I spent 2 weeks in Ho Chi Minh City, Vietnam.
Nobody knows what's happening here yet...
This might be the most underrated country on earth.
China had its moment in the 90s.
Singapore had its moment before that.
Vietnam is having its moment right now.
- 8% GDP growth in 2025 (fastest since 2007)
- Already overtaken Malaysia and the Philippines
- Fastest-growing economy in Southeast Asia
- Top destination for China+1 manufacturing
Most people come for the food and the cost of living. Smart money is coming for something else entirely.
I came here to understand the real estate and capital markets opportunity firsthand. But I'm staying because the opportunity is bigger than I expected.
There aren't many chances in a lifetime to watch a country rise in real time.
This is one of them.
- Electronics & semiconductors driving export growth
- 6 strategic economic zones under construction
- Metro lines, bridges and roads being fast-tracked
- Data centres are now the hottest asset class in SEA
- Capital flooding in from Singapore, China and Japan
- One of Asia's youngest workforces (median age 31)
Vietnam's biggest cities, Hanoi and Ho Chi Minh City, just published '100-Year Master Plans'.
- Hanoi is committing $2.5T to rebuild its urban core
- HCMC is targeting an $800B economy by 2050
- Hanoi is targeting 10 metro lines by 2035
- HCMC building 6 strategic economic zones
- Hanoi is planning a second international airport
Vietnam isn't just a retirement destination.
It's going to become Asia's next financial hub.
Have you been to Vietnam? What do you like about it?

