Vietnam ETF

In my opinion Vietnam will be the real growth tiger of Asia. Worldwide trading firms are always on the lookout for countries where manufacturing is still cheap.

Another point of concern in this quest for low manufacturing costs is the presence of a basic level of good infrastructure and a vibrant community that is motivated to enter an economic growth path.

So in short, one is looking for a country that can offer the right mix in low production costs and wages and a certain level of development. In this respect Laos, Cambodia and Myanmar have not entered that threshold. But Vietnam has.

There everything is in place for a rocket-like growth and in my opinion it will succeed. In a few years from now Vietnam will have emerged as a country somewhere holding the middle of Thailand and South Korea.

Another point worth noticing is that Vietnam is very busy in signing trade agreements which will enhance exports. Summing it up for Vietnam: it still has to offer very low wages and the right attitude and infrastructure for growth.

An extra advantage Vietnam has to offer is that it is almost the only country in Asia that has the right package. Other Asian countries have become too expensive and other countries are not ready to take off, so either way, it has to happen in Vietnam.

DB X-Trackers FTSE Vietnam UCITS ETF

The financial sector takes up a large share in this particular Vietnam ETF (over 60%). Industry takes up 15% and Consumer goods are good for only 10%. When you look at this spread you see right away that we are dealing with an emerging country and not a developed country.

If the latter were the case you would have seen a weighing of 30% for the financial sector and more than 20% for consumer goods. So massive chances for growth.

Looking at all individual Asian countries I myself have the highest expectations for Vietnam in the coming 5 to 10 years. By the way, the DB in this Vietnam ETF stands for Deutsche Bank.

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