In this Investor letter we have few important notes for our positive expectations in the Vietnamese stock market. The earnings growth in the coming years looks very strong and we
In this investor letter we are trying to illustrate with few key data series our views of the outlook for Vietnamese stocks and PYN Elite Fund. We hope you will
My colleagues at PYN recently suggested that I should write a column for an online publication on value investing. This is a topical issue as investors debate the old question
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
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 VN index return was –13.4% this year on the date of this letter. PYN Elite’s value has also declined by roughly 8% YTD. Events in financial markets has been
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