Vietnam Update: Market Complexity Grows, yet the Attractive Economic Narrative Remains in Place

Frontier Markets with a Focus on Vietnam, Sri Lanka, Romania, and Mongolia

Navigating Vietnam's New Investment Landscape

Frontier and emerging markets (Vietnam)

Dylan Waller

Thematic (Sector/Industry)

Increased volatility during 1H 2018 The VN Index has experienced multiple pullbacks this year, after surging to its peak of slightly over 1,200. This correction stemmed from a combination of factors, both domestic and global, including the following: political concerns in multiple countries, the threat of a trade war, general EM turmoil, and rising US rates. Vietnam’s correction occurred in line with other emerging market corrections, though there are certainly a large number of market specific…

Increased volatility during 1H 2018  The VN Index has experienced multiple pullbacks this year, after surging to its peak of slightly over 1,200. This correction stemmed from a combination of factors, both domestic and global, including the following: political concerns in multiple countries, the threat of a trade war, general EM turmoil, and rising US rates. Vietnam’s correction occurred in line with other emerging market corrections, though there are certainly a large number of market specific…

Vietnam Update: Opportunities and Risks in MSCI's Rising Frontier Giant