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Tag: “Vietnam”

News about investing in Vietnam.

  • The VinFast VF8 Is Simply Not Ready for America (Jalopnik)
  • Apple Plans to LEAVE China as COVID Protests Delay Production of Its Products: Tim Cook Could Move Factories to India and Vietnam After Brutal Lockdown at iPhone Plant Mean Key Deliveries Won’t Arrive in Time for Christmas (Daily Mail)
  • The Great ASEAN Economic Rebound (Murray Hunter Substack)
  • As US-China Relations Worsen, Expect Supply Chain Chaos (Freight Waves)
  • MOBIUS INVESTMENT TRUST: Mobius Scans Far Horizons as China Shunned – Manager Carlos Hardenberg Says he is Facing Strong Headwinds (Daily Mail)
  • Asian Frontier Markets See a Strong Rebound in August – Asia Frontier Capital (AFC) – August 2022 Update
  • Go to Southeast Asia, Young One (FT)
  • Companies Draw Up Contingency Plans On Chinese Invasion Risk (ZeroHedge)
  • “Friendshoring” Trend Sees Companies Moving Ops To Dodge Tensions And Trade Wars (Zero Hedge)
  • VanEck Vietnam ETF (VNM): Flawed But Still an Easy Way to Cash in on Vietnam’s Frontier to Emerging Market Upgrade (EMS Substack)
    VanEck Vietnam ETF (VNM): Flawed But Still an Easy Way to Cash in on Vietnam’s Frontier to Emerging Market Upgrade (EMS Substack)
  • 20 Rules for Investing in Vietnam (Asian Century Stocks Substack)
  • Vietnam Emerges as Southeast Asia’s Next Fintech Battleground (Nikkei Asia)
  • Quarterly Frontier Markets Recap 1Q21 (FitchRatings)
  • Low Rates and a Pandemic Usher New Traders Into Vietnamese Stocks (Nikkei Asia)
  • The Emerging Asia Pacific Capital Markets: Vietnam (CFA Institute)
  • Asia’s COVID Recovery: Vietnam’s Breakout Moment (Nikkei Asia)
  • Japan’s Investment in Vietnam Plummets While Suga Seeks Closer Ties (Nikkei Asia)
  • Will Donald Trump’s Trade Crusade Ultimately Benefit Southeast Asia? (SCMP)
  • Vietnam Economy Grows Nearly 7% on Trade War Tailwinds (Nikkei Asian Review)
  • Trade War Steers Chinese Investment Toward Southeast Asia (Nikkei Asian Review)
  • Vietnam: In a Sweet Spot (AFC Asia Frontier Fund)
  • Southeast Asia Bucks Trend of Sinking Global Foreign Investment (Nikkei Asian Review)
  • Jollibee’s Big Appetite (Nikkei Asian Review)
  • I Left a Top Job in Hong Kong Banking to Invest in a Frontier Market. Here’s Why (eFinancialCareers)
  • Vietnam: Tail of the Dragon (Mirae Asset)
  • Vietnam’s Economy is Firing on All Cylinders (Eaton Vance)
  • Minimum Wage Politicking Stings Employers in Southeast Asia (Nikkei Asian Review)
  • 2017 Global Retail Development Index (ATKearney)

  • Vietnamese Verses Chinese Retail Investors (AFC)
  • Frontier Market ETFs Have 72% Exposure to Oil-Dependent Countries (FT Adviser)
  • Vietnam Closed End Funds: Improving Outlook & Attractive Valuations (Numis)
  • Samsung Invests $1 Billion on a Vietnam Factory (VIR)
  • How Investors Can Predict Future Vietnam Protests or Disruptions (CAA)
  • Apocalypse Now For Investors? A Realistic Vietnam Investment Review
  • Vietnam: It’s Time to Level Up (Noahpinion Substack)
  • Investors in Emerging Market ETFs Should ‘Look Under the Hood’ (Reuters Video)
  • Scottish Oriental Smaller Companies Trust – Annual Report for Year Ended Aug 31, 2022
  • Webinar – Asian Frontier Markets Update on Friday, 28th October 2022
  • Asia-Pacific Equities Wait to Emerge From the Dollar’s Shadow (Robeco)
  • Korea, Japan Companies Expanding in Vietnam (The Asset)
  • Vietnam to make Apple Watch and MacBook for first time ever (Nikkei Asia)
  • Secret to Enduring Stagflation Sends Traders to Emerging Markets (Bloomberg)
  • Digging Deeper: Vietnam’s Stock Market Reforms and Frontier Market Status Update (July 2022)
    Digging Deeper: Vietnam’s Stock Market Reforms and Frontier Market Status Update (July 2022)
  • May 2022 Update: Invest Through the Cycle to Generate Long Term Returns (Asia Frontier Capital)
  • Buying Stocks in Asia: The Ultimate Guide (InvestAsian)
  • Vietnam: Key Sectoral Opportunities and Risks (A&M)
  • Vietnam’s First Unicorn Bets on AI and Overseas Growth (Nikkei Asia)
  • SK Group Sets Sights on Vietnam’s e-Commerce Sector (The Asset)
  • Emerging Markets: Politics and Elections in 2021 (Wellington Management)
  • Vietnam’s Communists Brace for Next 5 Years After Big 2020 (Nikkei Asia)
  • Looking Past the Hang-Ups for Asia’s Smartphone Industry (Franklin Templeton)
  • Small But Mighty: Seizing Untapped Opportunities in Southeast Asia (Nielsen)
  • Southeast Asia Set to Gain From Trade War Business Relocations (Nikkei Asian Review)
  • The Spoils of Trade War: Asia’s Winners and Losers in US-China Clash (SCMP)
  • Frontier Markets: 2019 Outlook (FIS Group)
  • Southeast Asian Tech Hubs Race to Become the Next Silicon Valley (Nikkei Asian Review)
  • Private Equity Floods into Southeast Asia (Nikkei Asian Review)
  • Fitch Upgrades Vietnam to ‘BB’; Outlook Stable (Fitch)
  • The “Next Eleven” and the World Economy (The Asset)
  • Emerging Market Monitor: Hit by the Trump Trade (Pictet Asset Management)
  • Vietnam’s Economic Growth Surges to Above 7% as Exports Climb (Bloomberg)
  • Bloomberg’s Misery Index’s Least Miserable Emerging Markets
  • Economic Prospects in Several Emerging Asia Countries (Wells Fargo Securities)
  • Russell Frontier Markets Equity Fund’s Manager Sees Neglected Gems (WSJ)
  • Nigeria, Argentina and Vietnam Top the Frontier Markets Sentiment Index (WSJ)
  • Mark Mobius’s Favorite Emerging Markets: Indonesia, Russia, Brazil, Vietnam and South Africa (WSJ)
  • Was Huawei Warned in Advance About the Vietnam Protests? (WCT)

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