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some considerations on ETFs / mutual funds: * VXUS: International as mentioned in another comment. Performed much better than SPY in 2025. * VYMI: Similar international exposure but I believe with a stronger dividend presence. Likewise much better than SPY last year. * EWJ: Japan - also performed well and many analysts are calling for strong GDP performance from Japan in 2026. * VGK: Europe-focused fund returning near 50% over 1 year (really puts into perspective how poor the US has done). * EWY: South Korea - blew up last year as this is *highly* dependent on microchips but does give some external US exposure. * VNM: Vietnam - a true "developing" play but if one follows the talk about where many people are traveling, then it's not a bad idea to let some money invest there.
VNM is a good index it’s done crazy wild swings recently with tariffs
Quick search gave me VNM and VNAM. I always base performance off the 500 and these are underperform in the 5 year.
I've been where you are, and I could just tell you to stop, but you won't. No offence meant, we've all had to try it. If this journal will be a page-per-day kind of thing, go out about 6 months and pencil this in: "Buy Calls at 80-delta on quality underlyings. At least 3 months out, but a year is better." Then try to forget that and do your best with CSPs (and the CCs you should try to avoid, ala u/ScottishTrader, but won't always be able to). When you tally up your performance at that 6m point, compare it to any of these ETFs from now till then: XME, VNM, SIL, GDX, MAGS Nothing especially special about those 5, they're just going up smoothly over the past 5 months since Liberation Day. Calculate each one's 6-month returns, average them out, then multiply that by 4. Because that's the *minimum* multiplier you would've gotten from 80-delta Calls on them. Good luck on your journey! (And just to hold myself accountable, I'm going to put a 3-month RemindMe on this. 3 months because it will be long enough to prove the point, and short enough that I *might* remember what I was talking about.)
One takeaway, where even China outsources to Vietnam because it's labor's so cheap, this'll be a huge boom to Vietnam's economy as America shifts to them from China - VNM, I wish there was a leveraged version.
Exactly. The VNM book was written for their grad students at the time, because that was all that was known in the field. Now those topics would be roughly covered in a single semester for a sophomore student. Maybe not in as much mathematical rigor, but close enough. Even Mankiw's micro 101 book covers Nash equilibria for a few pages.
Fudenberg + Tirole is a graduate/upper-undergrad book that would be pretty comprehensive. Osborne maybe is a bit more for undergrads. There's also Kreps' book as well but it's pretty old at this point. However there are also a number of economics professors at top departments who've compiled their own notes and posted them online for free. You could just search "graduate game theory notes" online and probably find several different ones that cover the topics in an approachable way. Even if you aren't a graduate student, as long as you've taken calculus and analysis it will probably be understandable. The VNM book was written for the graduate students of their era so I don't think this is a reach. For the Trueman book, this would probably be covered by more recent books on mathematical methods. You're mostly looking for something to cover basic probability and linear programming.
They don’t even need to be supplemented, new books will literally cover all the material in these books and then plenty of other topics. Fudenberg and Tirole or Osborne would literally cover everything in the VNM book and then plenty more. This VNM book literally came out before VNM’s axioms were published, lmao. There are few old textbooks that really stand the test of time, and that’s because newer textbooks tend to build on old ones as the material becomes more approachable by a wider audience. I have a graduate statistics textbook from the 1930s that someone gave me and it’s actually pretty interesting how much was yet unknown back then. Nowadays that book’s contents would probably be suitable for a second- or third-year undergrad. The only old textbooks I can recall using that come to mind are mostly from my first-year graduate work, and that’s mostly because the material from those books is still just slightly too niche to be useful for undergrads yet. They probably will become undergrad books in the next 20 years or so.
I sold about half of my holdings 2/3 the way down after L-Day. I was 100% US equities. I am now about 30% US equities and 30% international — VXUS mostly, but ~4% FRDM (liberty emerging markets), ~3% EUAD (Euro Defense), ~1% each in FLMX (Mexico), FLIN (India), and VNM (Vietnam). I am ~5% IAUM (gold) and ~36% cash or treasuries.
