On 2 September 1945, Hồ Chí Minh stood in Ba Đình Square, Hanoi, and proclaimed the Declaration of Independence of the Democratic Republic of Vietnam.  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 […]

The post Viva Vietnam: 80 years of independence  appeared first on UK Investor Magazine.

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 differences are emerging between markets in Southeast Asia. The new tariff rates could intensify competition between the […]

The post Is Vietnam the biggest winner in this round of tariff negotiations?  appeared first on UK Investor Magazine.

New exchange platform will improve investment environment in Vietnam The Ho Chi Minh City Stock Exchange (HoSE) reopened yesterday 5 May after the Reunification Holiday 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 economies. […]

The post Vietnam Holding: Trading Places appeared first on UK Investor Magazine.

US President Donald Trump has announced he will impose 46% tariffs on Vietnamese imports, one of his most aggressive trade moves and the third-highest rate imposed on any country.  In his announcement, Mr Trump imposed tariffs on more than 100 countries, adding to several levies he has already imposed on Mexico and Canada, as well […]

The post How Will Vietnam Handle Trump’s Trade Escalation?  appeared first on UK Investor Magazine.

Craig Martin, Dynam Capital  Artificial Intelligence is an inescapable topic in 2025. It has fuelled bold claims about economic growth and stoked anxiety about tectonic shifts in the labour market.   However, it’s clear that countries that embrace it will be better off than those that don’t. In Vietnam, government and business have been both practical […]

The post Vietnam Secures its AI Future with Talent, Tech and Ambition  appeared first on UK Investor Magazine.

With the Year of the Snake underway, Vietnam is pursuing numerous ambitious projects across multiple industries. The energy sector is no exception, with the high-profile renewed campaign for nuclear energy grabbing headlines and the revised National Power Development Plan 8 (PDP8) providing more room for solar and onshore wind development.   Striving for Nuclear Energy  In […]

The post Vietnam doubles down on its energy transition commitment  appeared first on UK Investor Magazine.

Vietnam capped 2024 with a better-than-expected annual GDP growth of 7.09%, beating the government’s target of 6.5%.   This brings the country into 2025 with confidence, even amid global uncertainty driven by war, the return of Donald Trump to the U.S. presidency, and other challenges. Before getting too far into January, it’s worth looking back on […]

The post Vietnam Ends 2024 Strong  appeared first on UK Investor Magazine.

On November 30, the National Assembly approved the largest infrastructure project in Vietnam’s history: the US$67 billion, 1,500-kilometer-long high-speed rail (HSR) line connecting Hanoi and Ho Chi Minh City.  Some versions of this hugely ambitious development have been under consideration for years, though it was rejected in the early 2010s due to cost concerns.  Vietnam’s […]

The post Planes, trains, and automobiles  appeared first on UK Investor Magazine.

As Vietnam races to embrace its lofty semiconductor ambitions, human resources and education have emerged as two of the key pillars of its strategy.  The country has long performed well when it comes to education, especially STEM (Science, Technology, Engineering, and Mathematics) subjects. For example, the most recent Programme for International Student Assessment (PISA) rankings […]

The post Can education give Vietnam a semiconductor advantage?  appeared first on UK Investor Magazine.

Thanks in part to the demand for AI applications, semiconductor chips have become one of the most important tech products globally.   Nvidia, the cutting-edge chip designer, has seen its market cap explode over the last year and is now one of the world’s most valuable companies. Taiwan Semiconductor Manufacturing Company (TSMC), the leading producer of […]

The post Vietnam’s Semiconductor Dreams  appeared first on UK Investor Magazine.

Craig Martin, Chairman of Dynam Capital, offers insights on Vietnam’s complex ESG landscape, stressing the need for eco-friendly practices and energy efficiency to drive transformative change.  Navigating the intricate and evolving landscape of Environmental, Social, and Governance (ESG) investment in Vietnam is no small feat, especially on the path to achieve Net Zero in 2050. […]

The post Dynam Capital’s Chairman On Driving Forward Amist Complexity In Vietnam’s ESG Landscape   appeared first on UK Investor Magazine.

According to the 8th Southeast Asia Digital Economy Report, Vietnam had the fastest-growing digital economy for the second year in a row in 2022. It is expected to retain this title through 2025. This growth comes as the government aims for the digital economy to make up 20% of total GDP by the end of […]

The post Vietnam’s e-commerce – an awakening dragon appeared first on UK Investor Magazine.

Last year in an article, ‘A new frontier in Vietnam’, we noted how Vietnam accounted for 30% of the MSCI Frontier Market Index and highlighted the challenges to being upgraded to the MSCI Emerging Market Index. There is another chance of an upgrade but on a different index, the FTSE Russell Secondary Emerging Market Index. […]

The post Investing in Vietnam: Emerging from the Frontier appeared first on UK Investor Magazine.

Digital banking has exploded in popularity around the world, with an assist from the Covid-19 pandemic, and Vietnam is no exception. According to the Vietnam Banks Association (VBA), Vietnamese banks have invested over US$660 million into digital transformation thus far, with dramatic growth in digital transactions over the past decade. Before 2016, for example, it […]

The post Banks race to the front of Vietnam’s digital transformation appeared first on UK Investor Magazine.

Shortly after the Vietnamese government approved the long-awaited Power Development Plan 8 (PDP8) in mid-May, northern Vietnam endured a severe energy shortage that hobbled manufacturing and left residents struggling to combat extreme heat. A perfect storm of record electricity consumption due to high temperatures combined with drought-stricken hydropower reservoirs running out of water created a […]

The post While challenges remain, Vietnam’s PDP8 presents huge future opportunities appeared first on UK Investor Magazine.

