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New research from Dragon Capital, incorporated in 1994 and managing US$5.5bn of public equity in Vietnam, reveals that almost nine in ten (87%) professional equity investors think that inflows into emerging market equities will increase over the next three years and nine in ten (90%) predict their fund allocation to emerging market equities will be overweight by the end of 2025.
Ms Quynh Le, Portfolio Manager of Dragon Capital’s Vietnam Equity (UCITS) Fund, said: “Our research shows that professional investors are confident about the future growth of emerging and frontier market equities, and fund managers are shifting their allocations to ensure they benefit from this. Vietnam stands out as a significant investment opportunity. The VN Index has a 2024 forward PE of...
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