May 22, 2018

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The shares: base-building for lift-off?

The shares: base-building for lift-off?

Vietnam rising

Vietnam rising

If you are interesting in making a speculative bet on Vietnam, the easiest way to do so is through one of the ETFs such as db x-trackers FTSE Vietnam (listed in the UK, Germany and Singapore) or Market Vectors Vietnam (in the US).

The longest-established foreign-managed investment trusts are those run by Dragon Capital and listed in Dublin. Other Vietnam collective funds include the Vietnam Opportunity and Holdings trusts listed in London, Vinaland, the SGAM Vietnam Opportunities Fund (Ireland) and JF Vietnam Opportunities (Hong Kong).

London analyst David Fuller comments that Vietnam’s weak currency will improve its international competitiveness, its stock market valuations in terms of historic price earnings are the lowest in Asia, and “the long history of frontier markets indicates a tendency to range indefinitely, almost falling off investors’ radar – before advancing several hundred per cent.”

He says that this year “I am likely to increase my small personal exposure to Vietnam.”

•    Vietnam Rising Dragon, by Bill Hayton. Pub. By Yale University Press, ISBN 978-0-300-15203-6.

CopyRight – OnTarget January 2011 by Martin Spring

The above article is the final article in the series which started with

Vietnam: a Speculative Bet on the Future

and was followed by

The problem of bloated giants

Vietnam: Rising Dragon


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