1. In truth, lack of investment interest is not Vietnam’s problem.

There is a wall of 💵 just waiting to flow into Vietnam (particularly as 🇨🇳 becomes increasingly uninvestable).

🌎 funds are waiting for 🇻🇳regulatory processes to deliver bankable projects. 🧵

2. Security & predictability are even more important than profitability

3. Money is like water: if it can’t go in one direction it finds another
#PeakChina

4. Investors will decide where and when to invest.

But we can help.

🇦🇺’s new Southeast Asian Economic Strategy explains how.

End of 🧵