Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

FOL Removal: One of Many Steps for Vietnam's Eventual Emerging Market UpgradeVietnam's removal of the FOL is one of several steps which will eventually result in its emerging market upgrade in the future, and initial steps began in September of 2015 when Saigon Securities became the first company open for full foreign ownership.  Since then, only approximately 13 companies have changed their FOL as allowed by Decree 60.  The process of foreign ownership limitation removal originally implemented…

FOL Removal: One of Many Steps for Vietnam's Eventual Emerging Market UpgradeVietnam's removal of the FOL is one of several steps which will eventually result in its emerging market upgrade in the future, and initial steps began in September of 2015 when Saigon Securities became the first company open for full foreign ownership.  Since then, only approximately 13 companies have changed their FOL as allowed by Decree 60.  The process of foreign ownership limitation removal originally implemented…

Vietnam's Emerging Market Upgrade: Worth the Wait

I had the pleasure of interviewing Thomas Hugger of Asia Frontier Capital, a fund management company which focuses on high growth frontier markets through its AFC Vietnam Fund, AFC Asia Frontier Fund, and the AFC Iraq Fund.  Asia Frontier Capital has investments in approximately 14 markets in Asia, utilizing a combination of top down and bottom up approaches to capture both growth and value in its investments.  In addition to having a local presence in Vietnam, the fund also travels to a large…

I had the pleasure of interviewing Thomas Hugger of Asia Frontier Capital, a fund management company which focuses on high growth frontier markets through its AFC Vietnam Fund, AFC Asia Frontier Fund, and the AFC Iraq Fund.  Asia Frontier Capital has investments in approximately 14 markets in Asia, utilizing a combination of top down and bottom up approaches to capture both growth and value in its investments.  In addition to having a local presence in Vietnam, the fund also travels to a large…

Economist, Centennial Asia Advisors

Jason Tan

Economist

Centennial Asia Advisors

At Centennial Asia Advisors, we tell it like it is. We have no vested interests, no need for a China wall, and no reason to skew our outlook any other way. With over 30 years experience covering Asia’s political economy, you can be sure our conclusions and analyses are based on the unadulterated facts. Through years of fine-tuning our research methodologies, we deliver a quality of macroeconomic analysis few other houses can match.

Centennial Asia Advisors is an independent research and advisory firm that works with governments, multilateral institutions, financial firms and leading MNCs.

Economic Policy and Strategic Advisors

Macroeconomics

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<li>
Closer Sino-Malaysian ties: Malaysian Prime Minister Najib forged closer ties with China on his visit to Beijing, concluding the purchase of naval vessels from China and awarding the contract for the USD13.1bn East Coast Railway Line to China. China would have been mightily pleased with the joint statement that Malaysia agreed to issue, which called for restraint in the South China Sea and spoke against external intervention that would obstruct the resolution of maritime disputes.</li>
<li>Coming soon…</li>
</ul>



Closer Sino-Malaysian ties: Malaysian Prime Minister Najib forged closer ties with China on his visit to Beijing, concluding the purchase of naval vessels from China and awarding the contract for the USD13.1bn East Coast Railway Line to China. China would have been mightily pleased with the joint statement that Malaysia agreed to issue, which called for restraint in the South China Sea and spoke against external intervention that would obstruct the resolution of maritime disputes.
Coming soon…


China – US Competition: Posturing to Increase in Asia-Pacific

This insight compares investment in Asia and the Americas, to further build an investment case for frontier markets in Asia.  Despite my preference for frontier Asia, I am still bullish on Colombia and Chile, which have experienced an economic slowdown primarily due to the low commodity price environment.

This insight compares investment in Asia and the Americas, to further build an investment case for frontier markets in Asia.  Despite my preference for frontier Asia, I am still bullish on Colombia and Chile, which have experienced an economic slowdown primarily due to the low commodity price environment. 

Asia Vs. The Americas: Examing Demographics, Economic Growth, and the Impact of Commodities

Asia Economist and CEO, Centennial Asia Advisors

Manu Bhaskaran

Asia Economist and CEO

<ul><li>India is surging in global competitiveness, gaining 16 positions in the rankings - the largest gain of any country ever. Backed by expanding government reforms and inherent long-term advantages, India’s capacity for upside growth surprise is strengthening.</li><li>ASEAN countries will be the main winners from China’s stagnating competitiveness due to structural issues and rising costs. Despite small falls in ASEAN’s rankings, Indonesia, the Philippines and Vietnam have shown longer-term gains in competitiveness which reflect their rising growth potential.</li></ul>

India is surging in global competitiveness, gaining 16 positions in the rankings - the largest gain of any country ever. Backed by expanding government reforms and inherent long-term advantages, India’s capacity for upside growth surprise is strengthening.ASEAN countries will be the main winners from China’s stagnating competitiveness due to structural issues and rising costs. Despite small falls in ASEAN’s rankings, Indonesia, the Philippines and Vietnam have shown longer-term gains in competitiveness which reflect their rising growth potential.

Global Competitiveness Index 2016: Winners and Losers in Asia

Vietnam

VinaCapital Vietnam Opportunity Fund Limited is a close-ended investment company incorporated in the Cayman Islands. The aim of the Company is to achieve medium to longer-term capital appreciation and providing an attractive level of income. The Company invests in listed and unlisted companies, debt, assets and other investment opportunities in Vietnam and surrounding Asian countries.

VinaCapital Vietnam Opportunity Fund (VOF LN)

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VinaCapital Vietnam Opportunity Fund (VOF LN)

Vietnam's Emerging Market Upgrade: Worth the Wait

FOL Removal: One of Many Steps for Vietnam's Eventual Emerging Market UpgradeVietnam's removal of the FOL is one of several steps which will...

Nomadic Equity

Asia Frontier Capital Interview

I had the pleasure of interviewing Thomas Hugger of Asia Frontier Capital, a fund management company which focuses on high growth frontier markets...

Nomadic Equity

China – US Competition: Posturing to Increase in Asia-Pacific

Closer Sino-Malaysian ties: Malaysian Prime Minister Najib forged closer ties with China on his visit to Beijing, concluding the purchase of...

Jason Tan

Asia Vs. The Americas: Examing Demographics, Economic Growth, and the Impact of Commodities

This insight compares investment in Asia and the Americas, to further build an investment case for frontier markets in Asia. Despite my preference...

Nomadic Equity

Global Competitiveness Index 2016: Winners and Losers in Asia

India is surging in global competitiveness, gaining 16 positions in the rankings - the largest gain of any country ever. Backed by expanding...

Manu Bhaskaran

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52-week Range

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