Tyler Mordy Mrk Vectr Vietnam E.T.F. VNM-N TOP PICK May 13, 2019

Vietnam. Like Korea, it is tightly integrated into supply chains. The country is almost following in China's footsteps, but 10 to 15 years behind. It will likely grow at over 7% for many years to come.

Tyler Mordy

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$16.140

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BUY

Likes the idea, but if you are looking for massive upside, we had massive upside earlier in the year and you will only get 10-12% return over the next 12 months.

PAST TOP PICK

(A Top Pick May 13/19, Down 2%) He felt this would benefit as an alternative supply chain during the US-China trade war. This year, the Vietnamese currency soared 17%. Cheap labour and land there, so this is a good, long-term story.

COMMENT

Likes Thailand and Vietnam for emerging markets plays. However, it's hard to play specific sectors in emerging markets. Best to look at geography and fundamentals to invest in a country wide ETFs.

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Tyler Mordy Mrk Vectr Vietnam E.T.F. VNM-N TOP PICK May 13, 2019

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