Thought Leadership
7 min read | We continue to view the ASEAN region as one of the best sources of investment opportunity in emerging markets, presenting a unique combination of attractive valuations, recovery potential, and sustainable long-term growth. Within the region, and considering both short- and long-term potential, we believe Vietnam is one of the most promising investment plays, unfolding in five acts. Alice Popescu, Portfolio Manager, has written a synopsis of the play, building a case for investors to embrace the opportunity in Vietnam.
