WHY VINHOMES? Vinhomes might be a good stock for those who want to ride the thematic of the growing middle class in Vietnam. Likewise, investors in Vinhomes may benefit if the thesis of the Vietnam government rapidly developing their infrastructure roll out turns out to be correct. The continued urbanization trend in Vietnam should lead … Continue reading VIETNAM STOCK INDEX COMPONENTS REVIEW – VINHOMES (HOSE:VHM)
If you owned Vietnam bank stocks over the first half or so of 2021 then you would be well aware of the sector’s outstanding performance towards the middle of the year. The latter months of 2021 though saw them take a breather, so what now is the outlook for Vietnam bank stocks in 2022 and … Continue reading TOP VIETNAM BANKS – STOCK MARKET VALUATIONS AND OUTLOOK 2022
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?