AFC Vietnam Fund

01/09/2026

Update - August 2026

30/08/2026

AFC Vietnam Fund August 2026 Report - https://mailchi.mp/53c5de46c4cf/afc-vietnam-fund-august-2026-report Vietnam’s macroeconomic fundamentals remain remarkably resilient, with strong economic growth, rising industrial production and continued corporate earnings growth despite persistent global uncertainty.

Exports provide perhaps the clearest evidence. Vietnam achieved a record USD 53.1 bn of exports in July, up 25.0% year-on-year, bringing exports for the first seven months of 2026 to USD 319.5 bn, an increase of 21.7%.

25/08/2026

25/08/2026

The same missing layer — quality consistency and traceability from farm to shelf — explains why modern retail pe*******on sits at 13% in Vietnam against 55% in Thailand, and why Vietnam's best crops still sell at a discount.

10/08/2026

Market Update July 2026

05/08/2026

South Korea’s US$95 billion tech innovation bet

Industrial partnership shifts from factories to innovation, with wave of high-tech investment

14/07/2026

2026 GDP seen at 7.3%, CPI at 4.8%: Bloomberg survey

The median estimate for 2026 GDP rises to 7.3% as the inflation forecast climbs to 4.8% from 4.3%, according to the survey Read more at The Business Times.

08/07/2026

Market Update June 2026
– a monthly update about news in politics, the economy and stock markets

For more information, please contact av(at)asiafrontiercapital(dot)com

02/06/2026

Market Update May 2026
– a monthly update about news in politics, the economy and stock markets

For more information, please contact av(at)asiafrontiercapital(dot)com