>Almost half of the sp500 return in those years are due to the mag7 and other tech stocks "the returns of the index are due to their constituents, what do you say to that??" >all it takes for the castle of cards to fall is other countries tech companies starting to take bigger market shares or us companies splitting and creating siblings companies abroad, listed in foreign markets, so boosting those markets something something crash coming something something BRICS era something something They won't. A basic facet of capitalism is that capital begets more capital. Sorry, there is no EM that rivals US companies and their ability to print cash, besides China if they can institute market reforms and free up their companies from being under the party thumb. AMZN just decided to do ad revenue one day several years ago and now rakes in $50B+ a year. NVDA willed the AI boom into existence. AAPL's bought back more shares than the size of some countries entire exchange. TSLA went from an inch away from bankruptcy in 2020 to having the best selling car in the world. There is no market outside the US that has titans that can stay nimble and mint cash like they're a central bank Most US companies are cross-listed on foreign markets anyways. I can buy AAPL in the US or APC in Germany or OR2V in London. There's no more Irish loophole for companies to take advantage of DLC's don't result in mismatched pricing, shareholders have claims to the exact same cash flow minus currency differentials so I have no idea what you're talking about in your hypothetical >Indonesia, Vietnam or even fucking Peru market before yapping EIDO looks like shit VNM looks like shit EPU is almoooooost back to where it was 15 years ago, what an excellent find US is unmatched and you're just going to have to get over it. Most efficient capital market by far with structural components that aren't found elsewhere. There's 70,000,000 people in the US that put money into the market every 2 weeks just by virtue of being employed (not to mention other massive buying outside of 401k's), there's another $1T of annual buybacks, and a million other things that cause line go up EM is and will be relegated to being a hedge that people are embarrassed to talk about being invested in outside of gold bug circles. China is the only other one worth sniffing and I'm not going to buy Chinese companies if the people living their don't even want to buy Chinese stocks
Tl;dr correction by or around 2030 is what I think, trump or not. I’m investing still but also building cash more than usual. The market has inventory right now of a lot of goods bought at pre-tariff cost, meaning no need for retail raises YET, for many companies selling every day or residential items. As the tariff negotiations continue, some companies are in a holding pattern on new product launches and those with standing demand for products are fighting the suppliers and overseas partners to eat cost or investing in ways to manufacture with less tariff implication, I promise you that, be it trade compliance or cost of product related. Even if tariffs “work out” sooner rather than later and end up just a bit more than before or at some acceptable level, companies will be making moves to avoid potential future turbulence and diversify against future potential headwinds, if you will… I think a larger correction is imminent by or around 2030, tariffs or not, trump or not, no matter what anyone says. I’m STILL investing every month, but also building cash to either buy my first home or invest heavily when it happens. The first time around with trump tariffs during 1st presidency term, the company I worked for did not bring a lot of manufacturing to US. We moved from CN to VNM and Thailand and other countries like that. Then, before I left that company midway through 2023, we brought production of certain products to our US plants. I know because I was the PM over this category. It was awesome to lead but not all parts are made in USA. One of the biggest things was getting legal on board with how we classified the product COO. “Assembled in USA using globalized parts” was the term we used, but helped keep 3 lines up and running still today… I’m getting away from your question but felt like sharing at least this much…
The wikipedia article is quoting the IMF. I found the IMF data first on theie website but wiki also had the historical data and had a more convenient presentation. https://www.imf.org/external/datamapper/HH_LS@GDD/CAN/GBR/USA/DEU/ITA/FRA/JPN/VNM
It seems hard to invest in individual stocks in Vietnam. I can't with my broker. I just used VNM for an ETF.
I'm heavy in the Vietnam ETF (VNM) I just want it to shoot up overnight so I can wake up and shout "Good Morning Vietnam!"
VNM is a great ETF right now
Vietnam ETF is one of my favorite plays right now (VNM)
I'm once again very happy to have half my whole port in VNM (Vietnam), EIDO (Indonesia), EPHE (Phillippines), THD (Thailand), and EWM (Malaysia) All the SE Asian country ETFs. All positioned to gain on what I believe will be a near-total decoupling of trade between the USA and China
Vietnam (VNM) Indonesia (EIDO) and Malaysia (EWM) ETFs have all been getting a strong bid. Vietnam is leading but all 3 held up on Thursday and moved up strongly today.
