PYN Elite portfolio manager’s Q&A: Are the Vietnamese stocks already too high?
It is time for the last Investor Letter of the year. Portfolio Manager Petri Deryng has lot of questions to go through, starting from this: Has the surge in prices
It is time for the last Investor Letter of the year. Portfolio Manager Petri Deryng has lot of questions to go through, starting from this: Has the surge in prices
VN Index increased 8.4% in November, +4.4% YTD while PYN Elite’s NAV rose 11.0% in November and +15.9% YTD thanks to TPB (+19.5% MoM), VEA (+14.7% MoM) and CTG (+15.5%
Vietnamese companies had a good earnings growth momentum and the year 2020 was ripe for an excellent market performance. After a strong start in January, we witnessed in the spring
VNIndex + 2.2% in Oct, – 3.7% YTD, while PYN +2.0% in Oct and +4.4% YTD. The index had a strong rally for the first three weeks of October as
I ended up putting more personal money into PYN Elite fund in the last week subscription. In these last few weeks I have followed very closely companies Q3-reportings of our
After couple of years of sluggish performance, the Vietnamese stock market was ripe for a big year in January 2020.But it all turned upside down. In the beginning of the