New investor letter: Vietnam will continue to grow
The momentum of Vietnam’s economy has slowed following the rest of the world, but the country continues along its growth trajectory and the course for this decade has been set.
The momentum of Vietnam’s economy has slowed following the rest of the world, but the country continues along its growth trajectory and the course for this decade has been set.
In this presentation you will find our top holdings and our view on Vietnam’s economy. Vietnam’s GDP is expected to continue at an excellent annual growth rate of 6%-7% for
PYN EIite up 12.8% in August Vietnam stock market recovered well in August, VN Index was up 10.4% thanks to VCB (+8.6%), VNM (+13.1%) and BID (+11.7%). PYN Elite’s NAV
At the moment Vietnamese banks account for a total of 32,5 percent of PYN Elite’s portfolio. Our top picks are HDB, CTG, and TPB. We increased our weighting in banks
The Vietnamese stock market has reacted fiercely to the country’s new COVID-19 infections. There have been no new locally acquired infections in the country for three months and all possible