While caught in a civil war for decades, Myanmar has a whole lot going for it. It sits between India and Thailand, it’s a low-cost labor center, and it has a navigable river. Add all that up, and you’ve got the perfect replacement for low-end global supply chains when China goes belly up. And if the election goes well in December, things might get even better.

Myanmar is also punching above its weight class in geopolitical importance. In the eyes of Beijing, they are an attractive land outlet to the Indian Ocean and access to Middle Eastern energy. With the military juntas in Myanmar favoring China and elected governments favoring the West, the coming election could tip the scales and shake up logistics for Beijing.

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