I'm heavily investing in Vietnam on the policy actions of the USA. Backed up the truck to buy the VIetnam ETF (VNM)
I like VNM a lot right now. When China stayed locked down in 2021 the Vietnam ETF mooned. And it's near a 3 year low at the moment but hot today.
I'm going to be watching VNM and VNAM, if by tomorrow morning it looks like Pooh Bear is still digging a hole (likely).
This is pretty perfect for Vietnam, who will get some time to woo supply chains from Gina with a lot of help. I loaded up on the ETF VNM which is up 12% today but still well below the highs of Feb
Shorting vietnam has to be the easiest trade $VNM
I've got money in GXC. Decent dividends and I'm okay with the risk level. I would suggest looking into Vietnam. Companies are moving production there to try and skirt the tariffs. Not only that, they've been picking up quite a bit of business from China itself. I have some money in VNM too. Look into that one too and see if it works for you. Never a bad idea to diversify. I know people who went all in on tech and they have not been having a good week.
I love PFE, especially with that dividend. I already own alot. Would likely buy more if it dips further. Some of my other favorite plays (all at long-term multi-year holding windows): - CMG: This one just always produces. It just had a monster earnings report and sold off for some reason - EWW: Mexico ETF sold off on the new corrupt president. Glad to get in on the cheap. Favorable demographics (age distribution) + nearshoring are someday going to make Mexico the next economic powerhouse. The anti-capitalist leadership will likely hold back much of what "could have been", but there's too many favorable conditions in play for that to hold it back permanently. - VNM: My "lesser" international play. I don't have as much faith in Vietnam as Mexico, but the demographic curve is definitely there as well. And their labor is dirt cheap - VALE: Too much value here, especially if their dividend is maintained. Tends to be cyclic...I'll get in on the bottom - IWM: had a bit of a run, but still cheap. Smallcaps are still cheap - LGIH: somehow didn't participate in the homebuilder run-up...good value here in a sector that is guaranteed to produce with rates falling in the near term - TAN (or any other green index): Green stocks are stupid cheap. Similar to above, they're going to be a good investment in a declining rate environment, AND the Inflation Reduction Act just dumped a ton of govt cash their way
XAR ITA PPA VNM (remove the war ETF which has 20% BA - forget which one it is)
INDA is my goto India ETF. I have MEXX for Mexico, and VNM for Vietnam. Those are my 3 international holdings, as they all have a good demographic curve, excellent growth prospects, and stand to replace a good chunk of China in the supply chain.
A few ideas: 1. Short Chinese stocks: You can short-sell Chinese stocks or invest in inverse ETFs that are designed to profit from the decline of Chinese equities. For example, the ProShares Short FTSE China 50 ETF (YXI) or the Direxion Daily CSI 300 China A Share Bear 1X Shares (CHAD) are inverse ETFs that could benefit from a decline in Chinese stocks. 2. Invest in alternative emerging markets: Diversify your portfolio by investing in other emerging markets that could benefit from a potential decline in China's economy. Countries like India, Vietnam, and the Philippines may see increased investment and growth as companies shift their production away from China. You can invest in ETFs that focus on these countries, such as the iShares MSCI India ETF (INDA), the VanEck Vectors Vietnam ETF (VNM), or the iShares MSCI Philippines ETF (EPHE). 3. Bet against Chinese real estate: If you believe that the Chinese real estate market is overvalued and due for a correction, you can short-sell stocks of Chinese real estate companies or invest in ETFs that have significant exposure to the Chinese real estate sector. For example, you could short-sell stocks like China Vanke Co. Ltd. (000002.SZ) or China Evergrande Group (3333.HK). 4. Invest in commodities that could benefit from a Chinese slowdown: If China's economy slows down, it could lead to a decrease in demand for certain commodities, such as industrial metals. You can invest in ETFs that focus on these commodities, like the Invesco DB Base Metals Fund (DBB), which could potentially benefit from a decline in demand for industrial metals. 5. Invest in safe-haven assets: If you believe that China's economic issues could lead to global market instability, you can invest in safe-haven assets like gold or U.S. Treasury bonds. You can invest in gold through ETFs like the SPDR Gold Shares (GLD) or buy physical gold. For U.S. Treasury bonds, you can invest in ETFs like the iShares 20+ Year Treasury Bond ETF (TLT) or the iShares 7-10 Year Treasury Bond ETF (IEF).
