Greetings John,

Vietnam has one of the fastest growing logistics sectors in the world, and that momentum is expected to continue for years to come, driven by Vietnam’s rising importance as a global manufacturing hub, and by the expanding middle-class which is fuelling rapid growth in the logistics-intensive ecommerce business. In today’s Insights newsletter, VinaCapital’s Chief Economist, Michael Kokalari, provides an overview of this vital yet still fragmented sector, which when combined with its high growth, presents compelling investment opportunities.

You can access the insights here: