Tag Archives: PHVSF

INVESTING IN A K-SHAPED ECONOMY

INVESTING IN A K-SHAPED ECONOMY Investors are flooded with headlines of Vietnam’s stellar economic growth. Real GDP has hit five-year highs over the past four quarters (excluding the 2022 post-COVID rebound), cementing the country’s status as a global outperformer. Yet,...

THE POWER SECTOR IS ENTERING A NEW INVESTMENT CYCLE

THE POWER SECTOR IS ENTERING A NEW INVESTMENT CYCLE Electricity consumption growth remains high Electricity demand in Vietnam continues to grow, but the pace of that growth has slowed relative to the pace of economic expansion. This is captured by...

DATA CENTER MARKET IN VIETNAM – POWER FROM WITHIN

  DATA CENTER MARKET IN VIETNAM – POWER FROM WITHIN   (Source: Precedence Research)   (Source: Precedence Research) Data centers (DC), the backbone of enterprise IT, house critical servers, storage and networking equipment in secure, climate‑controlled facilities with uninterrupted power....

DATA CENTER MARKET IN VIETNAM – POWER FROM WITHIN

Assessing the market outlook for 2026, Mr. Phung Minh Hoang – Strategy Director at Phu Hung Fund Management JSC (PHFM) – believes that the growth drivers will not come solely from the market-upgrade narrative, but rather from the underlying strength...

DOMESTIC DRIVERS WILL DRIVE GROWTH IN 2026 VIETNAM REMAINS A POTENTIAL MARKET FOR FOREIGN INVESTMENT

In an interview with Vietstock.vn about perspectives on the economic outlook for 2026, Mr. Nguyen Dinh Tung — Head of Investment at Phu Hung Fund Management JSC (PHFM) — believes that the combined momentum of public investment and domestic consumption...