Loads of folks here saying they were hoping for specific ideas. Here are a few: 1. Short Chinese stocks: You can short-sell Chinese stocks or invest in inverse ETFs that are designed to profit from the decline of Chinese equities. For example, the ProShares Short FTSE China 50 ETF (YXI) or the Direxion Daily CSI 300 China A Share Bear 1X Shares (CHAD) are inverse ETFs that could benefit from a decline in Chinese stocks. 2. Invest in alternative emerging markets: Diversify your portfolio by investing in other emerging markets that could benefit from a potential decline in China's economy. Countries like India, Vietnam, and the Philippines may see increased investment and growth as companies shift their production away from China. You can invest in ETFs that focus on these countries, such as the iShares MSCI India ETF (INDA), the VanEck Vectors Vietnam ETF (VNM), or the iShares MSCI Philippines ETF (EPHE). 3. Bet against Chinese real estate: If you believe that the Chinese real estate market is overvalued and due for a correction, you can short-sell stocks of Chinese real estate companies or invest in ETFs that have significant exposure to the Chinese real estate sector. For example, you could short-sell stocks like China Vanke Co. Ltd. (000002.SZ) or China Evergrande Group (3333.HK). 4. Invest in commodities that could benefit from a Chinese slowdown: If China's economy slows down, it could lead to a decrease in demand for certain commodities, such as industrial metals. You can invest in ETFs that focus on these commodities, like the Invesco DB Base Metals Fund (DBB), which could potentially benefit from a decline in demand for industrial metals. 5. Invest in safe-haven assets: If you believe that China's economic issues could lead to global market instability, you can invest in safe-haven assets like gold or U.S. Treasury bonds. You can invest in gold through ETFs like the SPDR Gold Shares (GLD) or buy physical gold. For U.S. Treasury bonds, you can invest in ETFs like the iShares 20+ Year Treasury Bond ETF (TLT) or the iShares 7-10 Year Treasury Bond ETF (IEF).
Anyone know what happened to VNM today?
My holdings in a Vietnam stock market ETF (VNM) have now outperformed QQQ over the last 6 months 
SE Asia will probably do well over the next few years I think. I’ve got some VNM and EWJ (Korea) bought earlier this year
Bro I bought 100 shares of VNM (Vietnam stock market ETF) as a meme to donate to charity… It’s historical performance sucked for like the past 10 years but this shit is going parabolic now 
Your only real option from the US is VNM. There are some routes to get hold of Vingroup, Vinhome, and Novaland too.
Pro: I think companies are looking at Vietnam for the next hot spot in manufacturing. Cons: From the little research I've done, the government and business in the country is still laced with curruption. I've been watching VNM which is up 10% in the past month, though flat for the past 6M.
Depends on what your risk tolerance is. I think Van Eck still has the VNM fund so you don’t have as much liquidation risk but it’s still there.
> Focusing on long-term growth, shifting political tides, and a bit of portfolio diversification. **1.** When we talk about **Diversification**, the most **Important Measure** here, its the **Level of Correlation** between that Assets we pick [Ray Dalio explaining Diversification and the Portfolio Balancing Risk - VIDEO](https://www.youtube.com/watch?v=Nu4lHaSh7D4) $VNAM and $VNM are Highly Correlated (0.90) *Unfortunately $VNAM doesn't have much history* [Matrix of Correlation](https://www.portfoliovisualizer.com/) 👇 https://preview.redd.it/yn40o9f7kseb1.jpeg?width=1897&format=pjpg&auto=webp&s=e5a15e88d4df57757aee5debc7c67facaad09a7f
I have had more international exposure this year than ever before. I don't like China generally but do have an average sized position in PDD. I like how far they have distanced themselves from the CCP. I have average positions in India INDA, Mexico EWW, Brazil EWZ. And then some small positions in Chile ECH, Vietnam VNM, and Poland EPOL.
I've been big on internationals for a couple months. INDA, EWW, EWZ, VNM, ECH, EPOL. Weaker dollar helps all these.
