The bullish case for Vietnam keeps gaining momentum, as a renewed push for economic reform is helping drive growth that hit 6.8% in 2017.
Restructuring of state-owned enterprises has been a centerpiece of Vietnam’s economic reforms over the past 30 years. However, progress had been slow until the appointment of a new government led by Prime Minister Nguyen Xuan Phuc in January 2016.
Significant efforts have been made to accelerate state-owned enterprise (SOE) reform under the new leadership. Four factors are driving the new wave of equitization:
Similar Posts:
- Vietnam: It’s Time to Level Up (Noahpinion Substack)
- Vietnam: Key Sectoral Opportunities and Risks (A&M)
- Digging Deeper: Vietnam’s Stock Market Reforms and Frontier Market Status Update (July 2022)
- Apocalypse Now For Investors? A Realistic Vietnam Investment Review
- Vietnam: Tail of the Dragon (Mirae Asset)
- Economic Prospects in Several Emerging Asia Countries (Wells Fargo Securities)
- Vietnam Economy Grows Nearly 7% on Trade War Tailwinds (Nikkei Asian Review)
- VanEck Vietnam ETF (VNM): Flawed But Still an Easy Way to Cash in on Vietnam’s Frontier to Emerging Market Upgrade (EMS Substack)
- The VinFast VF8 Is Simply Not Ready for America (Jalopnik)
- The Emerging Asia Pacific Capital Markets: Vietnam (CFA Institute)
- Private Equity Floods into Southeast Asia (Nikkei Asian Review)
- Japan’s Investment in Vietnam Plummets While Suga Seeks Closer Ties (Nikkei Asia)
- Vietnam: In a Sweet Spot (AFC Asia Frontier Fund)
- Vietnamese Verses Chinese Retail Investors (AFC)
- Vietnam Closed End Funds: Improving Outlook & Attractive Valuations (Numis)