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Booming manufacturing, surging trade, and record highs with Vietnam Holding
Manage episode 427134440 series 2334872
Content provided by Jonathan Roychoudhury and UK Investor Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Roychoudhury and UK Investor Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The UK Investor Magazine was delighted to welcome Craig Martin, Chairman of Dynam Capital, the fund manager of Vietnam Holding, back to the podcast for a fascinating instalment of Vietnamese economic and portfolio construction.
Explore Vietnam Holding in the UK Investor Magazine Investment Centre
At the time of recording, Vietnam Holding shares were just a whisker away from a record high which was set just a few days prior.
We discuss the key economic data behind Vietnamese equities’ ascendancy and the positioning AAA-rated managers at Dynam Capital have taken to drive significant outperformance compared to the benchmark.
Craig provides an overview of Vietnam Holding’s high-conviction portfolio detailing specific companies and core investment themes.
Hosted on Acast. See acast.com/privacy for more information.
376 episodes
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Manage episode 427134440 series 2334872
Content provided by Jonathan Roychoudhury and UK Investor Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Roychoudhury and UK Investor Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The UK Investor Magazine was delighted to welcome Craig Martin, Chairman of Dynam Capital, the fund manager of Vietnam Holding, back to the podcast for a fascinating instalment of Vietnamese economic and portfolio construction.
Explore Vietnam Holding in the UK Investor Magazine Investment Centre
At the time of recording, Vietnam Holding shares were just a whisker away from a record high which was set just a few days prior.
We discuss the key economic data behind Vietnamese equities’ ascendancy and the positioning AAA-rated managers at Dynam Capital have taken to drive significant outperformance compared to the benchmark.
Craig provides an overview of Vietnam Holding’s high-conviction portfolio detailing specific companies and core investment themes.
Hosted on Acast. See acast.com/privacy for more information.
376 episodes
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Similar to UK Investor Magazine
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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continue reading
The Tai Lopez podcast brings you the best business education straight from the world's top entrepreneurs. I will also review the best books in health, wealth, love and happiness that will help you achieve your maximum potential and live the best life possible.
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continue reading
This is an all inclusive podcast for Australian investors. Join Blue Wealth’s Senior Education Specialist, Owun Taylor in conversation with industry experts, leaders, and thinkers about what it takes to be a clever and more successful investor. A weekly podcast serving up the easiest-to-understand finance program. Delivered in bite-sized chunks, meaning no episode is ever more than 20 minutes.
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A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon. Want more Slate Money? Subscribe to Slate Plus to unlock weekly bonus episodes. Plus, you’ll access ad-free listening across all your favorite Slate podcasts. Subscribe now on Apple Podcasts by clicking “Try Free” at the top of our show page. Or, visit https://slate.com/moneyplus to get access wherever you listen.
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Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
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continue reading
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