How Vietnam Is Emerging as the New China in Manufacturing...

What this episode covers

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 the iShares MSCI Vietnam ETF (VNM) and recent trade data. #Vietnam #Manufacturing #EmergingMarkets #TradeWar #Tariffs #SupplyChain #ChinaPlusOne #FDI #Electronics #Textiles #Infrastructure #VNM #ETFs #Economics #FexingoBusiness #BusinessPodcast #DevelopingEconomies #GlobalTrade Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment?

This episode is 6 minutes long.

When was this The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment episode published?

This episode was published on June 3, 2026.

What is this episode about?

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...

Can I download this The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment episode?

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