A good way to play it is put half of your vietnam position (agree no more than 10% of your portfolio in vietnam IMO) in CVIC and half in the Vietnam opportunity fund or a similar vietnam fund. At least one, if not both of them should work out quite nicely eventually.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.