Residential Property Sector - Second-tier regions sustain market momentum
  • 2020-08-15T00:00:00
  • Sector Reports
We maintain our investment thesis that the real estate sector is among the most compelling industries to benefit from Vietnam’s robust structural growth, emerging middle-affluent class and growing urbanized population. We reiterate our view that the key growth drivers for the housing sector remain solid, including improving infrastructure, shrinking average household size and increasing mortgage penetration over the long term. COVID-19 and ongoing project licensing delays slowed both supply