Why Vietnam?
Ca. 100 million population, growing at ca. 1 million per year Vietnam has very favorable demographics, with 60% of the population under 35 years old
Over the past 30 years Vietnam, has had an average GDP growth of ca. 7% p.a. including growing through the pandemic years at ca. 3% p.a and by 8% in 2022.
Vietnamese public market valuation levels are 20-40% lower than regional peer markets, which is striking when you consider the strong underlying macro economic development
The Vietnamese economy has several time reached podium positions in surveys of the “least vulnerable” emerging economies, including in rankings by The Economist.
Vietnam is increasing its competitiveness within high value manufacturing, currently being the 3rd largest supplier of semi-conductors to the U.S as well as the fastest growing electronics manufacturer in the world.
Regulations around investment in real estate has been easened in the past years as have those limiting foreign ownership – an area which is expected to soon be reformed entirely.