On 6–7 May 2025, Gemadept Corporation was honored to be the industry representative to participate in the Emerging Vietnam Investor Forum in London organized by Ho Chi Minh City Securities Corporation (HSC). This important event brought together some of Vietnam’s most prominent listed companies—ACB, Masan, Nam Long, PNJ, and Gemadept (GMD)—to present to UK-based institutional investors.
The forum was designed as a strategic platform to highlight Vietnam’s rapidly growing economy and the potential of this market in a period of strong changes and fluctuations in the global market. Gemadept is a leading enterprise, with a solid foundation built and developed over 35 years and is assessed to have many long-term growth prospects. GMD is an enterprise representing the Vietnamese Port and Logistics industry, attracting great attention from major investors and this is the second time GMD has participated in this event.
The Pride of Vietnamese Enterprises
Emerging Vietnam is highly appreciated for its useful and updated information on many areas of the economy. The forum is also recognized as a gathering place for a community of experts, individual investors and large, reputable, dynamic, and potential organizations, who are looking for investment opportunities in the promising Vietnamese market.
The main objective of the event is to introduce the growth potential of Vietnamese corporations and strengthen the confidence of global investors in Vietnam as an emerging and innovative investment destination. Specifically, the forum took place with the following objectives:
- Promote direct engagement with the world’s leading investment funds such as BlackRock, HSBC, Schroders, etc.
- Provide opportunities to share growth stories, strategic orientations and flexible adaptability of Vietnamese companies.
- Strengthen confidence in Vietnam as a dynamic, open and resilient market in the current global context.
- Address key investor concerns, especially around the impact of US-China trade tensions and new US tariff measures. Update business results, growth rates, development strategies, etc.; and highlighted the efforts of Vietnamese corporations to achieve their business goals in 2025.
Investor Concerns: Impact of US Tariffs
A major topic of concern for international investors is US tariffs and their impact on the Vietnamese economy. When the US announced the imposition of a 46% tariff on goods imported from Vietnam, investors expressed concerns about the macroeconomic impacts, especially on the import-export industries.
In response, the Vietnamese government has proactively implemented quick and flexible measures. The Ministry of Finance has directed Customs to tighten supervision of the management of certificates of origin and prevent illegal transshipment. In addition, Vietnam is increasing imports from the US to narrow the trade gap and reaffirm its commitment to fair and balanced trade.
There is still opportunity in danger, in April 2025, Vietnam’s total import-export turnover increased by more than 21% compared to the same period last year. Many experts believe that export turnover to the United States in the second quarter of 2025 will continue to grow strongly thanks to the continuing “frontloading” phenomenon when businesses take advantage of the 90-day tax-free period to boost exports to the US.
At the same time, Vietnam continues to expand its market to promote its competitive advantage with 17 free trade agreements (FTAs). Including the EU-Vietnam Free Trade Agreement (EVFTA), the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) and the Regional Comprehensive Economic Partnership (RCEP), helping Vietnamese exporters access diverse markets outside the United States.
Gemadept’s development prospect
Amid strong global fluctuations, Gemadept remains a positive bright spot. The company expects good business results in the first 6 months of 2025, supported by an increased cargo volume before the tax deadline.
Gemadept still maintains strong international trade connections. Despite certain market concerns, Gemadept is still steadfast in its business plan goals by not adjusting down its output and revenue targets for 2025. Gemadept is proactively responding, while being flexible in operations; building business scenarios; developing other markets to reduce dependence on the US market, working with shipping lines, adjusting routes, restructuring and exploiting new routes to Africa, Europe, Canada & South America etc.
Gemadept reaffirmed its commitment to investing in its core businesses, with plans to expand its port and logistics ecosystem through new investments and strategic partnerships. In addition, the company expects deep-water port handling tariffs to be adjusted to match investment value as well as gradually narrow the gap handling tariffs in the region. Gemadept hopes to increase its capital for reinvestment in developing green, smart ports that meet the requirements of shipping lines.
Gemadept discussed and answered investors’ concerns. Gemadept always welcomes investors’ sharing and contributions. This helps optimize operational efficiency and multiply value for all parties. The event contributes to the common development efforts of the Vietnamese, regional and global economies.
Emerging Vietnam in London organized by HSC was a great success, with cooperation opportunities through the event continuing to open for participating businesses and spreading widely to the investment community. Gemadept is honored to actively contribute to connecting Vietnam with the global value chain.
