A contributed article by David Roes of Asean Investment Management features in the print version of Citywire Asia. Roes discusses the reasons behind Asean’s investment in Vietnam, praising the country’s positive fundamentals, fast-growing economy and its relative non-correlation to other markets. Asean’s “deep value strategy” made the most of the undervaluation of Vietnamese companies in 2011, and Roes believes that, in 2016, Vietnam still is “the clear winner for value investing.” You can read the article by opening the attached PDF  or by clicking on this link (page 31).