Vietnam’s next investable consumer theme may not be another retail channel, delivery platform, or digital wallet. It may be the infrastructure of care itself. For…
Dealflow
Southeast Asia's economic story is frequently told through its export prowess, its digital economy surge, and the rise of its consumer class. Yet beneath these headline narratives…
Vietnam’s investment story is usually framed through manufacturing relocation, foreign direct investment, and the rise of its export economy. Yet the next phase of the…
Vietnam’s economic rise has been defined by manufacturing scale, export competitiveness, and sustained foreign direct investment. As the country approaches middle-income maturity, its next phase…
Driven by restrictive monetary policies, a wave of distressed M&A is accelerating in Vietnam. Foreign Private Equity (PE) funds are currently executing a systemic, quiet…
From Digital Infrastructure to Institutional Capital
Vietnam’s economic ascent has historically been powered by export manufacturing, labor arbitrage, and foreign direct investment. Yet as the country advances…
