This sector traditionally covers industries that are most sensitive to a positive economic growth cycle. The decade-long expansion in the economy, combined with the demographics of Vietnam, means the ranks of the consumer- and middle-class are ever swelling, fueling this sector.

The Consumer Discretionary sector includes Fast Moving Consumer Goods, durable household goods, distribution and logistics, and consumer products and services. Leisure and media components typically part of the Consumer Discretionary sector are covered by our Real Leisure and Entertainment Media categories.

AI Capital looks for fractured industries within Consumer Discretionary, where we can apply classical M&A activities to enhance scale, efficiency and productivity, all the while increasing returns for shareholders and consumers alike.