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 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