Welcome to a brand new edition of Emerging Opportunities - the only show on your radio dedicated to the world of emerging markets, with Juliette Foster and Gavin Serkin, the author of Frontier: Exploring the Top Ten Emerging Markets of Tomorrow, and the Managing Editor of Frontier Funds and Frontera News.
Today is a special show focusing on a country that was making headlines a couple of weeks ago when President Obama visited - and removed the last vestiges of an arms embargo that has been in place since the Vietnam War.
To find out the situation on the ground, Gavin spoke with Khanh Vu, Director at one of Vietnam's largest money managers, VinaCapital.
He also spoke with Marcus Svedberg, the Chief Economist at East Capital, which manages over $2 billion in emerging markets, to get his take on the likely winners and losers as we enter what could be an extremely volatile few months.
