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Diego Navarro

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Emerging Markets
equities
long-term
8/10

Vietnam: The Next Asian Tiger Is Already Running

February 6, 2026890 reads18 comments

7.2% GDP growth, a median age of 31, and massive foreign direct investment. Vietnam isn't an emerging market story for tomorrow — it's happening right now, and most Western portfolios have zero exposure.

Quick Take

Vietnam combines the demographics of a young population, the manufacturing shift from China, and a government actively courting foreign investment. This is the most compelling emerging market story of the decade.

#vietnam
#emerging-markets
#demographics
#manufacturing
#FDI

Investment Angles

$VNM
long
8/10
long-term

Broad Vietnam equity exposure via ETF

This content represents the published opinion of Diego Navarro and is provided for informational and educational purposes only. It is not a recommendation to buy, sell, or hold any security.

Discussion(18)

You
AR
Alex Rivera4h ago

Really well-argued thesis. The supply/demand data alone makes this compelling. I've been building a position in NEM for similar reasons.

JH
Jessica Huang2h ago

What's the biggest risk to this thesis? Seems like a sudden dollar strengthening or a deflationary shock could unwind the trade quickly.

MT
Michael Torres45m ago

I'd add that the geopolitical angle is underappreciated. Central bank gold buying isn't just about returns — it's about de-dollarization. That's a structural, not cyclical, shift.

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