Creating Prosperity Together
VinaCapital passionately believes in Vietnam. We invest in the country, its workforce, its energy, and its future.
As Vietnam’s only multi-disciplinary asset manager, we offer local and international investors a range of opportunities to share in the country’s growth.
Export Recovery Propelling Logistics & Industrial Park Stocks
Vietnam’s economic rebound is being led by a recovery in manufacturing and exports. Some investors have asked us about the sustainability of this recovery, as well as whether VinaCapital is able to invest in the companies that benefit most from higher manufacturing and exports. The common assumption is that FDI companies are the beneficiaries of such recovery, while Vietnamese listed (and private) companies are not. In fact, a number of Vietnamese companies are benefitting significantly from this resurgence and are likely to continue doing so for the foreseeable future.
In today’s Insights piece, VinaCapital’s Chief Economist Michael Kokalari discusses the recovery of exports, the impact it has on the economy, and how we identify investment opportunities based on this recovery.
ESG & Responsible Investment
The soul of our company lies in our desire to share and spread wealth and prosperity. We research, work, and invest to make a difference in the communities we serve and are tireless in our pursuit of a better future for our clients.
USD4.0b
Assets Under Management
200+
Team Members
8
Diversified Investment Platforms:
• Listed Equity
• Fixed Income
• Private Equity
• Venture Capital
• Infrastructure & Clean Energy
• Real Estate
• Logistics
• Carbon Credit21
Years’ Experience