VIETNAM’S TOURISM, VISA SITUATION AND STOCK MARKET 2022?

Many of us thankfully might be starting to embrace dusting off our passports now and travelling overseas, or at least thinking about it. I therefore thought is a good time to explore the potential of a rebound in Vietnam tourism. Amongst other things, I will discuss how previous obstacles around travelling at the beginning of … Continue reading VIETNAM’S TOURISM, VISA SITUATION AND STOCK MARKET 2022?

VIETNAM STOCK INDEX COMPONENTS REVIEW – HOA PHAT GROUP (HOSE:HPG)

Global investors who seek exposure to the Vietnam stock market often do so via ETFs or Closed End Funds (CEFs) that hold the larger and more liquid companies. Such companies are usually prominent constituents on various Vietnam stock indices such as the VN-Index, FTSE Vietnam Index, MSCI Vietnam Index etc. In this blog post I … Continue reading VIETNAM STOCK INDEX COMPONENTS REVIEW – HOA PHAT GROUP (HOSE:HPG)

VIETNAM STOCK INDEX COMPONENTS REVIEW – SAIGON BEER (HOSE:SAB)

Global investors who seek exposure to the Vietnam stock market often do so via ETFs or Closed End Funds (CEFs) that hold the larger and more liquid companies. Such companies are usually prominent constituents on various Vietnam stock indices such as the VN-Index, FTSE Vietnam Index, MSCI Vietnam Index etc. In this blog post I … Continue reading VIETNAM STOCK INDEX COMPONENTS REVIEW – SAIGON BEER (HOSE:SAB)

SHARESIGHT PORTFOLIO TRACKER REVIEW 2022

I thought it would be some fun to look back at some of the Vietnam stock market exposures I have mentioned on the blog that I disclosed I owned personally, and see how they have fared. I do this with a little trepidation, as I know it has been a tough stock market environment over … Continue reading SHARESIGHT PORTFOLIO TRACKER REVIEW 2022

DRAGON CAPITAL VIETNAM DEBT FUND REVIEW

As inflation is a hot topic in global markets this year, let’s take a look at how this might affect the prospects of investing in a Vietnam debt fund. There are not many ways to achieve such exposure in your portfolio, but arguably Vietnam’s most highly regarded fund manager does have a debt product out … Continue reading DRAGON CAPITAL VIETNAM DEBT FUND REVIEW

BEST VIETNAM STOCK MARKET INVESTING BOOK – CROSSING THE STREET BY ANDY HO

As an investor in the VinaCapital Vietnam Opportunity Fund (LON:VOF), when I saw that the CIO of VinaCapital had released a book about investing in Vietnam, I was naturally quick to purchase it. To my knowledge, there are not many books on the subject to choose from. Even if there was, I am sure this … Continue reading BEST VIETNAM STOCK MARKET INVESTING BOOK – CROSSING THE STREET BY ANDY HO

WHY IS THE VIETNAM STOCK MARKET DOWN TODAY?

Well I could just say because the US stock market was down quite a bit since Friday (today is Vietnam's first trading session since then) and finish this blog post with one sentence. However I thought it might be interesting to explore some of the recent correlations between the Vietnam stock market, and that of … Continue reading WHY IS THE VIETNAM STOCK MARKET DOWN TODAY?

VIETNAM STOCK INDEX COMPONENTS REVIEW – VINCOM RETAIL (HOSE:VRE)

Global investors who seek exposure to the Vietnam stock market often do so via ETFs or Closed End Funds (CEFs) that hold the larger and more liquid companies. Such companies are usually prominent constituents on various Vietnam stock indices such as the VN-Index, FTSE Vietnam Index, MSCI Vietnam Index etc. In this blog post I … Continue reading VIETNAM STOCK INDEX COMPONENTS REVIEW – VINCOM RETAIL (HOSE:VRE)

IN THE YEAR OF THE TIGER, CAN VIETNAM BECOME A TIGER ECONOMY?

As I recover from overindulging from various new year celebrations (yes I probably need almost 2 months for that), I thought I would try and collect my thoughts about the year of the tiger. It made me think about the theme of tiger economies in Asia in the 1980s. I shall explore what it meant, … Continue reading IN THE YEAR OF THE TIGER, CAN VIETNAM BECOME A TIGER ECONOMY?

VIETNAM STOCK INDEX COMPONENTS REVIEW – MOBILE WORLD (HOSE:MWG)

Global investors who seek exposure to the Vietnam stock market often do so via ETFs or Closed End Funds (CEFs) that hold the larger and more liquid companies. Such companies are usually prominent constituents on various Vietnam stock indices such as the VN-Index, FTSE Vietnam Index, MSCI Vietnam Index etc. In this blog post I … Continue reading VIETNAM STOCK INDEX COMPONENTS REVIEW – MOBILE WORLD (HOSE:MWG)

WHEN WILL THE VIETNAM UPGRADE TO EMERGING MARKET STATUS OCCUR?

In this blog post, I thought I would examine this question above, which is one of the more common questions I hear global investors ask about the Vietnam stock market. IS VIETNAM A FRONTIER OR AN EMERGING MARKET? This is not a new question. For example I remember reading plenty of stories almost 5 years … Continue reading WHEN WILL THE VIETNAM UPGRADE TO EMERGING MARKET STATUS OCCUR?

VIETNAM STOCK INDEX COMPONENTS REVIEW – AIRPORTS CORPORATION OF VIETNAM (UPCOM:ACV)

Global investors who seek exposure to the Vietnam stock market often do so via ETFs or Closed End Funds (CEFs) that hold the larger and more liquid companies. Such companies are usually prominent constituents on various Vietnam stock indices such as the VN-Index, FTSE Vietnam Index, MSCI Vietnam Index etc. In this blog post I … Continue reading VIETNAM STOCK INDEX COMPONENTS REVIEW – AIRPORTS CORPORATION OF VIETNAM (UPCOM:ACV)