Bull, Bear & Beyond – Vantage: VietNam Holding’s 20th anniversary and Vietnam’s reform-driven future

In this Vantage interview, Edison’s Neil Shah speaks with Craig Martin, chairman of Dynam Capital, who looks back at the 20-year history of VietNam Holding, an investment company that pursues an all-cap, high-conviction, valuation-aware strategy focused on Vietnamese equities. He explains the Vietnamese government’s capitalist mindset and how its drive towards domestic reforms are illustrated by its new agenda, which some compare to the Doi Moi reforms in the 1980s. He then discusses the impact of Vietnam’s upgrade to a secondary emerging market by FTSE Russell and the prospects for a similar upgrade by MSCI, as well as a potential upgrade of Vietnam’s sovereign credit rating to investment grade. Finally, he also looks at how the Vietnamese economy is dealing with the impact of the war in the Middle East.

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About Bull, Bear & Beyond: Each episode features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.