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Real Estate: Resilience intact, tariff fears overstated

Sector Insights

Real Estate: Resilience intact, tariff fears overstated

We maintain that market concerns over the impact of tariff on IP developers are overstated. Vietnam’s resilience, supported by legal reforms, rising infrastructure investment, and an improving trade outlook, continues to reinforce its role as a key mid to long-term FDI destination. This is consistent with the strong 3Q25 results of developers under our coverage, while they also reported renewed FDI interest after the final tariff announcements. We favor SIP, IDC and KBC for their strong fundamentals and proven track record in serving FDI clients. These companies are well-positioned to capture opportunities from the ongoing expansion of Southern Vietnam’s infrastructure.

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