A new, adventurous route into Vietnam

We could soon see some particularly unloved markets come back into fashion, says David C Stevenson. Chief among them is Vietnam.

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Hold onto your hats: investors will flock back

Most stockmarkets in the developing world have had a tough few years. But as investors have stopped worrying so much about rate rises in the US this year, we've seen improving sentiment towards emerging-market assets. I'm not yet completely convinced we've reached a turning point, but I think it's time to watch emerging markets more closely. If conditions start to become more bullish, we could soon see some particularly unloved markets come back into fashion. Chief among them is Vietnam, one of my long-term favourites.

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David C. Stevenson
Contributor

David Stevenson has been writing the Financial Times Adventurous Investor column for nearly 15 years and is also a regular columnist for Citywire. He writes his own widely read Adventurous Investor SubStack newsletter at davidstevenson.substack.com

David has also had a successful career as a media entrepreneur setting up the big European fintech news and event outfit www.altfi.com as well as www.etfstream.com in the asset management space. 

Before that, he was a founding partner in the Rocket Science Group, a successful corporate comms business. 

David has also written a number of books on investing, funds, ETFs, and stock picking and is currently a non-executive director on a number of stockmarket-listed funds including Gresham House Energy Storage and the Aurora Investment Trust. 

In what remains of his spare time he is a presiding justice on the Southampton magistrates bench.