Vietnam was one of the most successful countries at managing the pandemic and is one of the primary beneficiaries of the current trend for disinvesting in China. Many investors, though, still overestimate the risks of putting money to work in this vibrant southeast Asian economy.

In this episode, Chad Ovel, a partner at Ho Chi Minh-based Mekong Capital, gives us the inside scoop on what they're missing — and how the dramatic progress Vietnam has made over the past decade is just the first chapter in a multi-generational growth story.