The UK Investor Magazine was delighted to be joined Craig Martin, Chairman of Dynam Capital, the manager of the Vietnam Holding Investment Trust.
Craig provides a comprehensive update on the Vietnam Holding portfolio and the factors driving performance in 2022 including inflation, interest rates, and the dynamics of Vietnam’s retail investors.
We highlighted the difference between Vietnam’s energy mix and those facing social unrest such as Sri Lanka and Pakistan.
Vietnam produces a lot of its own food so has been able to avoid much of the negativity associated with rising food prices and inflation.
We finish by looking forward to the rest of 2022 and what it holds for Vietnam Holding.
Find out more on the Vietnam Holding website here.
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UK Investor Magazine