Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Vietnam Is Emerging as the New China in Manufacturing
In Episode 28 of The Emerging Markets Podcast, Lucas and Luna examine Vietnam's rapid ascent as a global manufacturing hub, spurred by U.S. tariffs on 60 economies and a sustained shift away from China. With exports up 15% year-over-year and foreign direct investment flooding into electronics and textiles, Vietnam is outperforming peers like Indonesia and India in attracting factory relocations. But challenges remain: infrastructure bottlenecks and a reliance on imported raw materials. The hosts discuss why Vietnam's growth story is both a boon and a risk for investors, referencing…
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