Vietnamese stocks are breaking out! Long awaited move out of a trading range rewards those who had faith in this China alternative. VNM is the ETF play
I'm just in INDA. like all the manufacturing moving there. Also look at VNM for Vietnam, EWW for Mexico, and EWZ for Brazil.
Vietnamese stocks are on the rise today VNM is a good play to capitalize on the economic breakup with China
Accumulating more into my VNM position. It's about to golden cross. Macro wise tons of manufacturing is pouring out of China into Vietnam. Want to wait out US market uncertainty rn.
Opened a large position on VNM rn. Ukraine war is headed to the resolution, betting on cooling tensions and return to normal global trade + flow of capital.
Vietnamese stocks VNM Good play as stuff moves away from China
Last year India was the big winner as people didn’t want to invest in Red China. This year Vietnam wins on massive production shifts. VNM is an ETF play.
How about Vietnam? VNM?
I own a pathetic position VNM. The expense ratio is hardly the problem. It is not super liquid so you will probably pay more on spreads in and out. If you really needed to dump out at some point I don't think it would take that much to move the market way more than the expense ratio. My position is a joke. Can't even get filled sitting on the bid for one share quickly. This is just from being spoiled by our deeply liquid markets though.
That's because Vietnam's economy hasn't performed well over the last 13.5 years - or at least, the part exposed to the country's stock market has not. Vietnam is one of the emerging economies people have a right to be excited about. It's got one of the most bullish cases for an emerging market out there - and if you think that those stock holdings in VNM will benefit then it is worthwhile to consider. Putting more than 5% of one's investments in it would be insane though.
I once was of the exact same mindset, and still am. But I agree with other commenters that just because Vietnam's GDP grows each year, that does not automatically corelate to the Vietnamese stock market, meaning your opportunity with $VNM is pretty limited. During covid the Vietnamese government cut interest rates and the stock market went on a run domestically which I did make a little money in with VNM. But since then, current interest rates are high and I think you see that in the Vietnamese markets going down. The only way you'll see growth with VNM is if the Vietnamese people starting buying stocks domestically because foreigners are, to my knowledge, severely restricted from doing so. And the Vietnamese don't trust the stock market. Too many pump and dumps and scams that have cost too many people too much money. Viet people invest in real estate, condos, gold and USD. Keep your eye on Vietnamese interest rates domestically, if they fall bigly, VNM will likely go up as domestic Vietnamese people chase dividend yield on the stock market. But for now, bank deposits are serving them just fine it seems.
Had VNM sold it... bought INDA... an Indian ETF... think there is more upside there but could be wrong.
VanEck Vietnam ETF (VNM) Performance Over One-Year: -23.8% Expense Ratio: 0.59% Annual Dividend Yield: 0.34% Three-Month Average Daily Volume: 212,452 Assets Under Management: $381.1 million Inception Date: Aug. 11, 2009 7 Issuer: VanEck
VNM and VNAM are Vietnam ETFs. Had rough 2022 but you could be right. Made money in emerging markets in early 2000s after tech bubble.
>I think that the situation with China is getting worse, and I believe that there is an opportunity to take advantage of this shift. I like VNM and EWY as potential plays on this theme.
**User Report**| | | | :--|:--|:--|:-- **Total Submissions**|1|**First Seen In WSB**|3 weeks ago **Total Comments**|619|**Previous Best DD**| **Account Age**|1 month|[^scan ^comment ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_comment&message=Replace%20this%20text%20with%20a%20comment%20ID%20(which%20looks%20like%20h26cq3k\)%20to%20have%20the%20bot%20scan%20your%20comment%20and%20correct%20your%20first%20seen%20date.)|[^scan ^submission ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_submission&message=Replace%20this%20text%20with%20a%20submission%20ID%20(which%20looks%20like%20h26cq3k\)%20to%20have%20the%20bot%20scan%20your%20submission%20and%20correct%20your%20first%20seen%20date.) ^^[**Discord**](http://discord.gg/wsbverse) ^^[BanBets](https://www.reddit.com/r/wallstreetbets/wiki/banbets/) ^^VoteBot ^^[FAQ](https://www.reddit.com/r/wallstreetbets/wiki/votebot/) ^^[Leaderboard](https://www.reddit.com/r/wallstreetbets/wiki/leaderboard/) ^^- ^^[**Keep_VM_Alive**](https://www.patreon.com/visualmod) >TL;DR: I think there is an opportunity to take advantage of the shift in manufacturing away from China. I've been looking at a Vietnam ETF VNM and a Korean ETF EWY as potential plays.
