AGP Executive Report
Last update: 7 hours agoCritical Minerals: Myanmar’s military-led government is urging the US to invest in its rare-earth mines, seeking to loosen China’s grip on materials used in EVs, wind turbines and defence equipment. Civil conflict and a weak business environment remain major hurdles. Automotive: Li Auto is expanding across Asia-Pacific and has already signed a partnership covering Myanmar; its latest agreements prepare launches in five other markets, with sales outside the Philippines expected to begin in 2027. Investment Links: Myanmar representatives are expected at the CII Partnership Summit in Visakhapatnam on November 12–13, where delegates from about 59 countries will discuss trade, technology and investment, with more than 400 business meetings planned. Infrastructure: Southeast Asia needs an estimated $7.1 trillion in investment through 2040, the ADB says, with current public spending covering less than half the requirement. Debt Pressure: Myanmar’s external debt fell to $10.8 billion in 2025, but analysts warn foreign-currency repayments are worsening kyat depreciation and shortages.
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