Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Equity Bottom-Up

<p>My observation of China leads me to be bullish only in select circumstances.  China's economic slowdown has driven other countries to slowed economic growth, and other countries in Asia with lower wages are growing at the expense of China.  <strong><a href="https://www.smartkarma.com/insights/cross-straits-warning-signs" target="_blank" data-smartkarma-citation="insights:2020">Cross-Straits Warning Signs</a> ,</strong>written by <a href="https://www.smartkarma.com/profiles/35" target="_blank" data-smartkarma-citation="accounts:35">Manu Bhaskaran</a>, displays how the Chinese consumer still remains strong, yet risks in other sectors such as manufacturing, real estate, and construction is growing.  While investing in a company with domestic operations…</p>

My observation of China leads me to be bullish only in select circumstances.  China's economic slowdown has driven other countries to slowed economic growth, and other countries in Asia with lower wages are growing at the expense of China.  Cross-Straits Warning Signs ,written by Manu Bhaskaran, displays how the Chinese consumer still remains strong, yet risks in other sectors such as manufacturing, real estate, and construction is growing.  While investing in a company with domestic operations…

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