Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

Vietnam Consumer discretionary / Thematic (Sector/Industry)

Necessary Component of Manufacturing Themed InvestmentsVietnam's tire manufacturing industry is poised to benefit strongly from a unique combination of these three factors:<ul>
<li>
Low Rubber Prices: Companies in this industry have been benefitting from low cost of materials, due to the plunging price of rubber.</li>
<li>
Automotive Industry Growth: Vietnam's automotive industry's growth has been outpacing its emerging market peers, and there is still ample room for growth in the next 5-10 years.  Automotive sales…</li>
</ul>

Necessary Component of Manufacturing Themed InvestmentsVietnam's tire manufacturing industry is poised to benefit strongly from a unique combination of these three factors:

Low Rubber Prices: Companies in this industry have been benefitting from low cost of materials, due to the plunging price of rubber.

Automotive Industry Growth: Vietnam's automotive industry's growth has been outpacing its emerging market peers, and there is still ample room for growth in the next 5-10 years.  Automotive sales…


Hoa Binh Construction And Real Estate (HBC VN)

Binh Thanh Import Export Production And Trade Jsc (GIL VN)

Binh Thanh Import Export Production And Trade Jsc

Thanh Cong Textile Garment Investment Trading JSC (TCM VN)

Thanh Cong Textile Garment Investment Trading JSC

Khang Dien House Trading and Investment JSC (KDH VN)

Khang Dien House Trading and Investment JSC

Hanoi Education Investment And Development Jsc (EID VN)

Hanoi Education Investment And Development Jsc

Danang Education Development And Investment Jsc (DAD VN)

Danang Education Development And Investment Jsc

Phuong Nam Education Investment And Development Jsc (SED VN)

Phuong Nam Education Investment And Development Jsc

Ha Noi South Housing And Urban Development (NHA VN)

Ha Noi South Housing And Urban Development

Tire Manufacturers in Vietnam: Buy And "Never Sell"