"Brazil... the country of the future.. and always will be." as the saying goes. You have endemic corruption, violence and the ever present South American inflation... although Brazil did really well on this, this time. Their economy, like Argentina's goes through a massive crisis every decade or so. I'm looking to Vietnam, VNM, all that China manufacturing going to relocate. I do own VALE though... but they also have international properties.
Considering Western investment and manufacturing is leaving China... where do you think it will go? Vietnam, Korea or somewhere else in Asia? Back to the US... Mexico? Looking for an ETF to take advantage of this trend. VNM, EWY?
Wish there were options on VNM. Think it will be a good long term play for leaps. I think Vietnam will take over some Chinas manufacturing over the next 10 years along with Africa, but less unrest than Africa. Pickin up some shares here, but it could be painful short/medium term. Dong is hurting
THD iShares Thailand ETF So iShares Thailand (THD), and ETF that holds the 30 or so biggest equities in the country is still down -23% from pre-covid levels. The main reason is just that covid hit so hard and the country was essentially in a total lock-down for the past 12 months. Prior to Covid, tourism was about 23% of the Thai economy and it has been really dead for all of 2021-2022 so far. Comparing to similar countries in SE.Asia, (EWM) Malaysia is -20%; (VNM) Vietnam is -7% and (IDX) Indonesia is -11%. All of those countries have smaller tourism sectors as a proportion of their entire GDP. The big news, in addition to the Thai government dropping all quarantine rules for incoming travelers about a month ago, is that they legalized weed 2 weeks ago - and not the fake stuff. Traffic congestion gets worse each week, and the airport has returned back to its disastrous state of under capacity. In other words, the hordes are coming back in a big way, and now there are weed shops every couple streets. Additionally, the ETF is really well diversified across tourism, retail, basic materials, oil, medical tourism, and some real estate and financials. The country has essentially just woke up from a 12-18 month long hibernation and there is tons of fresh money coming in on every flight. Hotel rates have 2x-3x, spas/whatever are booked for weeks. It will be a long play but if you wanna look outside of the US or Europe, this one can’t fail opposite its neighbors in Asia. And there is no uncertainty about the validity of the markets. Also a new Bangkok governor is shaking things up so there is a lot of optimism in the city (which is nearly 50% of the GDP production with less than 25% of the population) No pre-travel covid pass required. Only #COVID19 vaccination proof or neg. test required. No masks outdoor. The Thai Baht is weak — export economy & cheaper to visit.
THD iShares Thailand ETF So iShares Thailand (THD), and ETF that holds the 30 or so biggest equities in the country is still down -18% from pre-covid levels. The main reason is just that covid hit so hard and the country was essentially in a total lock-down for the past 12 months. Prior to Covid, tourism was about 23% of the Thai economy and it has been really dead for all of 2021-2022 so far. Comparing to similar countries in SE.Asia, (EWM) Malaysia is -20%; (VNM) Vietnam is -1% and (IDX) Indonesia is -7%. All of those countries have smaller tourism sectors as a proportion of their entire GDP. The big news, in addition to the Thai government dropping all quarantine rules for incoming travelers about a month ago, is that they legalized weed 4 days ago - and not the fake stuff. Traffic congestion gets worse each week, and the airport has returned back to its disastrous state of under capacity. In other words, the hordes are coming back in a big way, and now there are weed shops every couple streets. Additionally, the ETF is really well diversified across tourism, retail, basic materials, oil, medical tourism, and some real estate and financials. The country has essentially just woke up from a 12-18 month long hibernation and there is tons of fresh money coming in on every flight. Hotel rates have 2x-3x, spas/whatever are booked for weeks. It will be a long play but if you wanna look outside of the US or Europe, this one can’t fail opposite its neighbors in Asia. And there is no uncertainty about the validity of the markets. Also a new Bangkok governor is shaking things up so there is a lot of optimism in the city (which is nearly 50% of the GDP production with less than 25% of the population)
I do think Vietnam is poised to do well as Chinese growth slows and manufacturing firms continue to diversify. I've considered a position in VNM but historical performance kind of scares me.
