Vietnam: Global Index Inclusion & Passive Flows
Vietnam could be added to a global index in Sep 2026. The final decision will be made in March. We see 21 stocks currently meeting index inclusion...
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2025 Learnings | Short the Stagnant
​Analysis of across markets showed that earnings inflection, ROE improvement, and cash-flow recovery drove returns, highlighting the importance of...
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Top Consumer Themes in Vietnam
The VN Index currently trades at much more reasonable valuation and is poised to now move in line with earnings growth of around 15-20% in the...
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Vietnam's Economy Trounces Other Frontier Markets: 2018 Pullback Provides Solid Entry Point
Vietnam's economy exceeded growth expectations and is well positioned for favorable performance moving forward despite rising global tensions. Â The...
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[Result Update] VJC - Growth Speed to Watch Closely
VJC is a rare growth stock in the market. Having a core business growing at over 40%/year in the past five years is not common. As a result, the...
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