VietNam Holding (VNH) offers investors exposure to a high-growth frontier market with conviction stocks across the market cap spectrum. With c 10% cash in the portfolio currently, VNH is well positioned to capture emerging investment opportunities in Q422 and 2023. In particular, c 60% of the fund is focused on the megatrends of industrialisation, urbanisation and consumption, supported by the country’s recent new five-year plan. VNH’s performance relative to the index can be volatile, as it is a very concentrated fund.
Key points of the interview:
• Vietnamese economy in 2022.
• Vietnamese financial markets: performance, domestic money, international flows.
• Outlook (economy and financial markets for 2023) and VNH’s current positioning.
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