Mid-Year Strategy from Viet Capital

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July 21, 2016

Disclaimer: The opinions expressed herein are that of VietCapital and not of VietnamAdvisors. This is NOT a solicitation to buy or sell securities.

Will the VNI-Index Reach 700?

We are proud to present Viet Capital Securities’ Mid-Year Strategy report for the Vietnamese stock market. The report details Vietnam’s macro trajectory thus far, and the sectors that present the most lucrative investment opportunities. It compares the overall performance of the VNI-Index relative to other Southeast Asian indices, and lays out several ways the government can achieve the 6.2% GDP growth target despite roadblocks in fiscal policy.

General consensus agrees on a market that is approaching fair valuation, but that is still being propelled by technical and global market trends. The full presentation can be viewed below.

[slideshare id=64218294&doc=vcscmid-yearstrategy-160720183140]

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