Vietnam Access Conference 2025

Overview

Vietnam Access Conference 2025 was held from 15 to 17 September at Vinpearl Landmark 81 in Ho Chi Minh City, bringing investors together with Dragon Capital’s research and investment teams.

The Year of the Snake was expected to mark the start of the most transformative period for Vietnam in decades. The government’s “Era of Ascendance” reforms were hailed as the most significant since the 1986 Doi Moi policies that first opened Vietnam’s market economy. Yet ambition alone did not drive returns — execution proved to be the key factor, and this ambition collided with the repercussions of the US administration’s push to de-globalise and refocus on domestic priorities. The conference examined whether Vietnam could continue to “dance with all partners”, or whether the moment had come to choose.

What Vietnam Access Conference 2025 Addressed

How did Dragon Capital’s portfolio managers balance domestic opportunity against global uncertainty? The session addressed whether 2025 was purely a year for defensive allocation, or the moment to preposition for alpha from emerging strengths.

Where were the biggest opportunities in Vietnam’s structural reforms? With ministries consolidated, inefficiencies addressed and infrastructure projects fast-tracked, the conference explored how these changes flowed through to corporate earnings.

Did market returns reflect the strength of the real economy? With domestic policy and structural change driving growth, the discussion identified the catalysts needed to spur domestic investors to deploy their ample unbanked liquidity into Vietnam’s equity market.

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