How does the Myanmar election affect payment timelines for Japanese firms?

It lengthens them. Forced FX conversion and bank scrutiny add steps before funds move. Expect more documentation, sanctions screening, and occasional refusals. Build 60–90 day buffers for cross-border wires, test small-value transfers first, and keep alternate correspondent routes ready to avoid disruptions.

Will ASEAN response reduce compliance risk soon?

Unlikely in the near term. ASEAN has not recognized the Myanmar election outcome, so policy normalization looks distant. That keeps banking access tight and permits uncertain. Japanese firms should plan for slower approvals, higher fees, and stricter audits through 2026, then reassess as diplomatic signals evolve.

Is foreign investment Myanmar still viable for Japanese companies?

Only on a selective, low-exposure basis. Prioritize maintenance of existing assets with strong oversight. Use dual sourcing, escrow, and short tenors. Seek political risk insurance where available, and rework IRRs with higher risk premia in JPY. New greenfield projects should wait for clearer governance and banking access.

Law and Government

Myanmar Vote Fallout February 14: Sanctions, FX Curbs Keep FDI Frozen

ByHuzaifa Zahoor February 14, 2026February 14, 2026

The Myanmar election fallout on February 14 keeps policy and currency risk high for Japanese investors. ASEAN’s non-recognition, ongoing Myanmar sanctions, strict FX conversion rules, and FATF high‑risk status freeze new commitments. Labor outflows and weak logistics add pressure on margins and timelines. We see foreign investment Myanmar decisions delayed, with due diligence, KYC, and payment routing now central to feasibility. This brief explains near-term risks, what they mean for yen cash flows, and steps Japanese corporates should take today.