I caught up with Alex over the holidays because I remembered his
infectious enthusiasm for the country. He is an accomplished investor
of frontier markets, those half-forgotten realms on the fringe of the
investing world. Alex has been investing in Burma for 15 years as a
partner at SPA Capital Partners, working with Serge Pun & Associates.
--

The latter is an investment holding company that has been in Burma
since '91. (And yes, Alex is the great-great- grandson of Ferdinand de
--
middle of a swing through Thailand, Cambodia and Vietnam. When I asked
investors in these places what the next big story to emerge from
Southeast Asia would be, the answer was always the same: Burma.
--
In short, it has everything the world craves - in size. The Wall Street
Journal reported: "Myanmar's potential is too great for some investors
to ignore. One of the last, large frontier markets in Asia, it is rich
--

"There will be opportunities to invest," Alex told me. Indeed, he's
already seeing investors line up. In the next several months, new funds
will launch. The Tokyo Stock Exchange announced it would help Myanmar
--

Overwhelmingly, the foreign investment has focused on [3]oil and gas,
mining and power. And [4]Burma's biggest investor has been China. (One
Chinese businessman quoted in Thant's book says, "I hope the sanctions
--
And it's all just beginning. We'll keep an eye on Burma as
opportunities open up. It's an exciting time to be an investor as the
world turns right side up.