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So, ich habe nachgelegt, direkt in London den Fonds direkt (ich werde nicht in D besteuert deswegen darf ich das ohne Umweg über das süberteuerte Zertifikat). Mein Einstandskurs hat sich nun doch etwas verteuert aber die zeichen für Vietnam stehen gut.

http://www.bloomberg.com/news/2014-05-19/vietnam-bulls-unfaz…:

Vietnam Bulls Unfazed by Riots as Foreigners See Bargains

For all the concern that anti-China riots in Vietnam will deter foreign investment and curb economic growth, the 18-day flow of money into the country’s stock market suggests overseas money managers are unfazed.

Foreign investors were net buyers on the Ho Chi Minh City Stock Exchange every day since April 18, the longest stretch of purchases since January, as valuations fell to a four-month low. They added about $93 million to their holdings even as the benchmark VN Index (VNINDEX) slumped 8.8 percent through May 16.

Advance Emerging Capital, Samsung Asset Management and Jefferies Group Inc. say they’re still upbeat about Vietnam as inflation stays low, the government removes bad debt from banks and the prospect of a Trans-Pacific Partnership trade deal bolsters the outlook for exporters. Prime Minister Nguyen Tan Dung issued a directive on May 17 to prevent demonstrations after two people died and about 140 were injured in violence spurred by anger over a Chinese oil rig in disputed waters.

“Our view of the outlook for Vietnam remains bullish,” Samir Shah, an investment manager at Advance Emerging Capital in London, which oversees about $750 million, wrote in an e-mail. “Steady economic progress looks set to continue.”
 
aus der Diskussion: vietnam noch in den kinderschuhen,aber bald erwachsen
Autor (Datum des Eintrages): aitutaki2009  (19.05.14 12:33:54)
Beitrag: 749 von 766 (ID:47007342)
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