协力：2023越南外商投资趋势报告-私募股权、能源转型、基础设施、风险投资及IPO（英文版）（35页）.pdf

1、Asia investment research A Joint Publication From China Investment Research and Dezan Shira&Associateswww.asiainvestmentresearch.orgTracking Global Investment Flows Into China&Asia Q3 July-September 2023 Issue AIR VIETNAMS FOREIGN INVESTMENT TRENDS PRIVATE EQUITY,ENERGY TRANSITION,INFRASTRUCTURE,VEN

2、TURE CAPITAL&IPOs Asia investment research TABLE OF CONTENTSIntroduction3Vietnam FDI 2022-20235Vietnam Infrastructure9Vietnam Energy Transition16Vietnam Private Equity23Vietnam VC27 VIETNAM|2023 ASIA BRIEFING2Asia investment research INTRODUCTIONThis research has been written to focus on near term g

3、ains Vietnam has accomplished over the past 2 years and over the next 2 years.While we address longer term growth plans(post 2025),we focus on the near term.It is designed to provide detailed data sometimes from bottom up,on energy transition and infrastructure as well as capital flows in FDI(and in

4、cluding below/outside of official FDI),Private Equity (PE)and Venture Capital(VC),to readers already familiar with Vietnam.Our specific focus is on Governments,rating agencies,corporate and institutional investors specifically on information they cannot obtain from major investment banks or rating a

5、gencies.FDI continues to grow quickly,in part due to issues with Chinese trade and in part due to a number of well-designed and targeted FTEs.While the focus remains manufacturing,it is moving up the value chain from electronics to semiconductors,SMART manufacturing and greentech.Sources of inbound

6、FDI are also broadening from their historical Asian big 5(led by Singapore),to also include the EU,GCC and MENA.We expect the latter two will continue to grow over the near term.Infrastructure-after being labelled a problem by a major rating agency two years ago,Vietnams logistics industry has begun