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Booming manufacturing, surging trade, and record highs with Vietnam Holding
Manage episode 427134440 series 2334872
Content provided by Jonathan Roychoudhury and UK Investor Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Roychoudhury and UK Investor Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
The UK Investor Magazine was delighted to welcome Craig Martin, Chairman of Dynam Capital, the fund manager of Vietnam Holding, back to the podcast for a fascinating instalment of Vietnamese economic and portfolio construction.
Explore Vietnam Holding in the UK Investor Magazine Investment Centre
At the time of recording, Vietnam Holding shares were just a whisker away from a record high which was set just a few days prior.
We discuss the key economic data behind Vietnamese equities’ ascendancy and the positioning AAA-rated managers at Dynam Capital have taken to drive significant outperformance compared to the benchmark.
Craig provides an overview of Vietnam Holding’s high-conviction portfolio detailing specific companies and core investment themes.
Hosted on Acast. See acast.com/privacy for more information.
388 episoade
Distribuie
Manage episode 427134440 series 2334872
Content provided by Jonathan Roychoudhury and UK Investor Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Roychoudhury and UK Investor Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
The UK Investor Magazine was delighted to welcome Craig Martin, Chairman of Dynam Capital, the fund manager of Vietnam Holding, back to the podcast for a fascinating instalment of Vietnamese economic and portfolio construction.
Explore Vietnam Holding in the UK Investor Magazine Investment Centre
At the time of recording, Vietnam Holding shares were just a whisker away from a record high which was set just a few days prior.
We discuss the key economic data behind Vietnamese equities’ ascendancy and the positioning AAA-rated managers at Dynam Capital have taken to drive significant outperformance compared to the benchmark.
Craig provides an overview of Vietnam Holding’s high-conviction portfolio detailing specific companies and core investment themes.
Hosted on Acast. See acast.com/privacy for more information.
388 episoade
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Similar cu UK Investor Magazine
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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continue reading
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continue reading
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…
continue reading
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…
continue reading
How can business help solve society’s biggest challenges? Welcome to Series 3 of Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. This series, we’re welcoming broadcaster and journalist Femi Oke to the show. She joins podcaster and journalist Lizzie O’Leary, and together with industry innovators, tech trailblazers and visionary leaders from around the globe, they’ll explore timely ...
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