Investment Solutions Forum 2019 HK - Exclusive Insights - David Lai

David Lai of Premia Partners

Sep 23, 2019

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1. Can you tell me details on the Premia MSCI Vietnam ETF you recently launched?

Video transcript

1. Can you tell me details on the Premia MSCI Vietnam ETF you recently launched?

We have recently launched two new products. One is tracking the Vietnam one (MSCI Vietnam Index); another one is tracking the US Treasury Floating Rate Note. For the Vietnam one, the stock code is 2804, so everyone can get it in the Hong Kong stock exchange. The interesting thing about Vietnam is that it is benefiting from the U.S. and China trade war. So, for one, external trade has been increasing significantly in the Vietnamese market and secondly, a lot of people may be forgetting that Vietnam is actually a very big market for domestic consumption. They have close to 100 million people and they are also stepping into the middle class. So, we can see enormous opportunity in the Vietnam market. Other than that, the capital market itself is evolving, and also is developing into an emerging market status (which will actualise) in the next year or potentially the year after. So, there are a few catalysts going on in the Vietnam market. So for a lot of people, when they are worrying about a US-China trade war, thinking about what should they do, I think putting money into the Vietnam market is one of the potential choices.

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