The Vietnamese government strongly supports the technology sector, with its economic growth targets unaffected by tariffs. President Trump announced reciprocal tariff policies in April, causing global stock market fluctuations, with Vietnam facing a shockingly high tax rate of 46%. However, with negotiations between Vietnam and the US, market sentiment has gradually stabilized, and the Ho Chi Minh Stock Index (VNI) has recovered from the losses.

Experts indicate that Vietnam's foreign direct investment (FDI) is expected to reach $38.23 billion in 2024, ranking among the top 15 developing countries globally. Investment expert Hsieh Chen-Yan notes that while short-term stock market turbulence has occurred, the long-term fundamentals remain robust.

Analyst Yang Hui-Yuan emphasizes that Vietnam’s allure for major international tech firms is closely tied to government policies. The development trajectory of the tech industry, especially in semiconductors and AI, is also expected to stimulate domestic industrial demand significantly.

For investors looking for opportunities, the Jih Sheng Vietnam Opportunity Fund and Fubon Vietnam ETF are worth watching, as they invest in a diversified portfolio of leading Vietnamese companies across various sectors with substantial growth potential.