I think this is my last PRVH post, Good news I hear you say!!. My interest has been in Cavico and the effect PRVH may or may not have on it. I have done the DD I need to reach my conclusions in regard to this matter, so there is little point doing anymore. I will continue to post on Cavico, should you have an interest as some issues will cross over.
If you are not one of the Big Boys proceed with great, great care. If you are a Big or a Little Boy, I wish you good fortune.
In response to Pennysavers question. UBS, Citigroup, HSBC can all arrange stock access to Ho Chi Minh Market for you via an equity linked note, but in Asia (I assume it is the same in the US) they require orders of between US$ 50,000 and US$ 100,000 per note/order and one stock per note. So it is not cheap.
Also most of the best stocks have hit the Foreign Ownership Limit although a lot more will come to market in the next 6 - 12 months.
You can also look at some stocks that are exposed. It is abit out of date but the following Merrill report will give you some ideas of Asian stocks with Vietnam exposure
I would look at some of the London exchanged traded funds such as "Vietnam Opportunity Fund" (VOF.L.) Which have a mixture of Real Estate, OTC Stocks, Listed Stocks and Private Equity. They trade at a big premium to NAV, but they are liquid and if you have a longer term horizon are probably still good value at this level and offer great exposure.
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