Bulls with the 1% day heading into CPI. https://c.tenor.com/4KqiL\_VNM2kAAAAC/larry-david-curb-your-enthusiasm.gif
I own some VNM but the performance looks fishy to me. Doesn't seem to be correlated to their economic performance and growth. Perhaps it's impacted by corruption problems and complete failures of some large companies (?) IDK
As businesses begin to see decreasing relevance of labor costs with the advent of increasing automation in manufacturing you will begin to see Latin America and the USA itself be the long-term winner of manufacturing. Having that said, I do agree with the rosy picture of India and Vietnam. I am in INDA and VNM ETFs.
All of what you say is REALLY valid points that people need to consider. I'll add two more: China could get even more draconian and nationalize businesses, as has been done in other authoritarian/ communist regimes. This will effect investment. If they ever invade Taiwan, they could see crippling sanctions. Just as we are seeing now with Russia. I'm all for other Asian emerging markets in Asia, and have been putting money into ETFs like VNM
VNM, CIVI, CTRA, DVN. I'm in these, done well so far. But ya know, this is WSB so beware of advice
**Stocks and ETFs:** 14% Renewable energy (Mostly ICLN and FAN) 14% Fintech innovation (Mostly ARKF and FINX) 14% Nasdaq 100 (qqqm) 6% semiconductors (Mostly Soxx) 6% cyber (Mostly wcbr) 5% spyd 4% metals and mining (Mostly copx) **Developed markets (Indexes):** 5% Swiss (SMI) 5% Europe (Stoxx 50) 5% South Korea (EWY) 5% UK (FTSE 100) 5% AUS (asx200) **Developing Markets:** 4% Vietnam (VNM) 4% India (Nifty 50) **Crypto:** 5%
So calls on $VNM? [https://www.cnn.com/2021/12/08/business/lego-vietnam-factory-intl-hnk/index.html](https://www.cnn.com/2021/12/08/business/lego-vietnam-factory-intl-hnk/index.html)
Here is a review I have done on the Vietnam VNM ETF. If thinking about investing in the Vietnam stock market I would also consider some of the alternative investment options as there are quite a few around these days. [https://vietnamesestockmarket.com/2021/10/19/complete-vaneck-vietnam-vnm-etf-review-is-vnm-etf-a-buy/](https://vietnamesestockmarket.com/2021/10/19/complete-vaneck-vietnam-vnm-etf-review-is-vnm-etf-a-buy/) hope this helps.
I have seen a few misconceptions about the VNM ETF. This article touches on those and also notes about why it has sometimes underperformed other Vietnam fund products. [https://vietnamesestockmarket.com/2021/10/19/complete-vaneck-vietnam-vnm-etf-review-is-vnm-etf-a-buy/](https://vietnamesestockmarket.com/2021/10/19/complete-vaneck-vietnam-vnm-etf-review-is-vnm-etf-a-buy/)
I have seen a few misconceptions about the VNM ETF. This article touches on those and might also answer your question about why it has sometimes underperformed other Vietnam fund products. [https://vietnamesestockmarket.com/2021/10/19/complete-vaneck-vietnam-vnm-etf-review-is-vnm-etf-a-buy/](https://vietnamesestockmarket.com/2021/10/19/complete-vaneck-vietnam-vnm-etf-review-is-vnm-etf-a-buy/)
You might have to find an ETF specific to each of those. For example, I have a little in Vietnam through VNM. Only problem is management expenses will be higher.
I have been buying VNM for over a year now. Every couple if weeks I add more and more. I live in SE Asia and the reason I started to accumulate it is because companies were leaving Philippines and going there then with the Trump tariffs on China, companies were looking to Vietnam for supply and manufacturers were moving there. If someone major moved their VNM stock would rocket up. Vietnam has their shit together and they really have their red tape under control for businesses. No options on it, but that's fine. It's mainly a B and H for me.
At the present moment, vietnam is the emerging market I am most interested in. I watch VNM closely.
