*VIDEO* Vietnam Holdings year in review: moving up the economic value chain
Vietnam is on course to be one of the fastest growing economies in 2022 as it continues its post-pandemic recovery, and major technology manufacturers shift production from China into the country. And although markets haven’t been kind, that’s created a buying opportunity for investors in country whose long-term growth prospects remain very much intact according to Craig Martin of Dynam Capital, manager of the (VNH ) investment trust.
0:40 Looking at Vietnam’s economic performance in 2022 and the drivers behind its return to rapid growth including the relocation of manufacturing to Vietnam, particularly from China.
4:04 The expansion of Western technology manufacturers in Vietnam and the potential for the country to move further up the value chain, and how this is benefiting VNH’s portfolio companies.
7:44 How the expansion of technology manufacturing is increasing both the wealth and intellectual capacity of Vietnam, and the county’s investment in STEM education and e-commerce?
8:33 Is there a risk that investment in Vietnam slows as China reopens, or has Vietnam moved beyond simply being a low-cost producer?
11:08 The potential impact on Vietnam as a result of global Net Zero plans, including the opportunities in shifting to renewable energy and transport electrification.
14:11 The importance of ESG in VNH’s investment approach, the practical benefits of sustainable investing, and how it’s working with its portfolio companies on their ESG journeys.
17:02 Vietnam’s sensitivity to interest rate rises, other factors affecting the Vietnam market, and how VNH is managing to outperform the market and taking advantage of the current cheapness.
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