2017 GDP growth's expected to surpass the current 6.2 %
rate, retail sales are humming along
at +10.2 % yoy, inflation remains sub-5 %, the USD / VND remains stable, the banks & the property market appear to be heading in the right direction again, and 10 - 15 %
EPS growth is expected... yet Vietnam continues to trade
at a 20 - 30 % P / E discount to regional
averages.