Vietnam On The Rise: Tailwinds Continue

Vietnam has rapidly closed the gap with EM ASEAN peers, surpassing the Philippines in GDP per capita and equity market capitalisation, and moving closer to Indonesia. Vietnam's economic transformation has been driven largely by manufacturing and its growing role in the global tech supply chain.

Seeking Alpha • Feb 1, 2026

VanEck Announces Year-End Distributions for VanEck Equity ETFs

NEW YORK--(BUSINESS WIRE)--VanEck announced today the 2025 annual distributions per share for its VanEck equity exchange-traded funds.

Business Wire • Dec 20, 2025

VNM: Understanding The Oldest And Largest Vietnam-Focused ETF

VanEck Vietnam ETF provides U.S. investors with liquid, broad exposure to Vietnam's rapidly growing equity market amid shifting global manufacturing trends. VNM tracks the MarketVector Vietnam Local Index, capping single holdings at 8% and focusing heavily on liquidity. The ETF's liquidity, options market, and U.S. exchange listing offer significant advantages over direct investment in Vietnamese stocks, despite a high 0.68% expense ratio.

Seeking Alpha • Dec 1, 2025

For Targeted EM Exposure, Consider South Korea ETFs

A weakening greenback is being compounded by global de-dollarization and lower interest rates, creating an environment for emerging markets (EM) ETFs to prosper. In turn, more investors are flocking into EM equities, but for more targeted exposure, South Korea could present an intriguing alternative.

ETF Trends • Oct 20, 2025

Vietnam ETFs: An Emerging Opportunity

Last week FTSE made its annual review of country classification within its global equity indices (see the announcement here). One of the most interesting changes was Vietnam's upgrade from frontier to emerging market.

ETF Trends • Oct 16, 2025

5 ETF Areas That Held Steady In Friday's Bloodbath

On Oct 10, 2025, Wall Street saw about $2 trillion in market value wiped out. However, ETFs like SIVR, TAIL, URA, PZA, and VNM held steady.

Zacks Investment Research • Oct 13, 2025

Vietnam's footwear exports to US fell 27% in Sept amid Trump tariffs

Vietnam's footwear exports to the United States plunged 27% in September to $611 million, marking the steepest decline among all sectors following the implementation of tariffs by the U.S. government, according to customs data released Monday.

Reuters • Oct 6, 2025

VNM: Vietnam Stocks Keep Rising, Another 15% Of Upside Possible

The VanEck Vietnam ETF remains a "Buy," with 15% more upside expected before the current bull run pauses. VNM benefits from strong momentum, a diversified portfolio across styles and caps, and a reasonable 16.5x P/E valuation. Risks include portfolio concentration, high volatility, and heavy real estate exposure, making VNM best suited as a speculative satellite position.

Seeking Alpha • Sep 15, 2025

VNM: Unpacking The Trade 'Deal' Impact

President Trump's Vietnam "trade deal" raises tariffs to 20%, doubling costs for U.S. importers and potentially hurting demand for Vietnamese exports. VNM ETF remains heavily weighted toward domestic sectors like Financials and Real Estate, which won't directly benefit from the trade deal. Higher tariffs may actually be a headwind for Vietnam's economy, reducing the ETF's appeal versus alternatives like China.

Seeking Alpha • Jul 3, 2025

VNM And Nike: Vietnam Trade Deal Good, But Not Great, News

The Vietnam trade deal removes major tariff threats, providing clarity for U.S. companies like Nike, Inc., but the positive impact is already priced in. Nike's tariff-related cost reduction is meaningful, but with forward valuations peaking, I rate the stock a Hold for now. Vietnam's economy benefits from the deal, but the VanEck Vietnam ETF's limited manufacturing exposure means the news isn't a strong buy catalyst.

Seeking Alpha • Jul 3, 2025