VNM: Understanding The Oldest And Largest Vietnam-Focused ETF

Core Insights - Rising manufacturing costs in China have led to increased foreign investment in countries like Vietnam as companies seek alternative low-cost manufacturing solutions [1] - Geopolitical tensions, particularly the U.S.-China trade war anticipated in 2025, are exacerbating the shift towards these alternative manufacturing locations [1] Industry Summary - The manufacturing sector is experiencing a shift due to rising costs in China, prompting companies to explore more cost-effective options in Southeast Asia [1] - The demand for low-cost manufacturing solutions is driving significant foreign investment into countries like Vietnam, indicating a potential growth opportunity in the region [1] Geopolitical Context - The ongoing geopolitical tensions between the U.S. and China are influencing investment decisions, with the trade war expected to further impact manufacturing dynamics [1]