Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

Vietnam Financials / Thematic (Sector/Industry)

Vietnam Joint Stock Commercial Bank For Industry and Trade (CTG VN)

Vietnam Joint Stock Commercial Bank For Industry and Trade

Strong Economy/Rising Stock Market Valuation In many ways, Vietnam is like a perfect market created out of thin air, with strong and consistent growth favorable demographics, and improvements in areas such as inflation.  The added bonus includes the relatively unfavorable growth in other emerging markets, and how Vietnam is achieving its growth at the expense of other markets.   <a href="https://www.smartkarma.com/profiles/48" target="_blank" data-smartkarma-citation="accounts:48">Jason Tan</a> recently provided bullish coverage of Vietnam in the insight <a href="https://www.smartkarma.com/insights/vietnam-positives-all-around" target="_blank" data-smartkarma-citation="insights:6218">Vietnam: Positives All Around</a>, noting the strong…

Strong Economy/Rising Stock Market Valuation  In many ways, Vietnam is like a perfect market created out of thin air, with strong and consistent growth favorable demographics, and improvements in areas such as inflation.  The added bonus includes the relatively unfavorable growth in other emerging markets, and how Vietnam is achieving its growth at the expense of other markets.   Jason Tan recently provided bullish coverage of Vietnam in the insight Vietnam: Positives All Around, noting the strong…

Military Commercial Joint Stock Bank (MBB VN)

Non-Life Insurance in Vietnam: The Best Way to Ensure a Strong Return