VietNam Holding – executive interview (17 June 2024)
Executive interview
17 June 2024
VietNam Holding (VNH) is an investment company that holds a concentrated high-conviction portfolio of Vietnamese stocks. In this interview, Craig Martin, executive chairman of Dynam Capital (VNH’s investment manager), discusses the corporate earnings outlook in Vietnam, as well as the local government’s approach to fostering Vietnam’s economic growth in the context of the recent political changes. He also elaborates on VNH’s current portfolio positioning, its recently introduced share redemption facility and the company’s approach to ESG. For the latest insights into emerging markets, please read our recent thematic report. https://www.edisongroup.com/thematic/emerging-markets-worthy-of-consideration/33683/ MORE »
