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*VIDEO* Vietnam Holdings year in review: moving up the economic value chain

10:22, 15th December 2022
Vox Markets

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Vietnam is on course to be one of the fastest growing economies in 2022 as it continues its post-pandemic recovery, and major technology manufacturers shift production from China into the country. And although markets haven’t been kind, that’s created a buying opportunity for investors in country whose long-term growth prospects remain very much intact according to Craig Martin of Dynam Capital, manager of the Vietnam Holding (VNH Follow | VNH) investment trust.
0:40 Looking at Vietnam’s economic performance in 2022 and the drivers behind its return to rapid growth including the relocation of manufacturing to Vietnam, particularly from China.
4:04 The expansion of Western technology manufacturers in Vietnam and the potential for the country to move further up the value chain, and how this is benefiting VNH’s portfolio companies.
7:44 How the expansion of technology manufacturing is increasing both the wealth and intellectual capacity of Vietnam, and the county’s investment in STEM education and e-commerce?
8:33 Is there a risk that investment in Vietnam slows as China reopens, or has Vietnam moved beyond simply being a low-cost producer?
11:08 The potential impact on Vietnam as a result of global Net Zero plans, including the opportunities in shifting to renewable energy and transport electrification.
14:11 The importance of ESG in VNH’s investment approach, the practical benefits of sustainable investing, and how it’s working with its portfolio companies on their ESG journeys.
17:02 Vietnam’s sensitivity to interest rate rises,  other factors affecting the Vietnam market, and how VNH is managing to outperform the market and taking advantage of the current cheapness.


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The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.

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