Tellimer CEO and co-founder Duncan Wales discusses Vietnam with Hasnain Malik, Head of Frontier Markets Strategy at Tellimer, who had just touched down in Ho Chi Minh city.  They discuss investability, market performance, geopolitical positioning and investment opportunities in one of Asia's most dynamic economies: demographics, GDP growth, recovery after COVID, economic setbacks and their context, the ongoing tension between China, the US, and Taiwan, and the impact of these factors on attracting investors into the SE Asia region.

For more emerging and frontier market content, make sure to follow The Emerging Markets Podcast by ⁠⁠Tellimer⁠⁠, the single point of entry to EM/FM research and data. Edited and produced by Ella Ryan.

The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions.

This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.