The firm’s gloomy outlook sees falling global growth the next two years with increasing concern over equities.
![](https://s34456.pcdn.co/wp-content/uploads/2019/11/GettyImages-502301813-640x360.jpg.optimal.jpg)
The firm’s gloomy outlook sees falling global growth the next two years with increasing concern over equities.
ETF inflows in recent years have made Vietnam’s large-cap stocks more expensive, according to Dragon Capital.
The main risk is not from the US-China trade tension, which Vietnam could actually benefit from, according to Quynh Le Yen, Ho Chi Minh-based portfolio manager at Dragon Capital.
One of SE Asia’s biggest asset managers has launched an actively-managed Ucits equity fund designed at international investors wishing to gain exposure to Vietnam’s public equity markets.
Part of the Mark Allen Group.