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The Financial Times: Alpha in Vietnam Edition




The Financial Times has an article on Vietnam's challenges post-national congress. Some key bullish themes are highlighted in the excerpt below:

     "Local brokers, who have some skin in the game – unlike their Hong Kong and Singapore-based counterparts – are even more optimistic.

Peter Pham, head of institutional sales and trading at VinaSecurities in Ho Chi Minh City, expects Vietnam’s central bank to continue tightening monetary policy and devaluing the Vietnamese dong, measures that he believes will see Vietnam hit double digit GDP growth by 2012.

     “Inflation will subside because of the tightening,” he said

He also expects net foreign investment inflows to pick up now that the party congress is settled and Nguyen Tan Dung, the prime minister, looks likely to stay on for another term.

Pham admitted that the macroeconomic outlook for Vietnam was “not pretty” but argued that the country was now at a “pivot point” and this was the best time for foreign investors to get in."





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Peter Pham is an author, international fund manager, and a registered financial director by the Cayman Monetary Authority (CIMA). In 2013 he published his first book entitled, The Big Trade: Simple Strategies for Maximum Market Returns. He currently manages the portfolio of a global hedge fund and runs an asset management company, Phoenix Capital.  (read more)

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