
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 25 years Vietnam, has had an average GDP growth of ca. 7% p.a


Vietnamese public market valuation levels are 40-60% lower than regional peer markets, which is striking when you consider the strong underlying macro economic development
The Vietnamese economy was ranked the “least vulnerable” emerging economy by The Economist, 15th of September 2015


Vietnam is increasing its competitiveness as a manufacturing hub, being the 2nd largest supplier of shoes and apparel to the U.S., Japan and EU as well as the fastest growing electronics manufacturer in the world
Most recently foreign ownership limit of 49% in listed Vietnamese companies and foreign ownership restriction in real estate were both removed in 2nd half of 2015
