Investing In Vietnam

Vietnam’s Goldilocks Demographics

Vietnam’s demographic profile positions it as a compelling investment opportunity for the next two decades. With a youthful population larger than America’s, Vietnam’s GDP is projected to grow at 6% annually, far outpacing its modest 6% total population growth over 20 years. This economic expansion, coupled with a stable population, is expected to lift average incomes and allow for increased educational spending per pupil. Higher education levels should drive productivity, wealth creation, and shareholder returns.

Vietnam’s demographics stand in contrast to aging, debt-burdened nations like China, Thailand, and Japan, and to rapidly growing but underfunded nations like Indonesia and Mexico. This favorable “Goldilocks” demographic balance positions Vietnam uniquely for sustainable economic growth and long-term prosperity.

For a deeper dive into Vietnam’s unique investment potential, download the full report now.

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Why Vietnam?

Geopolitical Reallignment

Driven by the need to diversify supply chains and reduce China risk, multinationals are looking for alternatives to investing in China. We expect that Vietnam will be the greatest beneficiary of this trend relative to its size.

Our Vietnamese Presence

In 2021, we opened our research office in Ho Chi Minh to facilitate our investment and due diligence processes.

A Hidden Gem

Our history of rigorous due diligence and fact-checking, combined with strategic investing, uniquely positions us to uncover hidden gems in this evolving landscape while mitigating risks.

Doing the work that Wall Street won't.

Muddy Waters peels back the layers.

The Muddy Waters Advantage

With our unique toolset, we unlock opportunities to identify investments.

Skill

Since 2015, MWC has been managing outside capital for large institutional investors.

Risk Controls

Our investment background includes a proactive approach to risk, i.e. we seek to identify and manage in advance.

Understanding

We use a differentiated approach to research and due diligence — we check & verify information using a different lens.

Extensive Experience

The team has spent decades working, researching, and investing in Asia and emerging markets.

Early Mover Advantage

We are one of the first U.S. regulated investment advisers to offer a specialized Vietnam investment strategy.

Local Office & Connections

We are a focused, “in-country” investor with strong relationships on the ground.

The Muddy Waters Brand

Muddy Waters’ global brand is built on due diligence and is seen as a “seal of approval”.