The excuse to rationalise many relatively expensive global equity market valuations of late has been that bonds as an alternative asset class are even more unattractive. For that reason, I thought that I would take a closer look in this post at an overview of the Vietnam bond market. This can perhaps give us a … Continue reading OVERVIEW OF VIETNAM BOND MARKET – THE COMPLETE GUIDE
Author: vietnamesestockmarket
VIETNAM STOCK ON KL EXCHANGE – REVIEW WITH TIKR TERMINAL
Some of the advantages a small private investor has over the institutions is the ability to invest in small stocks and unusual situations. In the past, one type of unusual situation I have taken advantage of is stocks that have an unusual stock exchange listing. For example, maybe the company has significant growth opportunities in … Continue reading VIETNAM STOCK ON KL EXCHANGE – REVIEW WITH TIKR TERMINAL
ARE VIETNAM STOCK MARKET VALUATIONS CHEAP?
In recent blog posts I have discussed topics that touch on the boom-and-bust years of the Vietnam stock market around 2006-2009. I covered the entire history of the Vietnam stock market, and how it has been one of the star performers so far in 2021. I made the dangerous remark that the rally now “is … Continue reading ARE VIETNAM STOCK MARKET VALUATIONS CHEAP?
WILL THE VIETNAM STOCK MARKET CRASH AGAIN?
It is around 20 months now since the Vietnam stock market bottomed out in late March of 2020 after the covid-19 “crash”. I used the word crash loosely as the Vietnam market actually fell less than many developed markets at the time. We are talking circa 30% in a couple of months, although the market … Continue reading WILL THE VIETNAM STOCK MARKET CRASH AGAIN?
WHAT ARE THE BEST PERFORMING STOCK MARKETS IN THE WORLD THIS YEAR?
Thus far up until the first week or so into November that is. You may be surprised with the results so far; can they hang onto their gains for the rest of the year? Please note that this was based off my searches for performance up until November 8. Some markets are considered too insignificant … Continue reading WHAT ARE THE BEST PERFORMING STOCK MARKETS IN THE WORLD THIS YEAR?
VIETNAM STOCK MARKET HISTORY
With differing opinions about whether the Vietnam stock market should be given frontier or emerging market status, I thought it would be useful to see how it has evolved over its history. The Vietnam stock market has come a long way since its establishment more than 20 years ago, so let’s take a look at … Continue reading VIETNAM STOCK MARKET HISTORY
VIETNAM STOCK INDEX COMPONENTS REVIEW – VINAMILK (HOSE:VNM)
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 – VINAMILK (HOSE:VNM)
STOCKS FOR A POSITIVE VIETNAM STOCK MARKET OUTLOOK IN 2022 PART 2
This is part 2 from the last blog post where I discussed some stocks that might be good picks for 2022. That is, stocks where their fortunes are tied to some degree to the outlook for Vietnam, or at least South East Asia more generally. STOCKS HELPED BY A POSTIVE VIETNAM STOCK MARKET OUTLOOK IN … Continue reading STOCKS FOR A POSITIVE VIETNAM STOCK MARKET OUTLOOK IN 2022 PART 2
STOCKS FOR A POSITIVE VIETNAM STOCK MARKET OUTLOOK IN 2022 PART 1
Yet they don't trade on the Vietnam stock exchange, so what do I mean then.. In my last blog post I mentioned how in mid-September I was pleasantly surprised that the risks surrounding covid-19 seemed to be reducing across South East Asia. The vaccine rollout gained momentum, yet from my observations some relevant stocks to … Continue reading STOCKS FOR A POSITIVE VIETNAM STOCK MARKET OUTLOOK IN 2022 PART 1
ARE THE HOLDINGS OF VANECK VIETNAM (VNM) ETF REALLY IN VIETNAM?
The Vaneck Vietnam ETF (VNM) is the main Vietnam stock market ETF that I find investors turn to when they first consider getting exposure to Vietnam shares. Interestingly, more than a quarter of this ETF has holdings listed in global stock exchanges outside of Vietnam. These include shares listed in Taiwan, South Korea, Japan, China … Continue reading ARE THE HOLDINGS OF VANECK VIETNAM (VNM) ETF REALLY IN VIETNAM?
COMPLETE VANECK VIETNAM VNM ETF REVIEW – IS VNM ETF A BUY?
The Vaneck Vietnam ETF (VNM) is often reviewed without any context of what is going on with similar rival ETF products. A lot has changed in the area of Vietnam ETFs in the last year or two. Also many reviews fail to appreciate the different pros and cons of the active vs passive investing debate … Continue reading COMPLETE VANECK VIETNAM VNM ETF REVIEW – IS VNM ETF A BUY?
VIETNAM INVESTMENT OPPORTUNITIES IN STOCKS FOR 2022. GO LARGE OR SMALL?
So you have made the decision to allocate some money for exposure to the Vietnam stock market, just pick the first low cost ETF is the logical way to go right? I do not necessarily want to say that will be a bad strategy right now. I simply want to illustrate that whether you choose … Continue reading VIETNAM INVESTMENT OPPORTUNITIES IN STOCKS FOR 2022. GO LARGE OR SMALL?