Asia Frontier Capital's Desai on Frontier Markets

The video discusses Vietnam's economic situation, highlighting controlled inflation and potential growth due to interest rate cuts. It also covers supply chain diversification in Asia, with Vietnam and Bangladesh benefiting significantly. Central Asia, particularly Georgia, is experiencing economic growth due to tourism and remittances. The video concludes with investment opportunities in Vietnam and Central Asia, recommending stocks like Gemma DEP, FPT, Caspi, and TBC Bank.

Discuss the significance of supply chain diversification in Vietnam and other Asian markets.

What are some stock picks mentioned for investing in Vietnam and Central Asia?