Vietnam is very interesting right now. The Vietnamese stock market is entering a truly noteworthy period. It recently saw a strong correction in April, but more importantly, Vietnam’s economy is expected to grow by 6.7% this year—much higher than Thailand. I think it’s worth watching for long-term investors.

If we’re talking about Vietnamese stocks that really should be followed, I think VCB (Vietcombank) is the first one you should look at. It is Vietnam’s largest bank, similar to Kasikornbank or Thai Panich in our country. But it still has a lot of room to grow, because access to banking services in Vietnam is still lower than in developed countries, along with the digital changes currently taking place.

In real estate, VHM (Vinhomes) is also one I’m following. It is Vietnam’s largest real estate company and part of Vingroup, the country’s giant conglomerate. Vietnam’s middle class is growing rapidly, which is pushing up demand for quality housing.

When it comes to FPT, I think it could be the one with the highest potential for growth in the long run. It is a leading technology company in Vietnam, providing IT Outsourcing services to high-tech companies around the world. In an era where technology is reshaping businesses worldwide, demand for IT services is rising fast—and Vietnam has the advantage of lower wages while maintaining high quality.

For energy, GAS (Petrovietnam Gas) is a standout in terms of stability. It is Vietnam’s main energy company, supported by the state. When the economy grows, energy demand also increases accordingly.

In food and beverage, VNM (Vinamilk) is the leader in the dairy market in Vietnam. Dairy consumption in Vietnam is still lower than in other countries in the region, so there is plenty of room for growth. The company also pays consistent dividends.

Vietnam’s stock market is about to enter a genuinely important phase of change. Currently, there is a trend of upgrading from a frontier market to an emerging market, which will bring in massive amounts of capital. As for the strong correction that just occurred in April, I see it as a buying opportunity for long-term investors. Markets often overreact to bad news, but Vietnam’s economic fundamentals are still strong.

If anyone is interested in investing in the Vietnamese stock market, the easiest way is to open an account with a Thai broker that offers international stock trading, such as KSecurities, SCBS, or Bualuang Securities. If you want lower fees, you can open an account with a Vietnamese broker directly, or invest through mutual funds. This option is simpler and has better diversification of risk.

In summary, Vietnam’s stock market really has good opportunities—driven by economic growth and changes in international markets. I think it’s something worth paying serious attention to.