Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

VinaCapital Vietnam Opportunity Fund (VOF LN)

The Rise of Vietnam's UPCoM Vietnam's UPCoM (Unlisted Public Company Market at the Hanoi Stock Exchange) is a relatively overlooked area of Vietnam's stock market at the moment, and this market should be further observed for the following reasons:<ul>
<li>Vietnam's stock market valuation is on the rise, trading at over 16X PE, which creates a necessity to look deeper for undervalued stocks</li>
<li>Despite the perceived low quality of this market, there are actually some decent companies on this market</li>
<li>The  UPCoM…</li>
</ul>

The Rise of Vietnam's UPCoM  Vietnam's UPCoM (Unlisted Public Company Market at the Hanoi Stock Exchange) is a relatively overlooked area of Vietnam's stock market at the moment, and this market should be further observed for the following reasons:
Vietnam's stock market valuation is on the rise, trading at over 16X PE, which creates a necessity to look deeper for undervalued stocks
Despite the perceived low quality of this market, there are actually some decent companies on this market
The  UPCoM…


Vietnam Enterprise Investments (VIETENI KY)

Vietnam's UPCoM Stocks