- 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)
- 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)
- 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)
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- Was Huawei Warned in Advance About the Vietnam Protests? (WCT)
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