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A Lifetime After the War, All Eyes Are Back on Vietnam

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Thu, Dec 14, 2023 12:35 PM

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One country is stepping into the spotlight as a key global player. And the world is just now waking

One country is stepping into the spotlight as a key global player. And the world is just now waking up to its new potential... [Stansberry Research Logo] Delivering World-Class Financial Research Since 1999 [DailyWealth] A Lifetime After the War, All Eyes Are Back on Vietnam By Sean Michael Cummings, analyst, True Wealth --------------------------------------------------------------- Peter Mathews had orders. He was supposed to turn in any war documents he found on the battlefield. But when he spotted the diary, he knew he wouldn't be able to comply... It was November 1967 in South Vietnam. One of the war's bloodiest battles had just ripped through Dak To, a region in the central highlands. And Peter's cavalry division had been sent to comb through the aftermath. He noticed the slim brown volume inside an abandoned North Vietnamese backpack. And as he flipped through its contents, he found page after page of beautiful art, calligraphy, and what appeared to be Vietnamese poetry. Take a look... Peter thought the book was too beautiful to give away. So he hid it instead. He took the diary home to America... and kept it to himself for almost 57 years. But earlier this year, nearly six decades later, Peter made things right. He tracked down the family of the fallen soldier, a man named Cao Van Tuat. And in March, Peter went back to Vietnam to give the book to the soldier's family. The return of Cao Van Tuat's diary reflects a transformation of Vietnam itself. The country has moved from a war-torn past to a peaceful present... And today, it's stepping into the spotlight as a key global player. The world is waking up to new potential in Vietnam. And that could mean big things for the nation's stock market... --------------------------------------------------------------- Recommended Links: [Severe Stock Warning: Sell Your Stocks by January 1, 2024?]( It doesn't matter if you have money in the markets or you're waiting on the sidelines right now. The early days of 2024 could have the power to make – or destroy – fortunes. And what you do with your money before January 1 could determine your wealth for the next decade. [Here's what's happening and how to prepare](. --------------------------------------------------------------- [Must See: Subscriber's Viral Holiday Video]( Have you seen this holiday message from one of your fellow subscribers yet? He retired early thanks to ONE investing idea that doesn't involve stocks... options... or cryptocurrencies. And he has continued enjoying retirement – worry-free – right through all of the volatility of the past year. The secret? A simple strategy for seeing double-digit annual income... AND triple-digit capital gains... with legal protections (even in an economic crisis). [Click here for his new holiday message](. --------------------------------------------------------------- Six months after Peter's journey, President Joe Biden traveled to Hanoi to meet with Vietnam's General Secretary Nguyen Phu Trong. During this historic meeting, the two announced an upgrade to Vietnamese and U.S. diplomacy... elevating Vietnam to America's "Comprehensive Strategic Partner." This means both countries will seek to grow their technological and economic cooperation. (For reference, some of the U.S.'s other Comprehensive Strategic Partners include Australia and India.) But America isn't the only country that's courting Vietnam... Japan and China have also upgraded their diplomatic policies with Vietnam since late November. In short, the political world is rushing to make inroads with Vietnam. And that's incredibly bullish for the country's market going forward. But it's not just politicians who are courting the nation. The corporate world is, too... Jensen Huang is the CEO of Nvidia (NVDA) – America's fifth-largest company and the big winner of this year's artificial-intelligence ("AI") boom. Huang is about as bullish on Vietnam as it gets... During Huang's recent visit, he called Vietnam "Nvidia's second homeland" and spoke about plans to build a new Nvidia headquarters there. The Vietnamese government put out a statement highlighting Nvidia's proposal... The base will be for attracting talent from around the world to contribute to the development of Vietnam's semiconductor ecosystem and digitalization. Nvidia has already invested $250 million in Vietnam so far... but that's a drop in the bucket compared with what's to come. Vietnam is rapidly becoming a key player in geopolitics. And it will soon become a key player in AI and semiconductors. Two exchange-traded funds provide broad-based exposure to Vietnam: the VanEck Vietnam Fund (VNM) and the Global X MSCI Vietnam Fund (VNAM). Both funds track Vietnamese stocks. And they're both a great way to own the market. Vietnam is stepping into a future defined by global partnerships and technological innovation. It's poised to become a major financial story in the coming years... And that's why this market deserves your attention today. Good investing, Sean Michael Cummings Further Reading More and more tech companies are looking to buy semiconductors outside of China. That's good for chipmakers abroad – and in the U.S., too. Here's why this "reshoring" trend should act as a tailwind for American chipmakers... [Learn more here](. The Canadian dollar experienced a massive sentiment reversal recently. And according to history, similar cases have led to big outperformance in the months ahead. So don't make the mistake of overlooking this currency outside the U.S... [Read more here](. --------------------------------------------------------------- [Tell us what you think of this content]( [We value our subscribers' feedback. To help us improve your experience, we'd like to ask you a couple brief questions.]( [Click here to rate this e-mail]( You have received this e-mail as part of your subscription to DailyWealth. If you no longer want to receive e-mails from DailyWealth [click here](. Published by Stansberry Research. You're receiving this e-mail at {EMAIL}. Stansberry Research welcomes comments or suggestions at feedback@stansberryresearch.com. This address is for feedback only. For questions about your account or to speak with customer service, call 888-261-2693 (U.S.) or 443-839-0986 (international) Monday-Friday, 9 a.m.-5 p.m. Eastern time. Or e-mail info@stansberryresearch.com. Please note: The law prohibits us from giving personalized financial advice. © 2023 Stansberry Research. All rights reserved. Any reproduction, copying, or redistribution, in whole or in part, is prohibited without written permission from Stansberry Research, 1125 N Charles St, Baltimore, MD 21201 or [stansberryresearch.com](. Any brokers mentioned constitute a partial list of available brokers and is for your information only. Stansberry Research does not recommend or endorse any brokers, dealers, or investment advisors. Stansberry Research forbids its writers from having a financial interest in any security they recommend to our subscribers. All employees of Stansberry Research (and affiliated companies) must wait 24 hours after an investment recommendation is published online – or 72 hours after a direct mail publication is sent – before acting on that recommendation. This work is based on SEC filings, current events, interviews, corporate press releases, and what we've learned as financial journalists. It may contain errors, and you shouldn't make any investment decision based solely on what you read here. It's your money and your responsibility.

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