Emergency Podcast: What Could Go Wrong With Vietnam’s Economy | Michael Kokalari | EP 415

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Host: Hao Tran
Guest: Mr. Michael Kokalari - Chief Economist, VinaCapital

While numerous macroeconomic reports point to Vietnam’s strong recovery, why do many of us still feel like the "boom" hasn't arrived? Are there blind spots in the optimistic projections around FDI inflows and public investment?

In this podcast episode, we re-examine the narrative through a more cautious, pragmatic lens with Michael Kokalari, Chief Economist at VinaCapital.

Moving past purely optimistic headlines, this discussion unpacks the other side of the story, from the Cantillon effect and minimal domestic FDI spillovers, to the critical shortage of engineering talent and capital absorption constraints over the next 5 to 10 years.

What does the worst-case scenario look like for Vietnam’s economy? And how can you prepare for the rising cost of living ahead?

Watch the full episode for in-depth analysis from Michael Kokalari and share your perspective in the comments below.

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Too busy to sit down for the video? Listen to the audio version of this episode at:
► Spotify: https://bit.ly/4dSzzcj
► Apple Podcast: https://apple.co/3RdhfOc

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