Vietnam 2025: Public Equity in Focus
Vietnam: Growth Momentum and the Strategic Role of Public Equity Funds
Vietnam is rapidly establishing itself as one of the most attractive markets in Asia for forward-looking investors. Backed by strong GDP growth forecasts, major infrastructure projects, and a favorable investment climate, the country offers a compelling mix of structural opportunity and resilience. As Vietnam advances toward its long-anticipated upgrade to emerging market status,Vietnam public equity fundsare increasingly becoming the entry point of choice for both institutional and retail investors.
Key macroeconomic drivers include rising domestic consumption, steady foreign direct investment (over USD 25 billion in 2024), and a strategic shift in global manufacturing toward Southeast Asia. Multinational corporations such as Samsung, Intel, Google, and Lego have expanded operations in Vietnam, reinforcing its role as a global production and innovation hub. At the same time, the local stock market is gaining depth and liquidity, with daily trading volumes reaching close to USD 1 billion.
Among Vietnam public equity funds, the Lumen Vietnam UCITS Fund stands out for its active management approach, ESG integration, and deep local research. The fund focuses on small and mid-sized companies that reflect the true pulse of Vietnam’s economy—often overlooked by index-tracking vehicles. With low correlation to major global indices like MSCI World or S&P 500, it offers portfolio diversification and access to Vietnam’s long-term growth trajectory.
For those seeking exposure to one of Asia’s most promising frontier-to-emerging transitions, Vietnam public equity fundsprovide a dynamic and well-structured investment vehicle — combining market access, diversification benefits, and a front-row position in Southeast Asia’s economic rise.