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Emerging Market

Location

Vietnam

Date

September 2025

Project type

Finance

Background

By September 2026, Vietnam will be updated to "Secondary Emerging Market" status by FTSE Russell. This indicates a new opportunity for investors who would like to be included in the first wave of high growth potential, supported by the Policy Reform, Doi Moi 2.0 in Vietnam.

This is where I will learn about emerging markets, Vietnam especially, mainly though a collection of practices (financial modelling, and reading companies financial reports). I will cover different sectors: industrial, banking, real-estate, tech, and more.

    Description:
    I will pick a few famous and big players in each industry and try the best to learn about that industry. Below are the information based on different sectors and my humble opinion about each company and its industry.

    1. Industrial (Duc Giang Chemicals):
    - Read more about it here: https://www.vanthelearner.com/post/the-dominance-of-vietnam-in-yellow-phosphorus-based-chemicals-duc-giang-chemicals

    2. Banking & FIG (Vietcombank?):
    (Incoming...)

    3. Consumer Discretionary (MWG?):
    (Incoming...)

    4. Real Estate (Vinhomes?)
    (Incoming...)

    5. Tech (FPT?)
    (Incoming...)
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