Last week, Raise Partners and Vietcetera co-hosted Vietnam’s first ESG investor conference at the New World Hotel in Ho Chi Minh City. Over the course of two days, speakers and panelists from across the private and public sectors discussed topics including securing development capital through an ESG lens, investing in decarbonization and Vietnam’s energy transition, […]

The post Vietnam’s inaugural ESG investor conference brings together diverse stakeholders to drive a better future appeared first on UK Investor Magazine.

In recent years, Vietnam has attracted more and more attention as a destination for manufacturing investment. While the country was already a significant hub, Donald Trump’s tariffs on China in 2017 spurred major investment in Vietnam, as did China’s years-long pursuit of zero-Covid that only recently ended. In 2018, for example, FDI in Vietnam rose […]

The post Vietnam’s manufacturing sector moves up the value chain appeared first on UK Investor Magazine.

Van, who is originally from northern Vietnam, is one of many white-collar workers now enjoying the economic benefits of living in Ho Chi Minh City. But outside of office hours, Van runs an online business selling locally sourced, high-quality food and groceries. With about 5,000 monthly customers and a food storage warehouse, this is no […]

The post The rise of sustainable consumption among Vietnam’s consumers, small businesses, and corporations appeared first on UK Investor Magazine.

Vietnam currently accounts for 30% of the MSCI Frontier Market Index, making it the largest and most developed constituent of it, so when can we expect the country to step up to the Emerging Market Index? The rapid rise of the retail investor in Vietnam has transformed the country’s capital markets. Two and a half […]

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“We are a long-term investor, and responsible investing helps us select quality companies with sustainable business models and identify and manage potential risks in our portfolio.” – Sean Hurst, Chair of VNH’s ESG Committee Over the last year, Vietnam Holdings (VNH) has established itself as a leader in responsible investing activities in the Southeast Asian country. VNH […]

The post Investing better with Vietnam Holding appeared first on UK Investor Magazine.

On January 1, the Regional Comprehensive Economic Partnership (RCEP) came online. The free trade agreement (FTA) includes the ten members of ASEAN, Australia, New Zealand, China, Japan, and South Korea.  These 15 nations account for roughly 30% of the world’s population and 30% of global GDP, making RCEP the largest-ever trade bloc.  As of this […]

The post What can RCEP add to Vietnam’s FTA collection? appeared first on UK Investor Magazine.

Though 2021 was painful for Vietnam, its economy is expected to bounce back this year thanks to continued manufacturing growth and a more promising Covid-19 situation as a growing majority of the country’s citizens become fully vaccinated. Accounting for roughly 35% of the country’s population, Vietnamese millennials – those aged 18 to 38 years – […]

The post How Vietnam’s millennials will shape the country’s consumer economy appeared first on UK Investor Magazine.

While Vietnam continues to battle by far its worst COVID-19 outbreak of the entire pandemic, economic growth is still expected through 2021. Individual investments continue as a result, with the stock market emerging as the most popular destination for retail investors.  Dynam Capital sought to find out more about the characteristics of Vietnamese retail investors […]

The post The rise of Vietnam’s retail investors appeared first on UK Investor Magazine.

Vietnam had the best performing stock market in the world in May, with its benchmark VN All Share Index up more than 32%. over the first five months of 2021. It is currently the world’s highest growth market, achieving nearly a 3% growth in GDP in 2020 while many other markets plummeted due to the pandemic. […]

The post Vietnam – a digital dragon, guarding a hoard of gold. appeared first on UK Investor Magazine.

Earth Day (April 22nd) is the largest civic event in the world and an important opportunity to raise awareness about climate change, global warming, biodiversity loss and the need to conserve the environment. Even leaders from the USA and China are setting aside their differences to discuss initiatives to lower carbon dioxide emissions at a […]

The post Vietnam Holding (LSE: VNH) celebrates Earth Day appeared first on UK Investor Magazine.

Vietnam Holding (LON:VNH) presents at the UK Investor Magazine Virtual Conference 23rd March. Craig Martin, Chairman of Dynam Capital, the manager of Vietnam Holding presents the case of investing in Vietnam and provides detailed insight into the Southeast Asian economy. Mr Martin explores Vietnam Holding’s portfolio of high-growth Vietnamese companies and breaks down some of […]

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Sponsored by Vietnam Holding. Photo Credit: Michael Tatarski Vietnam’s COVID-19 Vaccine Plans Come Into Focus While the Vietnamese government’s response to the pandemic has been among the most effective in the world over the last year (see below), their strategy regarding an eventual vaccination campaign is now becoming clear. The Prime Minister has now requested vaccinations […]

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Sponsored by Vietnam Holding In 2019 when US President Trump initiated the trade war with China, Vietnam emerged as a winner, with several multinational companies looking to relocate some or all of their manufacturing outside of China to mitigate political risk and avoid penalties and higher tariffs. This became known as a ‘China-plus-one’ strategy. In […]

The post If the USA decouples from China, Vietnam will be a winner appeared first on UK Investor Magazine.

Sponsored by Vietnam Holding Two investment trends have taken centre stage during the season of COVID-19. The first one is Gold, an ancient asset whose appeal is set deep with the human psyche. The other is ESG, a three-letter acronym for Environmental and Social Governance, that has left the cloisters of project finance and become […]

The post Investing better and ESG with Vietnam Holding Investment Trust appeared first on UK Investor Magazine.

Sponsored by Vietnam Holding Viva Vietnam Vietnam is a high growth market situated in the heart of Asia. Its cohesive population of 100m people is young, hard-working and increasingly digitally connected. Over the last 30 years, Vietnam has experienced high levels of GDP growth, averaging about 6 to 7% and attracting record levels of Foreign […]

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