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.
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...