Had a chat to a broker in HSBC in HK they are looking at ZDX. Seems Vietnam is a hotting up. Gold imports have been shut down for the rest of the year, hence local production is in higher demand. However USD is also favourable for the gold producers out of Vietnam.
I expect that with the Canadian resource market down and Australia being driven by the Asian market ZDX may become appealing to the fund managers wanting exposure to Vietnam.
