Tag Archives: VNM
The frontier beyond BRICs: an introduction
There was fast money, mid-term investing, long term investing. Then came BRICs, and then CIVETS (Colombia, Indonesia, Vietnam, Egypt, Turkey, South Africa) made their debut back in late 2009, to now even longer term plays known as frontier markets (encompassing 26 countries) with arguably everything in between.
Best of the Monday web
European concerns reignited over the weekend as France’s Socialist Party candidate won the first round elections and the Euroskeptic National Front Party fared particularly well; elsewhere, the Dutch government dissolved as the result of budgetary squabbles. Neither development bodes well for European markets going forward.
Best of the Tuesday web
Global growth concerns and fretting over the sustainability of U.S. job growth pressured the markets today causing a steep sell-off.
Vietnam offers high growth, high inflation
Vietnam (VNM, quote) has recently captured the attention of investors because of its sizable population of 90 million and its rapidly growing middle class. Because Vietnam’s population is disproportionately young – more than half the country is under 30 — this market-socialist nation will likely benefit from a demographic dividend.
Meet the Southeast Asian ETFs
Investors seeking exposure to the explosion of middle class growth in frontier and emerging markets have started to turn their attention to Southeast Asia. Here are a few of the ETFs that focus on countries in this region.
Maplecroft ranks the most risky emerging markets (VNM, TUR, GULF)
Bloomberg reports today that Maplecroft consultants has ranked Saudi Arabia, Turkey, and Vietnam the riskiest of 15 major growth economies.