Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade) - Part I
This is a collaborative report between Dylan Waller and Douglas Kim . This is Part I of our report: Vietnam Vs. Korea (A Tale of Two Countries: 20...
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Vietnam's Real Estate Industry Is on Fire
A strong weighting in listed real estate equity is ideal for a portfolio in Vietnam, as the country's rapidly increasing FDI has been strongly...
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Vinfast (VFS US) | The Day that Never Comes
Vinfast (VFS US) faces severe financial distress, negative gross margins, a liquidity crisis, and operational risks, yet is pursuing a high-risk...
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MarketVector Vietnam Local Index Rebalance: One Add, Capping & Float Changes
One add and large capping changes result in one-way turnover of 9% and a round-trip trade of US$74m. Vingroup and Vinhomes stock prices have soared...
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MarketVector Vietnam Local Index Rebalance: One Add, Capping & Float Changes
Nam A Commercial JSB is an add and there are capping and float changes. Vietnam could move from Frontier to Secondary Emerging Market in a global...
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