Eastspring Sees Opportunities in Vietnam Stocks

The video discusses the promising performance of Vietnam's market, highlighting its growth and investment potential despite being underinvested. It also covers China's economic outlook, focusing on expected GDP growth, manufacturing activities, and the impact of fiscal policies. Additionally, the video compares US and Asian market valuations, suggesting potential capital shifts due to interest rate changes and a weakening US dollar.

What factors contribute to the Vietnam market being considered an untapped market?

How has the performance of the Vietnam market been described in comparison to historical averages?

What potential risks are associated with investing in the Vietnam market?

What are the expected GDP growth rates for Vietnam in the near future?

In what ways might the weakening of the US dollar impact Asian markets?