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ANALYZING AND MANAGING
POLITICAL AND BUSINESS RISKS
IN MYANMAR
Thet Aung Min Latt
Managing Director
Diamond Intelligence Co., Ltd
www.diamondconsultantgroup.co
m
Myanmar Oil and Gas conference
AGENDA
 1. An assessment of the Myanmar General elections, key players
 2. Analysis on the general elections impact on Myanmar business community
 3. When major initiatives will happen and why?
 4. Now, 2015 and beyond, community organization and NGO: impact on pipeline,
environmental regulations and labour dispute.
 5. Ethnic Politics and hate speech issues impact offshore and onshore blocks in
Myanmar
 6. Different scenario in 2015 Myanmar general election
THE KEY PLAYERS
 The Military
 USDP
 NLD
 Ethnic political parties
THE MILITARY
 Senior General Min Aung Hlaing
 General Wai Lwin
 General Mya Tun Oo
USDP
 U Thein Sein – current president
 U Thura Shwe Mann – current speaker of the house
 U Htay Oo – Vice chairman of USDP
NLD
 Daw Aung San Suu Kyi
ETHNIC POLITICAL PARTIES
 Rakhine National Party
U Aung Thar Aung
 Shan Nationalities Democratic Party (white tiger)
Sai Ai Pao
 SNLD
 Khun Htun Oo
THE ELECTION
 USDP
 NLD
 The Military (25% and former General)
 Ethnic political parties
USDP
 West policy
 Party Congress (President and MPs)
 Rebuilding image
 Controversial Ministers, MPs
NLD
 NLD congress
 Lack of MPs for election BIG challenge
 The management committee
 Would like to choose Youth and Women
ETHNIC POLITICAL PARTIES
 Likely to win major vote in ethnic region
 Shan, Rahkine and Mon
THE MILITARY
 Senior General Min Aung Hlaing
 Recent visit
Last year – Korea, Japan
This year – Pakistan, Serbia, UAE
 Good relationship with Thai army
 Building diplomatic image
 Rebuild Myanmar army image during Kokant conflict
PERMANENT SECRETARY
www.moi.gov.mm
PERMANENT SECRETARY
 permanent secretaries will run the government
 During prepare for election and after the election
THE GOVERNMENT AFTER
ELECTION
 President
 Vice President
 Speaker of the house
 Commander in Chief
* [ One vice president as National Energy Planning committee ]
MAJOR INITIATIVES
 2015
 2016 – Very likely to become coalition government
USDP, NLD, ethnic parties
 2017 – Likely to prove new bills, effective government
INSTABILITY - INTERNAL
 Rise of Labor Union – example Zawtika project
INSTABILITY – EXTERNAL
 Arakan army current conflict with army
 Anti Muslim movement
 New tension in Kayah with KNPP
Photo from bnionline.net
IN RAKHINE
 Rakhine party and armed group interest
 2008 Constitution Appendix I and II changes
 Their resources for their region
 Their region with their leader as Chief Minister
WHAT THE GOVERNMENT IS
DOING
 Stability
 Electricity for Rakhine state
 Not accepting yet AA, TNLA, MNDAA in NCA
RECOMMENDATION
 Effective CSR
 Environmental
 Employee
 Emergency plan review
 External Communication (PR)
THANKS
 Q&A
Thet Aung Min Latt
Managing Director
Diamond Intelligence Co., Ltd
www.diamondconsultantgroup.com

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Analyzing and Managing Political and Business Risks in Myanmar

  • 1. ANALYZING AND MANAGING POLITICAL AND BUSINESS RISKS IN MYANMAR Thet Aung Min Latt Managing Director Diamond Intelligence Co., Ltd www.diamondconsultantgroup.co m Myanmar Oil and Gas conference
  • 2. AGENDA  1. An assessment of the Myanmar General elections, key players  2. Analysis on the general elections impact on Myanmar business community  3. When major initiatives will happen and why?  4. Now, 2015 and beyond, community organization and NGO: impact on pipeline, environmental regulations and labour dispute.  5. Ethnic Politics and hate speech issues impact offshore and onshore blocks in Myanmar  6. Different scenario in 2015 Myanmar general election
  • 3. THE KEY PLAYERS  The Military  USDP  NLD  Ethnic political parties
  • 4. THE MILITARY  Senior General Min Aung Hlaing  General Wai Lwin  General Mya Tun Oo
  • 5. USDP  U Thein Sein – current president  U Thura Shwe Mann – current speaker of the house  U Htay Oo – Vice chairman of USDP
  • 6. NLD  Daw Aung San Suu Kyi
  • 7. ETHNIC POLITICAL PARTIES  Rakhine National Party U Aung Thar Aung  Shan Nationalities Democratic Party (white tiger) Sai Ai Pao  SNLD  Khun Htun Oo
  • 8. THE ELECTION  USDP  NLD  The Military (25% and former General)  Ethnic political parties
  • 9. USDP  West policy  Party Congress (President and MPs)  Rebuilding image  Controversial Ministers, MPs
  • 10. NLD  NLD congress  Lack of MPs for election BIG challenge  The management committee  Would like to choose Youth and Women
  • 11. ETHNIC POLITICAL PARTIES  Likely to win major vote in ethnic region  Shan, Rahkine and Mon
  • 12. THE MILITARY  Senior General Min Aung Hlaing  Recent visit Last year – Korea, Japan This year – Pakistan, Serbia, UAE  Good relationship with Thai army  Building diplomatic image  Rebuild Myanmar army image during Kokant conflict
  • 14. PERMANENT SECRETARY  permanent secretaries will run the government  During prepare for election and after the election
  • 15. THE GOVERNMENT AFTER ELECTION  President  Vice President  Speaker of the house  Commander in Chief * [ One vice president as National Energy Planning committee ]
  • 16. MAJOR INITIATIVES  2015  2016 – Very likely to become coalition government USDP, NLD, ethnic parties  2017 – Likely to prove new bills, effective government
  • 17. INSTABILITY - INTERNAL  Rise of Labor Union – example Zawtika project
  • 18. INSTABILITY – EXTERNAL  Arakan army current conflict with army  Anti Muslim movement  New tension in Kayah with KNPP
  • 20. IN RAKHINE  Rakhine party and armed group interest  2008 Constitution Appendix I and II changes  Their resources for their region  Their region with their leader as Chief Minister
  • 21. WHAT THE GOVERNMENT IS DOING  Stability  Electricity for Rakhine state  Not accepting yet AA, TNLA, MNDAA in NCA
  • 22. RECOMMENDATION  Effective CSR  Environmental  Employee  Emergency plan review  External Communication (PR)
  • 23. THANKS  Q&A Thet Aung Min Latt Managing Director Diamond Intelligence Co., Ltd www.diamondconsultantgroup.com