1. VIETNAM – US TRADE RELATION
2. US FDI IN VIETNAM
3. BARRIERS TO ACCESS THE US MARKET FOR VIETNAMESE ENTERPRISES
4. VIETNAM – US TRADE PROSPECTS AND INVESTMENT POINTS
   • The emerging reversal in US trade policy with China and Vietnam
   • The US economy and consumption recovery expectation
   • Opportunity to upgrade Vietnam’s economy to “Market Economy”
5. INVESTMENT PROSPECTS BY INDUSTRY

Facing trade and investment opportunities with the US economy as well as indirectly benefiting from shifting global supply chains, we rank the sectors that benefit as follows:

• Industrial park enterprises benefit positively.
• Export industry group: textiles – seafood – construction materials: benefit from the recovery in consumption trends in the US and businesses re-stocking inventory.

6. STOCKS PICK: IDC, FMC, IDI, MSH, TNG, NKG, HSG