first overseas trip after 23 years under house arrest. Suu Kyi warned
investors about “reckless optimism” and the pitfalls her country holds
for markets. Such comments upset Myanmar’s leaders and unnerved another
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Geneva and ambitious generals at home. It also includes the likes of
Alisher Ali and Kenneth Stevens, who personify the breed of investor
arriving in Yangon.
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Hailing from the former Soviet Union, Ali, the chairman of Silk Road
Finance, has a passion for investing in frontier markets, such as
Mongolia. Ali has since set his sights on Myanmar. Earlier this year,
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This last part of Stevens’s comment is important. If foreign investors
even begin to sense Myanmar’s restructuring is petering out or proving
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hollow, they will flee and take the jobs their money creates elsewhere.
Thein Sein must craft the best investment law he can to ensure
stability and prosperity at home and win the esteem of people like
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