Why Vietnam should form part of your frontiers exposure

FRONTIERS

Dominic Scriven, chief executive officer of Dragon Capital, explains why now is the time to add to the emerging Asian economy despite its recent dismal equity market performance.

Vietnam is not the first country that comes to mind when considering international investment opportunities. This is not only due to the fact that Vietnam is still considered a frontier market, but also because of its dismal equity market performance and macro volatility over the past four years. However, investors who are willing to add Vietnamese equity market exposure are set to be rewarded, especially if their investments are made before the economic reforms firmly take root. A frontier market such as Vietnam has a low correlation with developed markets, which provides good por...