Investment opportunities in Vietnam 2023

Vietnam has emerged as a hotspot for foreign investors in recent years due to its massive growth potential. We spoke to Quyhn Le Yen, Portfolio Manager at Dragon Capital, to understand the recent developments in the Vietnamese economy, the relations with China and investment opportunities in the Southeast Asian country. She talks about the reasons for the recent fall in the Vietnamese equity market, the opportunity in the current valuation of stocks coupled with economic growth prospects, the impact of the global economic slowdown, the troubles in the property sector, and the trade relationship with China.