Monetary Matters with Jack Farley cover image

To Zero and Beyond | Building Muddy Waters Capital with Carson Block | Other People's Money with Max Wiethe

Monetary Matters with Jack Farley

00:00

Investing in Vietnam: Navigating New Frontiers

This chapter examines the shift of short activist investors towards new long investment strategies, specifically in the emerging market of Vietnam. It discusses the evolving perceptions of China and its economic implications post-COVID-19, as well as the potential benefits for Vietnam as it attracts redirected foreign direct investment. The chapter also delves into the complexities of the mining sector, emphasizing the importance of due diligence and data analysis in uncovering viable investment opportunities.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app