Some how I missed this one. I'm bullish on Vietnam too. Unlike the Philippines which exports Amahs, Nurses, etc, and has never broken out of the colonial slave mentality, Vietnam supplies workers to Japan, Korea, and Taiwan, and repatriates back trained skilled workers. Eventually it will move up the ladder, and as long as it is able to successfully repatriate them then the economic ability of Vietnam will grow.
Some how I missed this one. I'm bullish on Vietnam too. Unlike the Philippines which exports Amahs, Nurses, etc, and has never broken out of the colonial slave mentality, Vietnam supplies workers to Japan, Korea, and Taiwan, and repatriates back trained skilled workers. Eventually it will move up the ladder, and as long as it is able to successfully repatriate them then the economic ability of Vietnam will grow.
Good work ethics, sensible governance model, unique geopolitical positioning that looks set to be the net beneficiary of US-China competition.