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.
Vietnam’s Export Recovery Gains Momentum
As Vietnam is following the “East Asian Development Model”, many investors look at export growth as an indicator of the health of Vietnam’s economy. After a challenging period in 1H 2023, Vietnam’s exports resumed growth in Q4 2023, and surged 42% y-o-y in January 2024, supported by a surge in high-tech exports and the timing of the Lunar New Year holiday.
In today’s Insights piece, our Chief Economist, Michael Kokalari, explains why we expect Vietnam’s exports and manufacturing activity to accelerate as 2024 progresses, which will in turn improve the overall economy. Additionally, we are seeing a rebound in corporate earnings, and valuations continue to be the cheapest in the region. We are optimistic that the positive start to Vietnam’s economy and stock market will continue, and that our funds will be able to deliver very strong returns.
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