I wanted to give a guarded but very real recommendation to the recently published book 'Contagion Of The Soul' by Win Lwin. The central premise of the book is that despite the superficial liberalisation in the country, effectively little politically has changed. As an old Burma hand I can relate very clearly to many of the concepts espoused in the book - most investment 'analysis' about the country is either deluded, simply wrong or otherwise motivated by vested iinterests. It is to this book's credit - despite some faults it may have - that it shows the country, and especially Yangon, as it truly is.
The book is currently available on Amazon for Kindle/tablet, and I believe it will be in paperback next month