Analysis &
Updates
Market analysis, macro news, company reviews and investing knowledge from the VWEALTH team.
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.