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Viva Vietnam

Dynam Capital

Vietnam is Asia's growth market. Dynam Capital is the Fund Manager for Vietnam Holding (LSE: VNH) and the Dynam Vietnam Fund

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Substack
PricingOnly free issuesPublishesWeekly
Issues61Founded3 years agoLast Issue8 months ago
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Latest Issues

Moving up in the world

Vietnam’s stock exchange has reached a key milestone today, with FTSE Russell agreeing to upgrade it from Frontier Market to Secondary Emerging Market.

The upgrade isn’t just a change in label; it’s a signal to the world that Vietnam’s fin...

8 months ago
2

Independence Day

From Hunger to Harvest, and the Decade Ahead

In September 1945, as Vietnam declared its independence, the country faced one of its darkest chapters. That same year, the Great Famine swept through the north, claiming nearly two million live...

9 months ago
1
1

Vietnam's better, it didn't get a letter

Vietnam appears to be emerging as a regional winner in the latest round of revisions to US President Donald Trump’s “liberation day” tariffs.

As Mr Trump drip-feeds new tariff rates in posts on social media, clear and significant differen...

a year ago
3

Beyond the Scores: ESG Leadership

Introduction:

Earlier this week, I had the opportunity to speak at the third Vietnam ESG Investor Conference. ESG—environmental, social, and governance investing—is a journey. That phrase echoed through the event, and it’s true. But a jour...

a year ago
1

Trading Places

The Ho Chi Minh City Stock Exchange (HoSE) has reopened this morning with an upgraded trading platform. It’s both a necessary and welcome move which will yield immediate benefits for anyone who wants to invest in one of Asia’s most dynamic...

a year ago
4

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