On this weblog I’ve talked about beforehand a put up I made on the In search of Alpha web site in early 2019 when on the time I believed the sizeable falls in Vietnam shares made them a shopping for alternative. Does an analogous alternative now exist right this moment?


A few weeks into July this 12 months I now discover the falls within the VN-Index are of comparable magnitude. I additionally assume now represents shopping for alternative. I made a decision to jot down an replace for In search of Alpha on the VinaCapital Vietnam Alternative Fund.

Because of the tips from In search of Alpha once I allow them to have unique entry to the article I can’t copy and paste the whole article right here.

Nevertheless I can present a really temporary excerpt and hyperlink to the article. It’s my understanding that those that are free members of In search of Alpha have entry to about 5 articles a month earlier than the paywall comes up. Subsequently I believed it was helpful to share the hyperlink on my weblog right here, accurately easy to enroll in the event you haven’t already bought entry. Apologies although in the event you occur to not need to be a free In search of Alpha member or have hit your article restrict in the intervening time.

Nonetheless I believed my readers may be serious about my perspective with the Vietnam inventory market falls of 2022 in contrast with different years, so I assume you continue to get a really feel for the conclusion I’m reaching.

In all probability the primary purpose in giving the article to In search of Alpha as my weblog hardly has any viewers so I don’t get any feedback pushing again with the bearish case. Whereas In search of Alpha has a really massive viewers to achieve. The web being the web there’s a honest probability many commenters there may need to decide holes in all my arguments!

As an investor, it’s at all times good to concentrate to the opposite sides of your funding place.

Under is for individuals who can entry and have an interest:

VinaCapital Vietnam Alternative Fund: One other Vietnam Market Correction, Purchase The Dip


  • Vietnam’s inventory market has suffered a considerable decline within the first half of 2022, for causes to not be too involved with.
  • From a quantitative viewpoint and development outlook, Vietnam shares are low-cost.
  • Vietnam more and more is seen as a pretty location to ascertain a producing base.
  • The low cost to NAV for the VCVOF CEF stays huge regardless of the benefits in comparison with Vietnam ETFs.

I final mentioned VinaCapital Vietnam Alternative Fund (OTCPK:VCVOF) again in 2019. In my previous article, I centered extra on the longer-term historical past of the fund and macro drivers in Vietnam. On the time, Vietnam shares had corrected some 25%, so buyers shopping for the dip again then would have achieved fairly good returns by now.

Now, a equally engaging entry level into the inventory is opening up due to massive declines in Vietnam shares in 2022. I shall now concentrate on a few of the key occasions which have unfolded during the last three years that also favor publicity to Vietnam shares through this fund.

Why are Vietnam shares falling in 2022?

Within the first six months of 2022, the VN-Index fell circa 20%. Whereas Vietnam shares have largely mirrored the falls seen on Wall Avenue this 12 months, there are additionally native elements at play. I shall now listing such elements which have contributed to the falls.


To continue reading click here..

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This web site represents my opinions, which can not replicate these of In search of Alpha, and doesn’t represent an funding advice or recommendation. 


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