Why Vietnam Stands Out In EM Right Now

VanEck5.26K FollowersFollow5ShareSavePlay(11min)CommentsSummaryVietnam is growing faster than EM peers, yet still trades at a discount.Consensus expects roughly 20% EPS growth in 2026 at an attractive valuation.FTSE Russell reclassification to Secondary Emerging Market status begins September 2026.Vietnam's manufacturing rise reflects years of real investment.Apple and Samsung have made it a primary production hub, not just a tariff workaround. Ployker/iStock via Getty Images Vietnam offers above-peer earnings growth, an attractive valuation, and credible catalysts in index reclassification and manufacturing expansion. VNM provides one-trade access to this opportunity. Index performance is not illustrative of fund performance. It is not possibleThis article was written byVanEck5.26K FollowersFollowVanEck is a global asset management firm offering ETFs, mutual funds, private funds, model portfolios, institutional strategies, separately managed accounts, as well as UCITS funds. Since our founding in 1955, putting our clients’ interests first, in all market environments, has been at the heart of the firm’s mission. VanEck has a long history of looking beyond financial markets to spot trends that create meaningful investment opportunities. We were one of the first U.S. asset managers to give investors access to international markets, which set the tone for identifying asset classes and themes such as gold investing in 1968, emerging markets in 1993, and exchange traded funds in 2006 that later helped shape the investment industry. The firm oversees $161.7 billion in assets as of September 30, 2025. Disclosures: http://ow.ly/SZ9450N5qTJ.