Vietnam: Domestic Reforms Poised to Offset Trade-Driven Uncertainty
May 28, 2025 | Emerging Markets, Public Markets
Dominic Bokor-Ingram Senior Portfolio Manager for Emerging and Frontier Markets, discusses how Vietnam’s ambitious domestic reforms are set to offset global trade uncertainty and support sustained long-term growth.
While an uncertain picture across global trade remains a headline risk for the recipients of U.S. tariffs, Vietnam’s domestic policy momentum is poised to offset international factors with even conservative forecasts placing the country among top performers in GDP terms. This reinforces our constructive outlook on select Vietnamese equities, especially those in sectors and industries that are positioned to benefit from long term domestic policy shifts.
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