I agree this is the way to operate in a place like Myanmar - a country that's only just getting exposed to foreign (other than Chinese) investment.
I'll speculate that they got a message from the Government that the 80% foreign ownership structure wasn't going to cut the mustard, so they've been on the hunt for some big local investors. Funds arrive tomorrow and I plan to buy more.
Ann: MYL Secures Major Myanmar Industrial to Invest in Bawdwin, page-7
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