As we are not all that far from approaching the end of the year, I thought I would mention that this is most likely the last blog post this year. Another project has come up for me that warrants more attention and more or less I feel like I have covered most research topics I … Continue reading HOW DO I OPEN A BROKERAGE ACCOUNT IN VIETNAM? MY EXPERIENCE.
The Global X MSCI Vietnam ETF was launched in December 2021. I suspect part of the opportunity for this ETF to be successful might have been based upon how the VanEck Vietnam ETF has shown a poor record since inception way back in 2009. Unfortunately however this new Global X MSCI Vietnam ETF is ironically … Continue reading COMPLETE GLOBAL X MSCI VIETNAM ETF (VNAM) REVIEW
I have regularly observed on various forums online the desire for investors to seek the best Vietnam ETF for exposure to the Vietnam index, or the VN-Index as it is well known as. However many investors have made the mistake that any sort of Vietnam ETF should produce returns very similar to this widely quoted … Continue reading HOW CAN I INVEST IN THE VIETNAM INDEX?
If you are investing in the Vietnam stock market and hoping it gets upgraded in the not-too-distant future to emerging market status, you want to be seeing signs the country is further embracing the free market and being open to foreign investment. Let’s take a look how open Vietnam is for a foreign businessperson to … Continue reading CAN A FOREIGNER START A COMPANY IN VIETNAM? & FDI / EODB TRENDS
WHY FPT CORP? FPT Corporation is the largest IT company in Vietnam. Strong EPS and cashflow growth is expected over the years ahead as they benefit from a wide variety of tailwinds. The growth in digital transformation services will see margins improve at already strong levels. The telecommunications segment is underpinned by increasing demand for … Continue reading VIETNAM STOCK INDEX COMPONENTS REVIEW – FPT CORP (HOSE:FPT)
I have read some stock market participants describe the Vietnam stock market performance of 2022 as a “crash”. I don’t necessarily agree with that description, but whatever terms you use, there is no debating that the Vietnam stock market has had a tough time in the first 6 months of 2022! In this blog post … Continue reading BEST VIETNAM FUNDS 2022 – VIETNAM STOCK MARKET CRASH REVIEW
On this blog I have mentioned previously a post I made on the Seeking Alpha website in early 2019 when at the time I thought the sizeable falls in Vietnam stocks made them a buying opportunity. Does a similar opportunity now exist today? VINACAPITAL VIETNAM OPPORTUNITY FUND REVIEW A couple of weeks into July this … Continue reading SHOULD I INVEST IN THE VIETNAM STOCK MARKET – VOF LSE SEEKING ALPHA REVIEW
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?
WHY HOA PHAT GROUP? Hoa Phat Group is a clear success story for shareholders in Vietnam over the last decade. Despite that, it trades on a very low P/E ratio. Whilst dividends have not been much to speak of historically, they may ramp up in future years. Investors looking to gain exposure to the thematic … Continue reading VIETNAM STOCK INDEX COMPONENTS REVIEW – HOA PHAT GROUP (HOSE:HPG)
WHY SAIGON BEER? Saigon beer is the major player in the local Vietnam alcoholic beverage market, capturing around 40% market share. It believes it can push this to 50% over time. Heineken is its fiercest competitor in Vietnam with over 30% market share. Overall it is a very concentrated market, with over 90% of the … Continue reading VIETNAM STOCK INDEX COMPONENTS REVIEW – SAIGON BEER (HOSE:SAB)
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
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