Outlook for Textile Companies/Industrial Parks Amid Uncertainty of TPP Ratification
This insight provides further insight on my maintained bullish stance for textile companies and industrial park operators, even with TPP...
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Nothing Can Trump Vietnam: Assessing the TPP and Other Geopolitical Risks/Opportunities
This insight covers the political implications of U.S President Barack Obama's visit to Vietnam, political opposition to the TPP, potential...
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Tile Manufacturing Companies Are Overlooked Amid Vietnam's Real Estate Boom
Tile Manufacturing IndustryVietnam is the world’s 9th largest manufacturer of ceramic tiles, and this industry has been experiencing rapid growth...
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Vietnam Holding's Fund Returns 13%: Strong Pure Play for Listed Equity
Opportunity OverviewUnlike Vinacapital Vietnam Opp Fund Limited , which only invests half of its assets in listed equity, Vietnam Holding...
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Hai Phong Travel Report: Examining Domestic Logistics Companies
Opportunity OverviewWhile traveling to Hai Phong to visit Kinh Bac City Development Share Holding Corporation's Trang Due industrial park, I also...
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