Vietnam Holding (LSE: VNH) marks 20 years on the London Stock Exchange this June, and Jeremy Naylor sits down with Craig Martin, Chairman of Dynam Capital, the trust’s investment manager, to reflect on two decades of investing in one of Asia’s fastest-growing economies and where the opportunity goes from here.
Craig and Jeremy discuss Vietnam’s economic momentum heading into 2026, with the country posting 7.83% GDP growth in the first quarter and exports up nearly 20% year-on-year. Foreign direct investment continues to pour in, reaching USD 18.2bn in the first four months of the year as global manufacturers keep choosing Vietnam for supply chain diversification. Craig explains the current value of Vietnamese equities and touches on some of the stocks held in the portfolio.
They look ahead to what the future holds for Vietnam and why investors should consider adding the trust to their portfolio