“Jonhoop1 Aug. 6 at 6:06 AM $CRNT NEXT WEEK 300% TP $13 $SCR $ZY 💰 $VNM $HOOD #reddit #gambiste1 #elonmusk $AC_TRADER”. Here another one
Still so much flux so I'm not super confident on individual stocks yet, VNM is my market ETF for Vietnam, INDY for India (INDA is another). Manufacturing and real estate would be focuses for me, I'm keeping a close eye on the Indian REIT situation and looking to buy in when good opportunities appear. Imagine what the property of India will be worth when they're a middle income country with 1bil+ people packed into a country smaller than my home of Australia.
Any opinions on Vietnam stocks (VNM - mostly real estate developers and dairy)? Similar state capitalism and one party rule, but I haven't noticed any CCP like shenanigans yet.
You can invest in other Asian countries. For example VNM has been very good to me so far. It’s banking on Vietnamese economic growth, and it’s going well so far. I think fidelity has a Pacific Basin ETF which is also good.
Quick plug for FLIN and VNM. Both are up almost 10% since I got in just a few months ago, despite the raging covid (India) and repeated lockdowns (Vietnam). I am small time, with under $2k in each. But it seems detached from the US market (the bulk of my investments) and both seem promising over the next decade as people get tired of China. .
I live in Vietnam and agree the economy here is going to explode in the next 10 years. I looked around though and didn't find much other than VNM.
The VNM is mostly Real Estate too (30%), so that's out. I checked out EMQQ I really like the 60% Chinese focus, but their holdings are similar to what I own already in another ETF (ZGRO.TO) and it's only 6% tech, most of it Consumer Cyclical stocks and Communication services. I guess what I want doesn't really exist as an ETF. I wonder why that is...
EMQQ is close to what you're looking for. It's an ETF focused on internet and e-commerce companies in emerging markets. Just note that nearly 60% of fund is allocated to Chinese companies. You could then pair it with an ETF like VNM which is VanEck Vectors' Vietnam fund. There is a frontier markets ETF (FM), but 50% of it is financials and real estate, a far cry from technology.
EMXC is good for emerging markets without China. I currently hold a basket of individual country stocks: VNM, EZA, EWZ, THD, EIDO, and so on. iShares is good for liquidity, but if you're in it for the long run, Franklin Templeton has some low fee etfs for India, Mexico, and Brazil. I buy into the idea that there's more potential in emerging markets for growth. Countries in Southeast Asia, for instance, increasingly have better educated populations, and more stable business environments. I think it's worth betting on specific countries. Also, just buying and holding something like VT is so goddamn boring. I'd like to see if I can do a little better. If you want a more strategic way to invest in emerging markets, look into mutual funds. For example, Mobius runs a really good one that invests in emerging markets.
**VNM** an ETF tracks large Vietnemese caps
FLIN ETF - relatively low volume yet also lower expenses than other India-specific ETFs available in the US. In Aug, I added FLIN and started DCA-ing more monthly. Similarly, added VNM and DCA-ing in the Vietnam ETF as JP, KR, western, and even mainland manufacturers increasingly shift some production to VN.
I really like the VNM ETF. SE Asia and S. Korean holdings. Definitely benefiting from the trade war with China.
I'm considering TAN, VNM (Vietnam etf. lots of stuff moving over there) or maybe ARKG. I really do believe in green energy and by the time I retire it will be more the norm than the exception.
I disagree, the rules around foreign ownership in Vietnam are much stricter. Like even the ETFs (VNM) are heavily curtailed on what can be purchased. China is much more liberal (I know that sounds crazy to put in writing but it is true). Vietnam’s potential is incredible and they’ll continue to be one of the fastest economies in the world, just don’t think a lot of that will trickle to foreign shareholders. I could be wrong and am on the fence with investing there, I just think the reformists need to get into power for me to get really excited.
Uh, VNM for Vietnam? Maybe not a bad pick, some manufacturing might move there from China. FM for frontier markets in general? AFK for africa? No idea if anyone does a Rwanda specific etf.
EWY, INDA, EWT, EWJ, THD, VNM, CHIQ, KWEB, KWA, EWZ are some I trade