Inderes interviewed Maggie Yi from the PYN Elite portfolio team about the Vietnamese market. Maggie says the improved macro numbers are among other factors behind the good performance of the VN-Index this year.
The interview is in English. Topics:
00:00 Beginning of the interview
00:23 Performance of the VN-Index
04:51 KRX-trading system
07:23 Broker stocks and DNSE
10:03 DNSE versus competitors
13:05 Market cycle and broker stocks
14:50 Education in Vietnam
20:12 AI and our tech stocks FPT and CMG
24:53 Banking sector and non-performing loans
28:18 Sacom-bank, PYN Elite’s biggest bet
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The attached publication is marketing material and should not be regarded as a recommendation to subscribe or redeem units of the PYN Elite Fund. Before subscribing please familiarize yourself with the Key Information Document, the Prospectus and the Rules of the Fund. The material presented in this text is based on PYN Fund Management’s view of markets and investment opportunities. PYN Elite Fund (non-UCITS) invests its assets in a highly allocated manner in frontier markets and in a small number of companies. This investment approach involves a larger risk of volatility compared to ordinary broadly diversified equity investments. The value of an investment may decline substantially in unfavorable market conditions or due to an individual unsuccessful investment. It is entirely possible that the estimates of economic development or a company’s business performance presented in this presentation will not be realized as presented and they involve material uncertainties.