Following Vietnam’s upgrade to emerging market status by FTSE Russell in early October, analysts estimate the new status could attract US$4–10bn in portfolio inflows over the next 12–18 months. Other estimates predict Vietnam could see cumulative capital inflows of up to US$25bn by 2030. This represents a wave of capital that will support the continued […]

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Vietnam has been upgraded to a Secondary Emerging Market from a Frontier Market status by FTSE Russell, as the global index provider recognises the progress Vietnam has made in developing its equity market, ready for increased foreign investment. The reclassification marks a major step in Vietnam’s continued economic development, with the country meeting all the […]

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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.

The UK Investor Magazine has selected a diverse range of investment trusts for readers to consider this month. Our selections provide targeted exposure to the fast-growing Asian economy of Vietnam and a blend of high-growth and high-income UK equities. Vietnam Holding  Investors may look at Vietnam Holding and think they’ve missed a buying opportunity. In […]

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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. […]

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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 […]

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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.

The Vietnam Holding Investment Trust has achieved something no other London-listed Vietnam-focussed Investment Trust has been able to do for over 15 years – expand the size of its fund by issuing shares to investors. Vietnam Holding’s strong performance has captured the attention of investors to the extent it has completely erased its share price […]

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If it’s not already, Vietnam Holding is fast becoming the UK’s leading vehicle for investing in Vietnam. For many years, VNH has outperformed its peers, and full-year results reinforce the investment trust’s dominance, both in terms of overall outperformance of the benchmark, and outperformance of its peers. Vietnam Holding may not be the largest Vietnam […]

The post Vietnam Holding outperforms again with peer group leading NAV increase 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.

The Vietnam Holding Investment Trust’s largest portfolio company FPT is expanding its artificial intelligence business in Japan using Nvidia chips, according to reports by Nikkei Asia.  Last week, Dynam Capital’s Chairman Craig Martin joined us on the UK Investor Magazine Podcast to discuss FPT’s international presence, which has really ramped up a gear with $200m […]

The post Vietnam Holding’s FPT to make $200m investment into Japanese AI data centres using Nvidia chips 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.

Following a period of strong performance and a narrowing discount by Vietnam Holding, the investment trust has been added to the FTSE All-Share index in the latest quarterly reshuffle. The trust has significantly outperformed its benchmark over the past year, and its share price appreciation means Vietnam Holding now joins the ranks of London’s top […]

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Vietnam Holding is excellently positioned to benefit from Vietnam’s export boom through its substantial holding in Gemadept, one of the country’s top two shipping and logistics companies. Vietnam Holding has carefully constructed a market-leading portfolio, with Gemadept taking a large proportion of it. This portfolio plays into key themes, including Vietnam’s industrialisation, digitalisation, and domestic […]

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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 […]

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Vietnam Holding has had an exemplary start to 2024. The trust’s share price is up 12%, and the discount has narrowed to 6.5%. UK Investor Magazine included Vietnam Holding in its ‘Top 15 Stock Picks for 2024’. Year-to-date, it has been one of the best performers. Despite the sterling start to the year and sector-beating […]

The post Why Vietnam Holding has further to run 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.

Our 15 Stock Picks for 2024 selects shares from the entire universe of London-listed companies ranging from FTSE 100 stalwarts to exciting AIM-listed growth companies and diversified Investment Trusts. Anglo American Anglo American presents an attractive value proposition for 2024. The diversified miner’s PE Ratio is just 5x 12-month trailing earnings. Although there are questions about the […]

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The Vietnam Holding Investment Trust has had a tremendous 2023 as Asian markets recovered from the pandemic and Vietnam continued to grow as an economy. Despite this year’s rally, Vietnam Holding still presents a solid opportunity for investors seeking to gain exposure to one of South-East Asia’s fastest-growing economies. Trading at 308p Vietnam Holding has […]

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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.

Many London-listed Investment Trusts are providing investors with the opportunity to capture attractive discounts to NAV, in some circumstances discounts that haven’t been on offer for many years. In the article, we explore three Investment Trusts with not only attractive discounts but significant opportunities for NAV growth in the coming years. Vietnam Holding Vietnam Holding […]

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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, […]

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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 […]

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