Greetings from Vietnam, where I have been for two weeks visiting companies in Ho Chi Minh City and Hanoi. I have spent my days meeting numerous CEOs and evenings working
We are still excited about the upside potential for the Vietnamese stock market. Here are the keynotes of our new Investor Letter: PYN Elite has performed well, but the big-cap
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