Vietnam Market Update: Deep Value Found in Salient Themes
My previous insight Top Consumer Themes in Vietnam notes the clear cut strategy of investing in consumer growth stocks at reasonable valuation,...
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Top Consumer Themes in Vietnam
The VN Index currently trades at much more reasonable valuation and is poised to now move in line with earnings growth of around 15-20% in the...
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Airports Corporation of Vietnam - Riding the Boom of Passenger Traffic Growth
Vietnam’ s monopolistic airport operator is poised to be listed on Upcom next week. According Ha Noi stock exchange, Airports Corporation of...
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Natural Rubber Industry as of Q3 2016
Rubber prices have grown positively from early 2016, not yet showing signs of cooling down, arguably the most important factor that helped rubber...
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Vietnam's Logistics Industry: Expansion Amid Vietnam's Manufacturing Rise
My previous insight outlines opportunities in Vietnam’s logistics industry in the north of Vietnam, and investors should also note the strong...
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