Thẻ: English
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.
Vietnam’s Blue Chips: Understanding the 30 Companies That Move the Market
A sector-by-sector guide to Vietnam blue chip stocks: how banks, property, consumer, tech and energy giants in the VN30 earn money and fit a portfolio.
Vietnam Aviation and Logistics Stocks: Ports, Airlines and Trade Flows
How Vietnam’s port, airline and logistics stocks earn money — throughput, load factors, operating leverage — and which segment fits your risk appetite.
Vietnam Retail Stocks: Chains, Margins and the Modern-Trade Shift
How to analyze Vietnam retail stocks: the modern-trade shift, same-store sales, store payback, four battlegrounds and why expansion hides real profits.
Vietnam’s Energy Sector: Gas, Fuel Distribution and Power Generation
How Vietnam’s energy value chain earns, from gas fields to power plants and petrol stations, and why oil prices move each type of energy stock differently.