Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

<p>The low rubber price environment has presented a large number of buy opportunities in Vietnam, with the main beneficiaries being companies that benefit from the lower cost of materials.  Investment in Vietnamese tire manufacturing companies therefore presents a strong opportunity, as mentioned in <a href="https://www.smartkarma.com/insights/da-nang-rubber-jsc" target="_blank" data-smartkarma-citation="insights:2145">Da Nang Rubber JSC</a> , which mentions how these companies are able to benefit from the low cost of rubber, and the strong growth of Vietnam's automotive industry in the future.  Apart from this, further…</p>

The low rubber price environment has presented a large number of buy opportunities in Vietnam, with the main beneficiaries being companies that benefit from the lower cost of materials.  Investment in Vietnamese tire manufacturing companies therefore presents a strong opportunity, as mentioned in Da Nang Rubber JSC , which mentions how these companies are able to benefit from the low cost of rubber, and the strong growth of Vietnam's automotive industry in the future.  Apart from this, further…

Opportunities in Vietnam in a Low Rubber Price Environment

Vietnam

Airports Corporation of Vietnam JSC provides airport operations. The Company is involved in investment, construction, management, and maintenance of airports. Airports Corporation of Vietnam operates in Vietnam.

Airports Corporation Of Viet Nam (ACV VN)

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Opportunities in Vietnam in a Low Rubber Price Environment

The low rubber price environment has presented a large number of buy opportunities in Vietnam, with the main beneficiaries being companies that...

Nomadic Equity