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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Airports Corporation of Vietnam - Riding the Boom of Passenger Traffic Growth
Vietnam’ s monopolistic airport operator is poised to be listed on Upcom next week. According Ha Noi stock exchange, Airports Corporation of...
3.8k Views
Natural Rubber Industry as of Q3 2016
Rubber prices have grown positively from early 2016, not yet showing signs of cooling down, arguably the most important factor that helped rubber...
2.1k Views
Vietnam's Logistics Industry:Â Expansion Amid Vietnam's Manufacturing Rise
My previous insight outlines opportunities in Vietnam’s logistics industry in the north of Vietnam, and investors should also note the strong...
562 Views
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...
437 Views