CoreMacro Countries In-Depth

Vietnamese Stocks: An Alpha Opportunity

Rajeeb Pramanik, India, ASEAN, and EMEA Strategist

Emerging Markets Vietnam Frontier Markets

Published on

03 Dec 2025

We remain bullish on the alpha-generating potential of Vietnamese stocks over the medium and long term. But our negative outlook on global/EM beta makes us bearish on this bourse in absolute terms over the medium term.

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