Przejdź do trybu offline z Player FM !
Booming manufacturing, surging trade, and record highs with Vietnam Holding
Manage episode 427134440 series 2334872
The UK Investor Magazine was delighted to welcome Craig Martin, Chairman of Dynam Capital, the fund manager of Vietnam Holding, back to the podcast for a fascinating instalment of Vietnamese economic and portfolio construction.
Explore Vietnam Holding in the UK Investor Magazine Investment Centre
At the time of recording, Vietnam Holding shares were just a whisker away from a record high which was set just a few days prior.
We discuss the key economic data behind Vietnamese equities’ ascendancy and the positioning AAA-rated managers at Dynam Capital have taken to drive significant outperformance compared to the benchmark.
Craig provides an overview of Vietnam Holding’s high-conviction portfolio detailing specific companies and core investment themes.
Hosted on Acast. See acast.com/privacy for more information.
380 odcinków
Manage episode 427134440 series 2334872
The UK Investor Magazine was delighted to welcome Craig Martin, Chairman of Dynam Capital, the fund manager of Vietnam Holding, back to the podcast for a fascinating instalment of Vietnamese economic and portfolio construction.
Explore Vietnam Holding in the UK Investor Magazine Investment Centre
At the time of recording, Vietnam Holding shares were just a whisker away from a record high which was set just a few days prior.
We discuss the key economic data behind Vietnamese equities’ ascendancy and the positioning AAA-rated managers at Dynam Capital have taken to drive significant outperformance compared to the benchmark.
Craig provides an overview of Vietnam Holding’s high-conviction portfolio detailing specific companies and core investment themes.
Hosted on Acast. See acast.com/privacy for more information.
380 odcinków
Alle afleveringen
×Zapraszamy w Player FM
Odtwarzacz FM skanuje sieć w poszukiwaniu wysokiej jakości podcastów, abyś mógł się nią cieszyć już teraz. To najlepsza aplikacja do podcastów, działająca na Androidzie, iPhonie i Internecie. Zarejestruj się, aby zsynchronizować subskrypcje na różnych urządzeniach.