Vietnam still offers one of the most compelling macro stories across emerging markets. In the short term, concerns over China, US trade policy and a focus on large-cap US tech have seen it left behind, but its fundamentals remain very attractive, and the government is making major structural reforms to support very ambitious GDP (gross domestic product – a measure of a country’s economic output and health) growth targets.
VNH’s portfolio has been repositioned to take advantage of the expected ....

30 Apr 2025
Vietnam Holding Limited – Cheap stocks, bold reforms, big ambitions

Sign up to access
Get access to our full offering from over 30 providers
Get access to our full offering from over 30 providers
Vietnam Holding Limited – Cheap stocks, bold reforms, big ambitions
VietNam Holding Limited (VNH:LON) | 312 0 0.0% | Mkt Cap: 73.2m
- Published:
30 Apr 2025 -
Author:
Matthew Read -
Pages:
32 -
Vietnam still offers one of the most compelling macro stories across emerging markets. In the short term, concerns over China, US trade policy and a focus on large-cap US tech have seen it left behind, but its fundamentals remain very attractive, and the government is making major structural reforms to support very ambitious GDP (gross domestic product – a measure of a country’s economic output and health) growth targets.
VNH’s portfolio has been repositioned to take advantage of the expected ....