Jacqueline Broers, Deputy Portfolio Manager at Utilico Emerging Markets Investment Trust (UEM), assesses Vietnam’s economic fundamentals and investment opportunities.
The Utilico Emerging Markets Trust investment team recently travelled to Vietnam to see the growth potential of the Vietnamese economy first hand.
In this report she highlights why she believes the population dynamics should bring investment opportunities across telecoms, utilities and infrastructure sectors.
Investors will learn:
- What the trend in urbanisation delivers for investors
- Why consumption will increase over the next ten years
- What the key foreign direct investment opportunities are
- How the Vietnam manufacturing sector compares to China
