February 2016, Modern Investor (Print): ”Good Morning Vietnam”

2016-06-29 18:40:12

The article profiles Vietnam as an investment destination. Asean Investment Management is featured as an example of the firm that has successfully invested in Vietnam, with David Roes highlighting that back in 2011 “Vietnam was a screaming buy based on relative valuation.” He goes on to praise Vietnam’s disconnection from the struggles of emerging markets, discuss his top stock, API (Asian Pacific Investment Corp), before concluding that his fund is continuing to look for alternative sectors and opportunities in Vietnam, a country that has proven to be a very profitable investment destination for Asean.   You can read the article by opening the attached PDF.