VAD Materials Masterclass
  • 2019-03-11T00:00:00
  • Sector Reports
We presented a masterclass on Vietnam's construction materials sector at our Vietnam Access Day investor conference last week. Please find our masterclass slides attached and key takeaways below: Solid growth headroom for Vietnam’s construction materials consumption in the long term. Vietnam is becoming a galvanized steel heavyweight in the region. Protections for Vietnam’s steel industry should always remain an open option. Ongoing deeper vertical integration in local steel