Unlocking value and harnessing growth in Vietnam with Vietnam Holding IT

UK Investor Magazine

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3y ago 38:03

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The UK Investor Magazine Podcast is joined by Craig Martin, Chairman of Dynam Capital, manager of the Vietnam Holding (LON:VNH) Investment Trust.

Vietnam was Asia's fastest growing economy in 2020, expanding 3%, so it is fitting Vietnam Holding was the best performing London-listed Investment Trust in May in terms of Net Asset Value.

Vietnam's economy is becoming increasingly digital with many Vietnamese using smart phones for digital transactions, but with around 60% of the population still unbanked, there is significant opportunity for greater adoption as the middle class grows.

Vietnam Holding provides exposure to the evolution in the Vietnamese economy through banking shares, but also steel and construction companies.

The Vietnamese government is spending $119 billion on infrastructure in an effort to increase GDP through 2025.

Despite Vietnam being a communist country, Craig highlights sentiment round Vietnam being a country of 100 million entrepreneurs and discusses the changes he has seen on the ground in his 27 years in the country.

Find out more about Vietnam Holding on their website here.

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