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Monetary Matters with Jack Farley

CHAPTER

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.

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