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The US-China trade war hasn’t benefited Vietnam in a ‘big way’ yet, investor says

  • Vietnam has started to profit from a diversion of trade from China, but not in a big way yet, according to Bill Stoops, chief investment officer of Dragon Capital.
  • Firms have likely been limited by the logistical constraints of relocating and building new facilities in Vietnam, but Vietnamese industries with some spare capacity have begun to see new export orders "flooding" in, Stoops said.
  • While investors can't directly buy into the trade beneficiary theme because few benefiting exporters are listed on Vietnam's stock exchange, there is still a "very strong" case for the country's shares, according to Stoops.

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