Polar Capital

Indonesia and Vietnam: Rising stars in emerging markets

With an abundance of both ambition and raw materials, and with a stable macro-outlook, Indonesia is well placed to become a manufacturing hub, namely for the increasingly in demand EV battery. Similarly ambitious, and off-benchmark, Vietnam is looking to capitalise on supply chain diversification away from China, positioning itself as a manufacturing expert with ease of access to broad, international markets through several key trade agreements.

Naomi Waistell, Fund Manager on the Polar Capital Emerging Markets & Asia Team, reports on her recent research trip to each of these emerging economies and explores why and where there is strong opportunity in the region.
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