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

<p>Vietnam’s banking industry is beginning to display strong  signs of recovery and deliver substantial returns, necessary relief from the gloomy outlook of banks during 2012.  A value based investment approach to Vietnam’s banking industry, filtering based on profitability and NPLs, certainly has its merits, and should represent a small portion of a portfolio in Vietnam.  <a href="https://www.smartkarma.com/profiles/12" target="_blank" data-smartkarma-citation="accounts:12">Daniel Tabbush</a> posted a very strong insight in August titled <a href="https://www.smartkarma.com/insights/vietnam-s-banks-are-intriguing" target="_blank" data-smartkarma-citation="insights:1147">Vietnam's Banks Are Intriguing</a>, which focuses on the improvements…</p>

Vietnam’s banking industry is beginning to display strong  signs of recovery and deliver substantial returns, necessary relief from the gloomy outlook of banks during 2012.  A value based investment approach to Vietnam’s banking industry, filtering based on profitability and NPLs, certainly has its merits, and should represent a small portion of a portfolio in Vietnam.  Daniel Tabbush posted a very strong insight in August titled Vietnam's Banks Are Intriguing, which focuses on the improvements…

Military Commercial Joint Stock Bank (MBB VN)

Restoration of Vietnam's Banking Industry: 5 Banks That Shine