The more I read about Burma, the more I think it's a truly compelling investment opportunity. It's got resources up the wazoo and a government that's looking to reform and grow the economy. Nevertheless, how to gain exposure is not so obvious -- it doesn't take more than a google search to find out that the country is subject to sanctions by the U.S., which, for all intents and purposes, makes any investment by U.S. citizens next to impossible.
But, here's where the research angle comes in. I spent some time reading the specific laws and related commentary by a certain department of the U.S. government. It would appear that a loophole might exist -- more specifically, a clause whose favorable interpretation by high-priced lawyers could provide the indirect ticket in. So, without getting bogged down in the details, it's probably worth a pretty penny to figure out what the term "predominantly derived" means.
To be continued...
