2011: hot money into Vietnam equity & realty
Comments (0) Price-to-book fabulously low compared to any most emerging markets. Q4 2010 might be the trough of VN Index.
Rising concern from debt gives way to equity
Q1-Q2 2010 was the trough of Vietnam real estate market, hot money in 2011 from Indochina Land, Capitaland et al…
Themocracy