Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

Vietnam Consumer discretionary / Thematic (Sector/Industry)

Global Comparisons: Recovery is in the AirWhen examining the global sugar industry, Vietnam and Pakistan in particular are two unique markets to note, due to higher trends of consumption present in both countries, as well as their rising middle class.  The profitability of a large number of sugar mills has been threatened amid low sugar prices, and investors should note dominant companies that are positive outliers, which can especially be found in high growth frontier markets such as Pakistan…

Global Comparisons: Recovery is in the AirWhen examining the global sugar industry, Vietnam and Pakistan in particular are two unique markets to note, due to higher trends of consumption present in both countries, as well as their rising middle class.  The profitability of a large number of sugar mills has been threatened amid low sugar prices, and investors should note dominant companies that are positive outliers, which can especially be found in high growth frontier markets such as Pakistan…

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

Vietnam and Pakistan's Strategic Standing in the Global Sugar Industry