Myanmar Investment Context & Investor Relations

Myanmar's economy contracted approximately 2% in the 2025/26 fiscal year. Output, sales and profits across businesses remain below both pre-2021 and pre-earthquake levels. A magnitude 7.7 earthquake in March 2025 caused an estimated US$10.97 billion in property and infrastructure damage, close to 14% of national output.

This page sets out the position accurately rather than presenting Myanmar as an investable market, because for most international allocators it is not one at present.

Global Capital Network provides investor relations services relating to Myanmar. Western sanctions apply to members of the military administration and to major state-owned enterprises including the national oil and gas company. Any party considering engagement must obtain their own legal advice on the position applying to them. GCN does not advise on sanctions compliance.

The Position as It Stands

Conditions stabilised modestly through late 2025 and early 2026, supported by partial normalisation after the earthquake and some easing of power supply constraints. That improvement was then interrupted.

A fuel shock in early 2026 raised transport, logistics, production and distribution costs, and intensified demand for foreign currency to fund fuel imports. The World Bank cut its growth forecast for 2026/27 to 2%, from 3% before the shock.

Inflation reached approximately 24.6% year on year in April 2026, having fallen from 34.1% a year earlier. The kyat appreciated around 15% against the dollar by January 2026, though that reflected tighter foreign exchange controls rather than underlying strength, and access to foreign currency remains tightly regulated.

The fiscal deficit is estimated at approximately 4.9% of output for the year ending March 2026. National output per person stands at roughly US$1,120.

Businesses face conditions that would be disqualifying in most markets: recurrent power outages requiring diesel generation, labour shortages, trade and exchange rate restrictions, import licensing constraints, and periodic internet and telecommunications suspensions.

Agriculture accounts for just under a quarter of output and nearly half of employment, and has been directly disrupted by the expansion of conflict and by reduced access to inputs.

The civil conflict that began after the 2021 coup continues. A January 2026 election was held under military administration; international observers reported that key opposition groups were barred from participating. Uncertainty following that period continues to weigh on private investment.

Where Engagement Is Realistic

For most international investors, direct investment in Myanmar will not clear internal risk, compliance or reputational requirements, and we do not suggest otherwise.

What is accessible is the Myanmar diaspora and the substantial population of Myanmar professionals and entrepreneurs now operating from Thailand, Singapore, Malaysia, Japan, Australia and elsewhere. Many have established companies in those jurisdictions, and those businesses can be assessed and funded through entirely ordinary structures.

Myanmar technical and commercial capability is genuine. Between 2011 and 2019 the economy grew at approximately 6% annually through a period of reform and sanctions relief, and the professional cohort formed during those years retains that capability wherever it is now located.

GCN works on that basis: connecting Myanmar founders building from accessible jurisdictions with regional and international capital.

Fundraising Preparation for Myanmar Founders

Founders operating from outside the country face a specific set of questions and should prepare for them deliberately.

Jurisdiction and structure will be examined first. An investor will want clarity on where the company is incorporated, where its people are, where revenue arises, and whether any residual Myanmar connection creates sanctions or counterparty exposure. Clear answers early prevent conversations stalling at diligence.

GCN works with founders on the substance beneath that: whether commercial evidence survives reference checks, whether unit economics hold at the scale being projected, and whether the financial model exposes its assumptions rather than concealing them.

Team continuity is a genuine strength. Founders who relocated intact teams preserved capability that took years to build, and demonstrating that continuity is more persuasive than presenting the move as disruption survived.

Where any operational connection to Myanmar remains, it should be disclosed rather than minimised. Investors conduct their own screening, and a founder who has already mapped the position is in a far stronger position than one who has not.

Engagement and Access

GCN convenes private investor sessions across the jurisdictions where Myanmar business communities have re-established, connecting founders with allocators in Bangkok, Singapore, Kuala Lumpur, Tokyo and Sydney.

Our programming addresses where this capability is concentrated: software and technology services, business process outsourcing, logistics, agricultural trade, and consumer businesses serving diaspora markets.

Online sessions extend reach to allocators across Asia, Europe and North America, structured for assessment rather than exposure, with follow-up routed only where genuine interest is signalled.

For Investors

The accessible proposition is the diaspora, not the domestic market.

Myanmar professionals and entrepreneurs operating from Thailand, Singapore, Malaysia, Japan and Australia have established companies that can be assessed, structured and funded conventionally.

The capability is real and was demonstrated over a sustained period. Growth averaged approximately 6% annually between 2011 and 2019, and the skills built during that period persist within the dispersed community.

The constraints on domestic engagement are decisive rather than contextual. Sanctions apply to the military administration and major state enterprises. Armed conflict is ongoing. The economy contracted 2% in 2025/26. Inflation is near 25%. Foreign currency access is tightly controlled. Power, internet and logistics are unreliable. Reputational exposure is significant and independent of financial risk. Any allocator considering exposure with any Myanmar connection requires specific legal advice on their own position before proceeding.

GCN provides curated dealflow filtered against stated criteria rather than general distribution, and does not present opportunities we understand to be inaccessible to the investors receiving them.

Partner with Global Capital Network

For Myanmar founders building from accessible jurisdictions, GCN provides investor relations infrastructure connecting your company with regional and international capital, and works with you on presenting structure, team continuity and commercial evidence to investors who will examine all three closely.

For investors interested in Myanmar commercial and technical capability, we can facilitate introductions to companies established where investment is straightforward, and we will say plainly when something is not.

To discuss your objectives, whether you are building from Bangkok, Singapore, Kuala Lumpur, Tokyo or elsewhere, our team is available to talk through how we can help.