With the U.S. Federal Reserve cutting interest rates for the first time in more than four years and expectations rising for Vietnam’s market upgrade, local investors are rethinking asset allocation. Six financial experts share their recommendations for deploying 500 million VND in the final quarter of 2024.
Most advise focusing on equities—particularly banking, retail, and real estate—supported by low domestic interest rates and improving corporate earnings. Bonds remain risky, gold’s upside appears limited, and short-term savings are favored for flexibility. Overall, analysts say the key to year-end investing lies in cautious diversification and readiness to adjust as global and domestic conditions evolve.
This article is a condensed and translated summary (original in Vietnamese, VN) of a feature published in the October 2024 issue of Bloomberg Businessweek Vietnam.