Danh mục: Vietnam Market Insights
Vietnam Stock Market Data in English: Where to Find Numbers You Can Trust
Where to find Vietnam stock market data in English: exchange sources, company filings and their lag, broker research, aggregators and AI-powered tools.
Building a Vietnam Portfolio from Abroad: ETFs, Direct Stocks or Both
ETF, direct stocks or both? A practical framework to invest in Vietnam from abroad built on your capital, time and access — with each route’s failure modes.
Dividend Investing in Vietnam: Yields, Payout Records and the Traps
Cash vs stock dividends, dilution math, withholding tax and yield traps: a practical guide to screening Vietnam dividend stocks for durable passive income.
Vietnam’s Demographics: The 20-Year Investment Case in One Article
100 million people, a young median age, an urbanization runway: how Vietnam’s demographics drive sector S-curves, when aging hits, why price still decides.
The China+1 Thesis: FDI, Manufacturing and the Vietnamese Stocks That Benefit
How the China Plus One shift channels FDI into Vietnamese stocks – industrial parks, ports, builders, banks – plus the real limits of the whole thesis.
Vietnam vs Thailand, Indonesia and India: Where Does Your Emerging-Asia Money Work Hardest?
Vietnam vs emerging markets compared as a framework: growth engines, demographics, foreign access, index status, currency and each market’s portfolio job.
The Risks of Investing in Vietnam: An Honest Assessment
The nine real risks of investing in Vietnam — currency, liquidity, ownership limits, governance, volatility — how serious each is and how to manage them.
Corporate Governance in Vietnam: What Foreign Investors Should Actually Check
How corporate governance works in Vietnam: controlling families, related-party deals, dilution, ESOPs and a 10-point checklist you can run in English.
State-Owned Enterprises in Vietnam: Equitization, Divestment and Opportunity
How Vietnam state owned enterprises became listed giants via equitization, what state control means for minority shareholders, and how to value an SOE.
Reading Vietnamese Financial Statements: VAS, IFRS and What Gets Lost in Translation
How Vietnam accounting standards (VAS) differ from IFRS — historical cost, bank provisioning, goodwill — and how foreign investors adjust their analysis.