Month: June 2019

Vietnam: Investing in Export-Led Growth

Vietnam is already rapidly industrializing and reducing barriers to trade. However, it is still a frontier market with low prices and abundant opportunities for value investors. Vietnam’s GDP increased by 7.1% in 2018 and The Asian Development Bank forecasts continued strong growth of 6.8% in 2019 and 6.7% in 2020. […]

Niche Private Equity Opportunities in Asia

Although Asia still presents opportunities, excess returns are becoming more difficult to find as markets continue to develop. Growth is increasing in less developed countries, while former leaders are slowing down. Most notably, China’s GDP growth rate fell from above 14% in 2007 to below 7% in 2018. The days […]