세계 투자 흐름에 중심에 있는 베트남. 특히나 베트남의 FDI전체 비중에서 APEC회원국들이 차지하는 비율은 무려 80%에나 달하고 있습니다. FDI를 살펴보자면 가장 큰 비율은 제조업이, 2순위는 부동산이 차지하고 있습니다. 특히나 부동산 시장의 외국인 투자는 지난 3년간 호황기를 맞이하고 있는데요, 그 투자의 가장 큰 손은 바로 ‘한국’입니다. 그렇다면 부동산의 가장 인기 있는 투자 상품은 무엇일까요? 여전히 싱카포르, 홍콩 등의 투자자들은 하이엔드 상품을 선호하고 있다고 조사되는데요…
트랜드는 변하고 있습니다. 이미 하이엔드에만 집중하던 베트남의 대형 개발사들도 ‘Affordable’시장으로 뛰어 들기 시작했으며, 발빠른 투자자들 역시 ‘Affordable’시장의 가능성을 알아차리고, 투자노선을 변경하기 시작했습니다. 하이엔드, 즉 베트남의 상류층이나 외국인들의 독점상품에만 호황이었던 부동산 투자가, Affordable 상품으로 확대되면서, 베트남의 ‘다수’를 위한 주거환경 개선이 전망됩니다.
Vietnam is celebrating the 20-year of its APEC membership. After joining the APEC since 1996, Vietnam’s economy has grown at annual average rate of above 6% over the past decade. One of the biggest benefits that Vietnam has received from APEC membership are the huge opportunities in attracting investment and expanding trade. Specifically, APEC’ s members account for 78% of Vietnam’s FDI, 75% of trade, 79% of foreign visitors, and 38% of official development assistance. Furthermore, 7 APEC economies occupies for the biggest export markets of Vietnam, including the US, China, Japan, South Korea, Hong Kong, Malaysia, and Singapore.
The manufacturing and processing sector has made an incredible breakthrough in the first 11-month of 2018, rose by 12.2% on-year, the highest 11-month level since 2011. Other industrial sectors also showed an increase, for example, metal (23.7%), medicines (22.3%), steel (40.9%), and animal feed (17.5%). However, the exploitation of crude oil and natural gas reduced by 5.5%. In addition, the economy in this year will grow at least 6.7% this year, thanks to the strong performance of these key sectors such as agro-forestry-fishery up 3.3%, industry and construction up 7.59%, and services up 7.35%.
A new trend of foreign investment flows into Vietnam called the New Economy Model (NEM), meaning cross-border investment without capital contribution to Vietnamese partners. As Vietnam is attempting to catch up with the Fourth Industry Revolution and the rapid developments of new technologies, the country is now looking for partners who have strong expertise in technology development and innovation. Seeing the potential of the current market, many leading technology groups from Sweden and other countries are penetrating further into Vietnam, such as Ericsson, Siemens, ABB, Volvo Buses, Roxtec, and Axis. The local group, Vingroup, has also received an approval for its investment plan in a smart electronics manufacturing plant worth nearly $52.17 in Hanoi’s Hoa Lac High-Tech Park. Thus, the NEM has not only contributed to the growth of domestic companies, but also changed the FDI landscape across several factors.
In May 2017, the Prime Minister (PM) approved a proposal to revise the city’s general planning, with a new vision towards 2035, which covers about 150,000-hectares space and estimated official population of about 650,000 people. The major highlight of the revised planning will be the no limitations of the height of buildings, with only the total floor and land area kept under control. There is an exception for areas near mountains, with the height of buildings not surpassing 2/3 of the mountain height.
In general, over the last 3 years, foreign investment in the real estate market has been increasing on-year. Developers from Singapore, Japan and South Korea have favored development sites in downtown area within close to the metro line stations. Furthermore, according to CBRE, investors from Singapore, Hong Kong and Taiwan have shown strong interests in serviced apartment and condos, accounting for 75% of total buyers in the buy-to-let market. Overseas buyers accounted for 50% of all successful residential deals.
In addition, the total FDI in new and existing projects, capital contribution and share purchasing reached $30.8 billion in the first 11-month of 2018. During January and November 20, 2018, Vietnam had 2,714 projects newly registered with $15.78 billion. Lastly, the real estate remains the 2nd-largest sector in the country, with $6.5 billion, occupying for 21.3% of total registered capital.