News & Publications

Building on the momentum: Looking ahead at 2018

By most accounts, 2017 has been a very positive year for Vietnam’s economic development. GDP growth is expected to come in at or around 6.7%, driven by strong activity in the manufacturing and services sector, as well as robust retail sales growth, among other factors. Meanwhile, the stock market is up over 40%, making it one of the top performers in the world. Is this sort of growth sustainable? And where are the opportunities and risks in the market in 2018?

December 22nd, 2017|

Higher oil prices are positive for Vietnam

Vietnam’s economy will grow by 6.5% or more in 2017, but GDP growth would be higher were it not for a decline in oil production, which contributes about 5% of GDP. We expect Vietnam’s oil production will beat forecasts in 2018 on the back of an expected rise in oil prices, boosting not just GDP but also possibly the stock market, as the oil and gas sector’s earnings could be lifted by 15%.

December 01st, 2017|

VinaCapital 2017 Investor Conference Review

VinaCapital’s twelfth annual investor conference, held at the Park Hyatt Saigon from 11-13 October 2017, featured a wide range of speakers, from both established listed companies and startups alike, as well as experts on private equity, real estate, and banking. Additionally, VinaCapital’s fund managers provided updates on their performance over the past year, as well as their views on the opportunities – and their strategies for capitalizing on them – over the next 12 months.

October 25th, 2017|