in this election in Burma to previous times is that parties involved are more economically driven. Aung San Su Kyis decision to move ahead for the people despite her dissatisfaction with the way the elections were conducted was another signal of a more practical approach to moving the country forward.