News

COVID-19 VIETNAM

Vietnam’s latest COVID-19 figure is 266 infections. Only one new infection has been detected in the last 24 hours. No country has been able to compile statistics on virus infections

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March 2020

March was a complete knock out: oil prices collapse, stock markets faced panic and forced selling with volatility unseen before, central banks took immediate action. S&P 500 dropped -20% YTD,

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Investor Letter 1/2020

Unfortunately, in recent days, many other countries have been forced to follow the similar measures already seen in China to curb the coronavirus epidemic. We hope that your relatives survive

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February 2020

February was a turbulent period for global stock markets when more cases of people infected with the Coronavirus were reported in Korea, Italy and other regions. VN Index declined 5.8%,

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ALL IN!

The Vietnamese market was attractively priced even before the stock market slump caused by the coronavirus. Vietnamese listed companies have seen good earnings growth, but the index has been consolidating

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