Via Atradius, a report on the most promising emerging market opportunities in 2020: Summary Despite ongoing trade disputes and increased geopolitical uncertainty, there remain several bright spots for export opportunities in emerging markets Brazil, Colombia, Kazakhstan, the United Arab Emirates, Senegal and Vietnam shine in 2020 as markets with strong growth prospects and limited vulnerability […]
Read more »Via TechInAsia, a look at Vietnam’s potential to be the next big Asian economic success story Several batches ago, we started to see a steady influx of Vietnamese founders applying to our AppWorks Accelerator. It was a rather curious phenomenon because at the time, we had only begun expanding our scope outside of Taiwan to include […]
Read more »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 […]
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