Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

Vietnam Consumer staples / Thematic (Sector/Industry)

Industry Struggle2015 was a challenging year for Vietnam's seafood exports, resulting from the decreased costs of exports, decreased demand, and strong competition from other countries in Asia:<ul>
<li>Shrimp exports reached <a href="http://www.seafoodsource.com/all-commentary/is-vietnam-s-shrimp-industry-in-crisis" target="_blank">$3 billion by 2015</a>, representing a 1/3 decrease from 2014.</li>
<li>Pangasius exports declined by <a href="http://www.seafoodsource.com/all-commentary/vietnamese-pangasius-exports-to-continue-to-plunge" target="_blank">10% in 2015</a>, driven by a 14.3% decrease in Europe, and a 5.6% decrease in America.</li>
<li>Shrimp Farmers in the Mekong Delta faced a challenging year, as seen with the Tra Vinh Province, where 41% of…</li>
</ul>

Industry Struggle2015 was a challenging year for Vietnam's seafood exports, resulting from the decreased costs of exports, decreased demand, and strong competition from other countries in Asia:
Shrimp exports reached $3 billion by 2015, representing a 1/3 decrease from 2014.
Pangasius exports declined by 10% in 2015, driven by a 14.3% decrease in Europe, and a 5.6% decrease in America.
Shrimp Farmers in the Mekong Delta faced a challenging year, as seen with the Tra Vinh Province, where 41% of…


Cholimex Food Joint Stock Company (CMF VN)

Quang Ngai Sugar Joint Stock Company (QNS VN)

Vietnam's Seafood Industry Outlook