Myanmar Infrastructure Views

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Construction Boom Not A Guarantee

We continue to believe that near-term construction growth in Myanmar will remain close to the modest levels seen in 2012. This lack of acceleration in growth is due to the limited upside to foreign...

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Dawei: To Be Or Not To Be

BMI View: Several events since the start of 2012 have conspired to scuttle the US$50bn Dawei maritime hub project in Myanmar, but recent developments suggest that the project is closer than ever to...

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Max Departure Questions Dawei Viability

BMI View: Italian-Thai Development's US$50bn development is again under increasing pressure as its main local partner, Max Myanmar, has announced its withdrawal. The project has, despite underlying...

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Siam Cement's SEA Expansion A Positive

Thailand's largest industrial conglomerate Siam Cement (SCG) has announced that it plans to invest THB200bn (US$6.3bn) between 2012 and 2016, with more than half of the capital expenditure to be...

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