Big Changes in One of My Favorite Markets

Triple-Digit Gains in Black Gold? A little-known company just scooped 3.2 billions barrels of crude out from under Big Oil, and that could hand their early-in investors a big windfall. If you act quickly, you can become one of them. To learn more, click here. Change is Coming Rapidly for the "Pearl of Southeast Asia" By Jeff Opdyke, Editor of The Sovereign Individual Dear Sovereign Investor Subscriber, Give capitalism and inch and it takes a country mile. Sometimes it just takes the whole country. Like Burma, for instance … Since I first told you about this once-reclusive Asian nation rejoining the capitalist world following 50 years of maniacal and tyrannical rule, events there have continued to unfold in rapid fashion. Advertisement The Dollar's Day of Reckoning Our top analyst just released details on a world-changing event… one with massive implications for the dollar. It will change nearly everything we do… from business to travel… shopping to education… to how we raise our children and invest. I can't say this strongly enough, take a few minutes to watch this now. In early July, the U.S. government lifted the decades-old ban on companies investing in Burma – just as I had predicted our government would do. And quick-like General Electric made a move into the country, securing a deal to sell X-ray machines to two private hospitals. Pepsi, in August, announced a return to the country – setting off the world's newest cola wars … Coke this week made its first official delivery after 60 years' absence. In short, it's a great time to be an investor in Burma as a new era dawns. Indeed, my Emerging Market Strategist subscribers saw our position in Burma jump 34% in less than a month. And we just sold half of our position in another Burma play in our Sovereign Individual portfolio for a 63% gain in just three months. These are precisely the kinds of gains that you find all throughout the emerging and frontier markets, if you know where to look. And the big Burmese gains we've already collected are just early signs of the potential that still exists in this resource-rich country. A Rapidly Modernizing Market As I've said before, even after opening to the outside world, Burma is still a bit of a mess. For five decades, Burma's economy was wildly mismanaged by a gang of psychotic military generals, and the population was poor and oppressed. It's still poor, but much less oppressed. And that's not something you fix overnight. But that's what makes investing in markets like Burma such an opportunity. Riches flow to investors who put their capital to work before the rest of the crowd shows up. That's why GE, Pepsi and Coke moved so quickly. They know. It's why scores of American companies have been descending on the U.S. embassy in Rangoon to meet with economic officials. They know, too. Changes are happening here quickly. One critical area now improving is Burma's ancient financial system. In a country of 60 million people, only one million used any sort of banking services under the former military junta. ATMs were introduced to the country for the first time only in the last year, and finding a bank that will give a long-term loan is almost impossible. The idea of online banking is, at this point, an afterthought at best. Yet, none of that will remain for long. Since the lifting of investment restrictions in June, Western banks have been fast in working to set up partnerships with local banks to modernize Burma's financial system. Just last week, MasterCard announced it had issued a license to one of the country's largest banks. Visa has already indicated they will soon be following suit. That's huge news in a country where it took a store clerk nearly 30 minutes to process my credit card when I was there on a research trip over the summer. Knocking Off the Knock-Offs During its period of self-imposed isolation, homegrown companies rose up in Burma to fill in the void for consumers – to a certain degree. To meet the pent-up demand for Western brands, enterprising Burmese created their own versions. Walk through the streets of Rangoon as I did and you see the familiar logos on some slightly unfamiliar names … like, say, "Mac Burger" under the golden arches. It's a small indication of the consumerism bubbling beneath the surface of an economy still going through a fundamental reform. Now, however, the homegrown doppelgangers are about to face the real deal as brand names from around the world descend on Burma. What we've seen in recent months is just the start of a process that's much, much bigger. The many changes we've seen, the lifting of foreign investment restrictions, the reforms reshaping politics and society – all of that is real. Foreign companies see dollar signs in Burma. And, like us, they all want to claim their piece of this emerging opportunity. As I've said for months, the time to be in Burma is now. It will undoubtedly be choppy as it grows; every market is – including Western markets like the U.S. and Europe. But the growth opportunities are magnitudes larger. You want to be there as the big investors like GE, Pepsi, Coke, MasterCard, Visa and all the many others start throwing around a bunch of money. That's why I'm putting my Emerging Market Strategist subscribers back into Burma. We've made some nice profits, for sure, but this story is only getting started... Until next time, stay Sovereign… Jeff D. Opdyke Senior Editor, The Sovereign Individual P.S. Burma has all the ingredients to be a southeast Asian economic powerhouse. With over 60% of the world's teak, 3.2 billion barrels of recoverable oil and 90 trillion cubic feet of natural gas – just to name a few – Burma is a goldmine of natural resources. It's just another reason I see so much opportunity here, and it's why I'm putting my Emerging Market Strategist subscribers' money to work here. To learn more about the moves I think you should be making in Burma today, click here for my latest special report. Chart of the Day Another Metal Taking Off Lately, you've probably heard about the surges in gold and silver. However, one that hasn't gotten quite as much press is platinum. Platinum bottomed in August (green line below) and has now broken its downward corrective line (red line) in September. Check it out below. Platinum's Run is Just Getting Started See larger image You see, gold is rare … but platinum is rarer. Yet, right now, platinum's price is still trailing that of gold's. However, in the months ahead, I believe it will outpace gold now that is had begun to surge higher. On top of this, production of platinum has been halted at some of the world's biggest mines as the miners strike over their wages. Additionally, paper money is being diluted as central bankers try to pull rabbits out of their hats to boost their economies. This bodes well for hard assets like commodities in general, but especially for metals like gold, silver, platinum and palladium. There are many reasons to own platinum right now, but I think one of the greatest cases that can easily be seen is the breakout on the chart. To me, it indicates that demand is overtaking supply. In other words, the supply/demand imbalance presently leans in the favor of buyers of platinum and not for those that are short-sellers of platinum. Have a nice day! Sean Hyman Editor, Currency Cross Trader Related Reading: Where H.J. Heinz is Telling You to Invest Now Reading the Real Signals the Market is Sending Why a Bet on Zynga Could Have You Hitting the Jackpot Why the Wealthy Are Running From America RECENT ARTICLES 9/13/2012 Add this Market to Your Shopping List The Chinese stock market is about to enter a bull market - keep an eye on the Shanghai Index. And add chinese stocks to your shopping list. 9/12/2012 Disability is Growing Twice as Fast as Jobs Since we're not creating many jobs, the Fed will likely stimulate the conomy to reduce the unemployment rate. This will push gold higher. 9/11/2012 The Buck Has Begun to Crater Again China announced a new stimulus plan focused on infrastructure. Invest in steel and copper ETFs and stocks to profit from an industrial boom. 9/10/2012 A Warning From Spain When America's crisis comes, make sure you have the freedom to escape by having your nest egg in an offshore bank in a stable country. 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