Vietnam Market Dive, Bull (Education, FDI, Friendshoring) vs. Bear (Exit Pathing, Stock Market, Banking Liquidity), Anti-Corruption Campaign and Patient Capital
BRAVE Southeast Asia Tech: Singapore, Indonesia, Vietnam, Philippines, Thailand & Malaysia Startups, Founders and Venture Capital VC
English - March 19, 2023 21:00 - 37 minutes - 34.4 MBManagement Business Entrepreneurship Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
In this discussion, Jeremy Au and Valerie Vu explore the Vietnam market from both bull and bear perspectives. The bull case is supported by factors such as education, foreign direct investment, and "friendshoring," while the bear case highlights concerns about exit pathing, the stock market, and banking liquidity. The conversation also covers the potential impact of the anti-corruption campaign and the importance of patient capital in Vietnam's economic development.
"I hope to see more talents returning to Vietnam. I’m so impressed with Vietnam’s Gen Z but now they choose to start their careers in developed countries like Singapore, the US, and Europe. I spend a lot of time giving them advice on how to best move back to Vietnam and navigate the differences here. That's why I'm passionate about building a community and giving out the best educational content. I show conviction and build up their conviction for the country so they can return home to make an impact and build up Vietnam." Valerie Vu
"We get a lot of learning and inspiration from Chinese politics. China has also consolidated power and launched anti-corruption campaigns in the last eight years. Vietnam is also going through an anti-corruption campaign, but on a shorter timeline. Things might seem overwhelming for a lot of foreign investors, especially US investors who are not familiar with Asian politics. We want to attract more FDIs for the country, grow the economy, and improve Vietnamese people's lives." Valerie Vu
Read the transcript here at: https://www.bravesea.com/blog/vietnam-market-dive
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