Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

Vietnam Industrials / Thematic (Sector/Industry)

Refrigeration Electrical Engineering (REE VN)

<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…

Vietnam Construction & Import-Export (VCG VN)

Kinh Bac City Development Share Holding (KBC VN)

Danang Housing Investment Development Jsc O (NDN VN)

Danang Housing Investment Development Jsc O

Dinh Vu Port Investment & Development (DVP VN)

Vietnam Electrical Equipment JSC (GEX VN)

Hai An Transport & Stevedoring Jsc (HAH VN)

Tancang Logistics And Stevedoring Jsc (TCL VN)

Airports Corporation Of Viet Nam (ACV VN)

Agriculture Printing And Packaging Jsc (INN VN)

Opportunities in Vietnam in a Low Rubber Price Environment