Where are the best places to invest currently? (Part1of4)

Not barring a lack of opportunities in the market due to the recent rallies in the market. I begin to think hypothetically into the future. Something many investment managers all mentioned.

"Prospects" is the key word. Think long term, think beyond 10 years, 20 years. IF you had to hold a company forever, what's it going to be. Buffett mentioned a 20x punch card, so its about holding your horses, picking the right one and boldly executing.

Which comes to the point.

Where seems to be the best places to invest your money? Clearly, something with a minimal downside and a high upside is the best place to look. A few things come to mind. They are

1) Myanmar theme stocks
2) Crisis hit countries / companies - Spain, Greece, Portugal (or companies with proxies to this markets)
3) BRIC
4) Resources - Indonesia (in particular)

Let's start with Myanmar. The golden land. A country with great potential. Intrigue by the news recently, I made a field trip post-graduation to check out the landscape in Myanmar. I was pretty amazed by what I saw.
- The country looked somewhat like Singapore in the mid 60-70s. Notwithstanding, shopping malls, quality housing and other things were being built at a rapid rate.
- A recent report showed that the office rental was higher even than that of Manhattan. The potential for Grade A offices were huge.
- Rental of a 1 room flat could go as high as USD1k/mth. That could be the annual salary of a low wage worker there.
- The wages there were the lowest in the region, you could see many retail shops with a few sales staff simply because they are cheap.
- Anything starting at a low base offers the best opportunities
- Jim Rogers is excited, so am I
- There used to be black market exchange there for local currency - kyat. Today, proper agents at the airport offer relatively good rates. USD, Euros and even Singapore dollars may be exchanged. This speaks testimony of the 3 key business partners, USA, Europe and Singapore.
- The big 4 accounting firms have opened up branches there.

I highly recommend a trip there, if you are interested,  you could send a request through the following link  http://www.goldenexpresstours.com.

My junior college friend and business partner is running a tour agency there, they can customize different packages suiting your needs. Some of his customers come from as far as Europe, he is a reliable friend.

Do note that you would have to apply for an entry visa as well as book your own flights there.

Some notable companies with exposure to Myanmar
1. Yoma Strategic Holdings
2. Tiong Seng Holdings
3. Woh Hup
4. Keppel Land
5. WE holdings
6. Interra Resources
7. Neratel
8. Yongnam

If you would like me to write on any of them, do drop a comment. Cheers!