~ Le Viêt Nam, aujourd'hui. ~
The Vietnam News

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[Year 2001]

Hard sell

HANOI - With a jolt of Techno music, Unilever Vietnam chairman Michel Dallemagne launched a slick video presentation at Singapore's Shangri-La Hotel. He trumpeted his company's $175 million in annual turnover, projected to double by 2006. But Dallemagne wasn't just blowing his own horn--he was there to pitch Vietnam's potential to other foreign investors. The Unilever video concluded with the question: "Can You Afford to Wait?" For many global investors, the answer might well be, "Yes," given the red-hot prospects in China and falling interest in Southeast Asia. That's why the Vietnamese have realized they can't afford to sit back and wait for more foreign investment. Displaying a new verve for overseas promotion, the Hanoi government put together its first roadshow on March 15 in Singapore. Figuring that foreigners could help make a convincing case, top Vietnamese officials shared the podium with friends from the Singaporean government, the World Bank and top firms like Unilever and Coca-Cola.

The show marked a shift in mindset. During the foreign-investor rush in the early to mid-1990s, "the Vietnamese acted as though they were doing you a favour by allowing you to come in. Now they understand that they have to market themselves," notes a Singapore-based financial consultant. Vietnam hopes to build on the new optimism stemming from a bilateral trade agreement with the United States, signed last July. While the pact awaits ratification on both sides, it has rekindled some interest among potential investors, according to lawyers and consultants. By holding out the promise of easier access to U.S. markets and a more competitive business climate in Vietnam, the trade accord has started to dispel some of the negative sentiment clouding recent years. In aiming to attract long-term investment, Vietnamese officials don't see the current economic slowdown in America as a major threat.

Vietnam still has a long way to go to recapture the buoyancy of 1996, when pledged foreign direct investment, or FDI, topped $8.6 billion--actual investment reached only $2.6 billion. By 1999 FDI pledges had plunged to $1.5 billion, recovering slightly in 2000 to $2.3 billion. It's still too early to argue that Vietnam has turned the corner, but local officials were cheered by the news that in the first two months of 2001, Vietnam licensed 35 new FDI projects worth $71.3 million, a 16% gain over the same period last year. A February 8 report from Salomon Smith Barney forecast 8.5 % real export growth and 5.8% GDP growth in 2001, predicting that Vietnam "should still outperform most of its East Asian neighbours except China, and perhaps Taiwan."

"It's going in the right direction," says Steve Brice, an economist in global markets with Standard Chartered Singapore. "There's been an acceleration of reforms in the last 12 months, but there's always the risk they'll backtrack." The Communist Party of Vietnam did announce recently that the state sector will retain the "leading role" in the economy. This has prompted some worry over continuing discrimination against domestic private firms, which could deter potential foreign investors looking for strong private business partners. During the roadshow, however, Deputy Prime Minister Nguyen Tan Dung affirmed his commitment to healthy competition. "Of course it is also important to further strengthen and consolidate state-owned enterprises in major sectors of the economy," Dung told the Review. "But we are willing to play fair in those major sectors, operating on market-based principles."

Rusty organization
Vietnam could have used a little more market savvy in organizing the show. Despite the help of a Singaporean PR firm, publicity was minimal and organizers acknowledged that many of the 500 invitations were mislaid. The list of 150 participants included executives from only 68 firms--with more than half of them already investing in Vietnam. Old corporate hands acknowledge Vietnam's problems with legal enforcement and bureaucratic inefficiency. They also complain about the tax structure. But Singapore Acting Minister for Trade and Industry Peter Chen echoed the universal praise for the workforce, which he called "full of enthusiasm, quick to comprehend and execute newly learned skills." Singapore is currently the top source for foreign investment in Vietnam, with FDI pledges of $6.75 billion; bilateral trade rose 47% last year to $2.9 billion.

Some analysts reckon Vietnam could benefit from Indonesia's woes. But don't expect any gloating. "We are very keen for stability in the region, as a whole," says Nguyen Xuan Chuan, vice-minister of industry. Otherwise, China looks likely to gobble up even more foreign dollars.

By Margot Cohen - The Far Eastern Economic Review - March 29, 2001.