In this latest webinar from Vietnam Holding, Craig Martin, Chairman of the Vietnam-focused fund manager, Dynam Capital, takes investors through Vietnam’s Macroeconomic and equity markets, respectively and more widely, the country’s prominent role in the global supply chain.
The webinar is conducted by Dynam Capital - which currently operates as the fund manager for Vietnam Holding - alongside Gemadept Corporation, one of the leading companies in port operation and logistics in Vietnam, and one of Dynam Capital’s largest portfolio positions.
CLICK HERE TO WATCH THE WEBINAR
Vietnam is an open economy with nearly $340 billion of goods and services supplied to the world in 2021. In the first quarter of 2022, its export turnover was estimated at $88.58 billion, up 14% from the same period the year before. As an important link in the global supply chain, and the logistics sector is an essential business to business service in Vietnam’s economy.
With a 6.5% GDP growth forecast for 2022, Vietnam is expected to return to its 30-year growth trajectory, as domestic demand rebounds and export performance remains strong.
View from Vox
In March 2021, Vietnam recorded a “strong” six month period to 31 December 2021 with net asset value per share rising 14.1% in US dollars and 31.7% in GBP pounds, respectively.
It seems Vietnam remained a very open economy with its trade reaching more than $668 bn in 2021, representing more than 200% of GDP, levels seen by only a few countries globally.
Overall, Vietnam’s stock market was one of the best performing in the world in 2021 with domestic indices hitting record levels. As a result, the Fund was up over 63.9% for calendar 2021, and 14.1% for the period under review outperforming the VNAS (+10.6%) and peers.
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