VinaCapital Lowers Vietnam's EPS Growth Potential For 2021

The transcript discusses the Vietnamese market's outlook, the impact of the Delta variant on the economy, and investment strategies in a cash-based economy. It highlights the implications of US monetary policy on Vietnam and the importance of strong balance sheets for businesses. The visit of Kamala Harris to Vietnam and the US's vaccine support are also covered, emphasizing their positive impact on foreign direct investment.

What are the concerns regarding the structure of the Vietnamese economy?

What are the potential risks of companies with weak balance sheets in Vietnam?

How does the investment community view US involvement in Vietnam?