The Financial Outlook for Personal Investors: The consumer sector and investing in Vietnam

Neil Shah of Edison Group tells SImon Rose of Edison's study into the consumer sector, which has been affected by the hit to consumer confidence. There's plenty of value in the sector and the report lists companies which have had upgrades but not seen share reactions. The changed environment is exposing those companies which have weak business models. He also highlights Vietnam Holdings, an investment trust which has outperformed the market in that dynamic economy. At some stage, Vietnam will cease to be considered a frontier market and valuations will change as a result. Both reports are on the Edison website.