Craig Martin of Dynam Capital, manager of Vietnam Holdings
Episode 767, Jun 28, 2022, 10:43 AM
Craig Martin of Dynam Capital, manager of Vietnam Holdings (VNH), talks Vox’s John Hughman through the investment trust’s latest monthly update, and explains why the country’s open for business policies are keeping the country on track to continue its rapid economic growth.
Timestamps:
How Vietnam's "open for business policies" are attracting companies like Apple and underpinning rapid economic growth. Start
The emergence of strong domestic brands 0:33
Why Vietnam's growth story has much further to run 5:40
Improving corporate governance and the country's legal and regulatory environment 9:09
Why Vietnam's is coping better with inflation 13:02
Explains the relative strength of Vietnamese indices 15:48 What Vietnam Holdings is doing to outperform its index 17:41
Timestamps:
How Vietnam's "open for business policies" are attracting companies like Apple and underpinning rapid economic growth. Start
The emergence of strong domestic brands 0:33
Why Vietnam's growth story has much further to run 5:40
Improving corporate governance and the country's legal and regulatory environment 9:09
Why Vietnam's is coping better with inflation 13:02
Explains the relative strength of Vietnamese indices 15:48 What Vietnam Holdings is doing to outperform its index 17:41