Courtesy of The Financial Times (subscription required), an interesting look at Vingroup, a growing Vietnamese conglomerate which makes everything from smartphones to schools: Several weeks ago, I travelled east from Hanoi, through industrial estates and rice paddies, to the port of Haiphong in northern Vietnam. My driver took me over a causeway to Cat Hai […]
Read more »Via Investment Week, a look at Bangladesh, Sri Lanka, and Vietnam: The consumer boom in Asia shows no sign of slowing down. With more than half the world’s population, and home to over half of the world’s ten fastest growing major economies, Asia enjoys growth that the West can only dream of. And it is […]
Read more »Via The Wall Street Journal (subscription required), an interesting report on strong private equity investor interest in Vietnam: Global private-equity firms and sovereign wealth funds are pouring record sums of money into Vietnam, fueled by a loosening of ownership restrictions in the communist nation’s largest companies and accelerating economic growth. At least $3 billion worth […]
Read more »Courtesy of Barron’s, an interesting look at the Next 11: On a recent holiday in Vietnam, Cambodia, and Laos, I couldn’t resist thinking about these countries’ economic potential and ongoing policy challenges. After all, in 2005 my Goldman Sachs colleagues and I had listed Vietnam as one of the Next Eleven, or N-11, all countries […]
Read more »Via the World Economic Forum, commentary on the top 10 emerging markets of the future: A new report from BMI Research has identified the “10 emerging markets of the future” — the countries that are set to become new drivers of economic growth over the next 10 years. BMI estimates that these countries will cumulatively […]
Read more »Via The Economist, a look at why foreign firms and investors are cheerful once more about Vietnam’s prospects: WHEN he left a job in banking to join a “company that sells fish sauce” in Vietnam, Michael Nguyen’s parents wondered if he was throwing away a lucrative career. Now a big cheese at Masan Group, one […]
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