767: Craig Martin of Dynam Capital, manager of Vietnam Holdings

19:28
 
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Manage episode 332812000 series 2936804
بواسطة Vox Markets Podcast، اكتشفه Player FM ومجتمعنا ـ حقوق الطبع والنشر مملوكة للناشر وليس لـPlayer FM، والصوت يبث مباشرة من خوادمه. اضغط زر الاشتراك لمتابعة التحديثات في Player FM، أو ألصق رابط التغذية الراجعة في أي تطبيق بودكاست آخر.
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

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