Article

Vietnam: From Frontier Opportunity to Core Asia Allocation

Click “Download Full Report” above to read a summary of the conference.

Earlier this month, VinaCapital hosted its 2026 Investor Conference in Ho Chi Minh City. The conference brought together investors and business leaders to explore Vietnam’s next phase of growth and the opportunities emerging across public and private markets.

Our keynote speakers included H.E. Nguyen Van Duoc, Chairman of the Ho Chi Minh City People’s Committee, and global macro strategist Russell Napier. Discussions examined how shifting geopolitics, ongoing domestic reforms, and the rise of Vietnam’s middle class are shaping the country’s long-term investment outlook.

A central theme was how the country can mobilize the capital needed to deliver on its ambitious development plans. Across the sessions, speakers highlighted the complementary roles of public and private markets in financing growth and supporting Vietnamese businesses from early stages through public listings and beyond.

Below are links to the conference recordings

Russell Napier’s The New World Order

Vietnam’s Place in a De-Globalizing World

Private Markets Dialogue: The Private Markets Landscape

Private Markets Dialogue: Venture Capital

Private Markets Dialogue: Growth Equity

Private Markets Dialogue: Pre-IPOs and IPOs

Public Markets: Beyond The FTSE EM Upgrade

Data Center and Renewable Energy

Banking Sector

Real Estate Sector

Consumer Sector

Climate Impact Investment in Vietnam

Financing Vietnam’s Infrastructure Supercycle

Conversation with VinaCapital Leadership Team

latest insights

Macro Report

Vietnam Macroeconomic Commentary: October 2026

Video

Annual Results FY2026 Webinar

VinaCapital Investor Conference 2026

Article

Vietnam: From Frontier Opportunity to Core Asia Allocation

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