News & Publications

Coronavirus Updates

When America Sneezes

The phrase “when America sneezes, the world catches a cold” alludes to the notion that other nations tend to follow the US, be it for good or bad. Notwithstanding the pun related to the pandemic, equity market direction around the world has been influenced by sentiment on US equities. Ismael Pili, VinaCapital’s Head of Research, explains that those offshore equity investors considering investing in Vietnamese stocks as part of an “off-index bet” might want to consider three thematic buckets: early stage recovery plays, infrastructure, and ‘defensibles’.  Read more for specific sector plays.

May 25th, 2020|

Restarting Tourism in Vietnam

Tourism an important part of Vietnam’s economy, but it is critical that the sector re-open in a way that protects the health of Vietnamese citizens and foreign visitors. Could “Safe Haven Tourism” be the key? Read more about our thoughts about that idea as well as ways to promote domestic tourism in our latest note and in a video presented by Don Lam (at right).

May 15th, 2020|

Boosting Vietnam’s Economic Growth

With public health measures being relaxed in Vietnam, the Government is now looking to re-start the economy. We offer our thoughts in this note and in the related video presented by Don Lam, VinaCapital Co-Founder and CEO.

May 04th, 2020|

Promising Sectors for Investment in Post-COVID Vietnam

In Part 2 of his presentation to the Seoul International Finance Forum, Don Lam provided an overview of some of the sectors that should be attractive to investors as well as some of the factors they should consider when evaluating investment opportunities and tips for successful investment in Vietnam. View Part 2 of the video to the right.

April 27th, 2020|

Investment Opportunities in Vietnam, Post-COVID-19

Don Lam, VinaCapital Co-Founder and CEO, recently spoke to a group of Korean investors via video regarding Vietnam’s efforts to manage the COVID-19 outbreak, how the pandemic will affect the economy, and investment opportunities now and once the pandemic subsides. This is part 1 of an abridged version of the presentation he delivered to the Seoul International Finance Forum on 22 April 2020. Click the video on the right side of the Coronavirus update page to view Don’s presentation.

April 27th, 2020|

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