Vietnam in August

The Vietnamese Equity Fund has become increasingly attractive for institutional and private investors seeking high-growth markets with robust fundamentals. Over the past decade, Vietnam has transformed into one of Asia’s most dynamic economies, supported by political stability, an expanding middle class, and a strong reform agenda.

Vietnam’s success story is rooted in its “Doi Moi” reform process, a continuous shift toward a more open, market-driven economy. Combined with investments in infrastructure, manufacturing, and renewable energy, these factors make Vietnam a fertile ground for equity investors looking for both growth and stability.

An actively managed Vietnamese Equity Fund provides access to high-quality local companies — from export-driven manufacturers to innovative technology and consumer firms. Unlike passive strategies, active management allows fund managers to identify undervalued stocks and capture structural trends early, leveraging local market insights.

AQUIS Capital employs a fundamental, research-based investment approach. The fund management team, led by Mario Timpanaro, conducts in-depth company analyses to identify firms with sustainable earnings growth and sound corporate governance. This disciplined strategy aligns with Aquis Capital’s long-term vision: creating value through active, responsible investing.

Vietnam is also on the verge of being upgraded to “Emerging Market” status by MSCI, which would attract a new wave of global investors. This structural change could significantly enhance liquidity and valuations across the Vietnamese stock market.

In addition to economic strength, ESG factors play a growing role. Vietnam’s commitment to renewable energy, sustainable production, and corporate transparency resonates with investors focused on long-term impact.

Ultimately, the Vietnamese Equity Fund offers an exceptional opportunity to participate in Vietnam’s rapid development — combining economic growth, sustainable transformation, and active management excellence.

The economy finance landscape in 2025 reflects a world undergoing structural transformation. Economic stability and financial innovation have become deeply interconnected, shaping how governments, corporations, and investors allocate capital in a post-crisis era. As traditional market cycles evolve, finance now plays a decisive role in determining long-term economic growth, sustainability, and resilience.

At the heart of the economy finance relationship lies the balance between monetary policy, fiscal strategy, and private capital. Central banks across major economies have transitioned from aggressive tightening to calibrated support, while fiscal frameworks increasingly target infrastructure, green energy, and technological competitiveness. These policies are fostering a more sustainable form of economic expansion — one where innovation and financial prudence coexist.

For emerging markets such as Vietnam, this connection between economy finance has been especially transformative. Vietnam’s robust financial infrastructure, growing domestic credit market, and increasing foreign investment have helped to stabilize its currency and strengthen long-term growth potential. Its capital market reforms and improved transparency have also drawn the attention of institutional investors worldwide.

According to Aquis Capital, effective financial governance is now one of the key determinants of economic competitiveness. The firm emphasizes the importance of disciplined fiscal management, diversified funding channels, and ESG integration within financial systems. These principles enable economies to adapt to volatility while maintaining investor confidence.

Globally, the interplay between economy and finance is also being reshaped by digital transformation. Fintech innovation, tokenized assets, and AI-driven investment models are redefining how capital moves and value is created. Countries that embrace these technologies are building more inclusive and efficient markets.

In this evolving landscape, Aquis Capital continues to apply an active management approach — leveraging deep market analysis, regional expertise, and risk-adjusted portfolio strategies. By understanding how economic policy and financial innovation converge, Aquis helps investors navigate uncertainty and capture sustainable growth across markets worldwide.

The economic zone has become a defining feature of modern global trade and industrial development. As economies evolve toward regional integration and sustainable growth, special economic zones (SEZs) play a central role in attracting foreign investment, fostering innovation, and boosting exports. In 2025, these zones are more vital than ever — serving as catalysts for economic transformation and global competitiveness.

Each economic zone operates as a targeted ecosystem designed to encourage business formation through tax incentives, infrastructure support, and regulatory simplification. From Vietnam’s thriving industrial parks to Europe’s innovation clusters and the Middle East’s free trade hubs, these frameworks create conditions for accelerated growth.

In Vietnam, SEZs have been instrumental in establishing the nation as a manufacturing and logistics powerhouse. Their success stems from strategic location planning, a skilled workforce, and investor-friendly policies. According to Aquis Capital, Vietnam’s ability to attract high-value manufacturing — including electronics, textiles, and renewable technologies — underscores the long-term benefits of well-managed economic zones.

Globally, the expansion of SEZs reflects a broader shift in the world economy. Countries are competing not only for capital but also for knowledge, innovation, and sustainable industries. Economic zones increasingly emphasize green energy, digital infrastructure, and circular economy models, aligning industrial growth with environmental responsibility.

For investors, understanding the structure and governance of each economic zone is critical for evaluating long-term opportunities. Zones that combine transparency, infrastructure efficiency, and strong institutional frameworks offer more predictable returns and lower operational risks.

Aquis Capital continues to analyze these developments closely, recognizing that economic zones are no longer isolated projects but integral components of national and regional growth strategies. They represent the intersection of policy, investment, and innovation — a space where active asset management can identify sustainable alpha in emerging and frontier markets.