Vietnam's Dealmaking Market on the Rise: Recovery Building Towards 2025

🚀 Vietnam’s Dealmaking Market on the Rise: Recovery Building Towards 2025 🌏

According to Julien Curtet, Managing Partner at Index Partners, Vietnam’s M&A market has transitioned from a slow start to a robust recovery in 2025. While Q1 saw a dramatic drop in deal value (82% decrease), momentum picked up in Q2 with 34 deals valued at $786 million.

🔑 Key Insights:

• Foreign Investment Surge: Foreign direct investment (FDI) hit $21.5 billion in H1 2025, with manufacturing leading at $12.1 billion, showcasing Vietnam’s ongoing strength as a global manufacturing hub.

• Real Estate: Driven by regulatory reforms, urban expansion, and projects like Capitaland’s $553M Binh Duong acquisition, real estate remains the most active sector.

• Healthcare: High-margin specialties like ophthalmology and oncology continue to attract investment.

• Telecom: Investment in semiconductor and AI platforms accelerates.

• Consumer: From retail (Masan’s rapid expansion of WinMart+ stores) to F&B manufacturing, Vietnam’s consumer sector stays strong, fueled by fundamentals and growing investor interest.

With clear regulatory frameworks (e.g., Land Law 2024) and robust macroeconomic policies targeting above 8% GDP growth, the outlook for dealmaking in Vietnam is strong, despite short-term challenges. The recovery is gaining momentum as 2025 unfolds, positioning Vietnam for continued growth in key sectors and a potentially brighter year for deal-making in 2026

See more at: https://lnkd.in/gk-gF73k‍

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