vietnam--time-to-go-in

Vietnam - Time to go in

A top strategist explains how to invest in Vietnam.


Investors are becoming intrigued by the possibilities of investing in Vietnamese stocks. The economic story is clearly enticing. Vietnam has a population of 82 million, economic growth rates likely to be similar to those in India and China over the next few years and economic fundamentals are healthy.

Specifically

ò We believe that the odds are high that Vietnam can achieve its target of 7.5-8% real GDP growth over the next five years.

ò The factors that can make this possible include

favourable demographics rising, and sustainable, fixed asset investment and increases in productivity caused partly by a continuing shift out...
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