SPOTLIGHT ON: Vietnam

Spotlight on: Vietnam

Min-Hwa Hu Kupfer, chair of Vietnam Holding, tells Annabelle Williams how to beat the benchmark in one of the best performing frontier markets of 2014.

Vietnam’s stand-out performance among frontier markets has not gone unnoticed this year. With the MSCI Frontier Market index gaining 19% to 5 August, compared to just 2.2% from the MSCI World, the MSCI Vietnam’s own rise year-to-date has also been an impressive 13.78%. There are now 700 companies listed on the country’s two markets, the Hanoi Stock Exchange and Ho Chi Minh City Stock Exchange, and a further 200 companies are waiting in the wings to list. The universe may be broadening, but the benchmarks only reflect a strikingly small segment of the market. The MSCI Vietnam index has...