4 Insights with Topic: RCEP
Following a historic breakout in 2025, the Premia Vietnam ETF rallied a stunning 73% (total return in USD NAV) in 2025, while the broad market also rallied 39%. The market is now transitioning from recovery in sentiment to a phase of progressive policy execution, including the "Doi Moi 2.0" reforms (Resolution 68). These reforms offer unprecedented policy support for the private sector. And the mandate to nurture 20 globally competitive large private firms provide strong cases for revaluation opportunities for large cap leaders. In this article, we will explore why Vietnam remains a compelling market in 2026 amidst imminent FTSE Emerging Market upgrade. Our Premia Vietnam ETF—with its focus on private sector champions and Small-Mid caps—is distinctively positioned to capture the specific beneficiaries of these structural shifts.
Jan 13, 2026
Vietnam stands out as Asia’s best-performing equity market in 2025, fueled by earnings recovery, policy support, and surging public investment. More importantly, Resolution 68 marks the country’s boldest reform agenda since Doi Moi—streamlining bureaucracy, empowering the private sector, and deepening capital markets—creating structural upside beyond cyclical drivers. With infrastructure projects worth over 10% of GDP, robust FDI inflows, and the potential MSCI/FTSE upgrade unlocking sizable foreign flows, Vietnam offers a rare blend of near-term catalysts and long-term growth. In this article, our Partner & Co-CIO David Lai discusses how Premia Vietnam ETF offers investors a diversified, transparent, and cost-effective vehicle that has consistently outperformed active peers—positioning portfolios to capture one of the most compelling reform-driven growth stories in emerging Asia.
Sep 12, 2025
![[KR] 2023 시장 전망 - 3부: ASEAN, 중국 재개방 회복세 순풍 수혜국](https://etfprod.premia-partners.com/articleImg/pic/221216162312357.jpg)
2023년, 투자자들은 경제침체를 맞게 될 서양과 중국시장 회복 영향으로 가파른 성장세를 보일 동양 사이에 극명한 경제 차이를 보게 될 것입니다. 내년 중국 재개방 회복세는2022년 재개방 반등세를 이미 자체적으로 경험한 ASEAN-5국가들에 또 한번의 뒷바람으로 작용할 것으로 전망됩니다. 이번 논설에서는 ASEAN-5 국가들이2023년 비교적 완만한 인플레와 세계적으로도 가장 높은 수준의 경제성장률을 시현하며 어떻게 최적 지점(Sweet Spot)을 계속 선점할 수 있을지 다뤄볼 예정입니다.
Dec 12, 2022
A major global trading and geopolitical event happened last week, attracting relatively little commentary from a media more preoccupied with US politics and the pandemic.
Nov 24, 2020