Vietnam: Key Sectoral Opportunities and Risks (A&M)
Several demographic and economic factors position Vietnam as a key destination for further investment in the years ahead:
- Vietnam’s young population of 97 million people is benefiting from better standards of education and increased workforce participation: the number of Vietnamese active in the workforce has grown by 40% in 20 years.
- This growth is fueled by urbanization, which is driving disposable incomes higher and creating enterprise clusters centered on Hanoi and Ho Chi Minh City.
- Vietnam is increasingly seen as a viable alternative to China as a manufacturing destination. Manufacturing accounted for around 25% of total investment in 2019, and further growth will require significant focus on electricity and renewable energy capacity.
- New trade deals like the EU-Vietnam Free Trade Agreement (EVFTA) and the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) promise to increase Vietnam’s regional and global competitiveness. READ MORE
- Vietnam Economy Grows Nearly 7% on Trade War Tailwinds (Nikkei Asian Review)
- Apocalypse Now For Investors? A Realistic Vietnam Investment Review
- Vietnam: Tail of the Dragon (Mirae Asset)
- Vietnam’s Economy is Firing on All Cylinders (Eaton Vance)
- Will Donald Trump’s Trade Crusade Ultimately Benefit Southeast Asia? (SCMP)
- Vietnam Closed End Funds: Improving Outlook & Attractive Valuations (Numis)
- Vietnam: In a Sweet Spot (AFC Asia Frontier Fund)
- Russell Frontier Markets Equity Fund’s Manager Sees Neglected Gems (WSJ)
- Trade War Steers Chinese Investment Toward Southeast Asia (Nikkei Asian Review)
- Economic Prospects in Several Emerging Asia Countries (Wells Fargo Securities)