With the U.S.-China trade war showing no sign of abating and ongoing COVID-19 imposed shutdowns, the need to diversify global supply chains has never been more acute. WingCapital Investments' Vincent Yip believes Vietnam is the best positioned of the world's emerging economies to be the beneficiary of the inevitable move away from China. Vincent is playing his thesis via the VanEck Vectors Vietnam ETF (VNM). He joins Let's Talk ETFs to walk listeners through the long case for the world's 15th most populous country.
Show Notes

3:00 - A continuing look at the on-the-ground economic situation resulting from COVID-19: Tokyo, Japan

8:30 - Why have Vietnamese equities performed so poorly given the continued strength of the Vietnamese economy?

13:00 - A stronger Vietnamese dong should lift the country's stocks

16:00 - Countries that have gone from net importers to net exporters: The cases of Malaysia and Thailand

22:00 - As supply chains diversify away from China, Vietnam is poised to benefit

25:00 - Beyond Apple: Other multinationals establishing footholds in Vietnam

27:00 - Going under the hood of VNM's top holdings 

32:45 - Is VNM's 25% allocation to real estate a good or a bad thing? 

35:30 - Is Vietnam's financial sector up to the task of powering its continued growth?

37:00 - Understanding the time horizon for the long case for Vietnam and VNM


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