Vietnam Fund of Fund Approach: VinaCapital Vietnam Opportunity Fund and Vietnam Holding Ltd.
Vietnam's economy has a flurry of advantages to offer to investors, which perhaps makes it one of the most ideal locations for investment in...
559 Views
Vietnam: Global Index Inclusion Probability Jumps; Updated Names & Flows
The MoF approval for international investors to place orders through global brokers resolves the main hurdle for global index inclusion. Passives...
519 Views
MarketVector Vietnam Local Index Rebalance: 3 Adds; 10.6% Turnover; US$120m Trade
There are 3 adds for the index in March. Estimated one-way turnover is 10.55% and that results in a round-trip trade of US$121m. Vietnam stocks...
328 Views
StubWorld: Fitch/Moody's Downgrades Further Propel JCNC's Implied Stub
Fitch's, Moody's and MSCI's Indo conclusions are a material overhang. I'd still be reluctant to reverse the stub, as Asta underperforms (down 14%...
223 Views
StubWorld: JCNC's "Outperformance" As MSCI Flags Indo's Investability Issues
MSCI's review is a material overhang. Yet, even absent this index review fallout, I'd expect JCNC to benefit from an ongoing business review...
638 Views