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Asia Funds Create Alliance to Help Funnel Billions Into Vietnam

Motorcyclists travel along a road in Hanoi, Vietnam, on Friday, Sept. 18, 2020. Vietnamese billionaire Pham Nhat Vuong, the founder and chairman of Vingroup JSC, wants to help his nation’s 96 million motorbike riders go green, replacing their noisy gas guzzlers with electric scooters. Subsidiary VinFast has a new $3.5 billion, 36.1 million-square-foot factory in Haiphong, where it’s building e-scooters, electric buses, and electric cars. Photographer: Linh Pham/Bloomberg (Linh Pham/Bloomberg)

(Bloomberg) -- Several regional private equity firms have banded together to establish a Vietnamese alliance, aiming to facilitate $35 billion of investment into the Southeast Asian country over the next decade.

The newly established Vietnam Private Capital Agency, founded by five partners from funds including Golden Gate Ventures, Do Ventures and Monk’s Hill Ventures, will organize seminars, support private equity firms and both lobby and work with the government on policy. Its goal is to facilitate investment in sectors from agriculture to education and health care, said Vinnie Lauria, a board member for the agency.

It’s unclear how the association arrived at its investment projection, which is several times higher than Vietnam’s tech sector attracts annually, at present. But many investors tout the country’s potential at a time US-China tensions are prompting businesses to relocate factories and target new markets for growth. Vietnam’s digital economy is expected to surpass $90 billion in 2030 from $30 billion last year, according to a joint report from Google, Temasek Holdings Pte and Bain & Co. 

“Vietnam is a hot market,” said Lauria, a Golden Gate founding partner. “The motivation to establish the VPCA stemmed from key developments in Vietnam, including rising wages and GDP, increasing FDI, export growth post-Covid, government innovation programs, and rapid infrastructure development.”

The industry association hopes to broaden its membership to 100 individuals by the end of next year, from more than 40 now. Existing member firms also include Vertex Ventures, Ascend Vietnam Ventures and Mekong Capital.

Vietnam’s startup scene has exploded in past years, driven by the rise of firms such as games developer VNG Corp. But as with much of Southeast Asia, the country’s tech sector has struggled to raise capital since a post-Covid economic downturn. 

In 2021, Vietnam drew a record $2.6 billion through 233 private deals, up from $700 million via 140 deals a year prior, according to the Google report. But total capital invested in Vietnamese tech startups last year plunged 17% to $529 million, placing it third among Southeast Asian countries, according to a separate report from Do Ventures and the Vietnam National Innovation Center.

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