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230. Bull, Bear & Beyond – VietNam Holding in 60 seconds image

230. Bull, Bear & Beyond – VietNam Holding in 60 seconds

S1 E230 · Bull, Bear & Beyond by Edison Group
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6 Plays2 days ago

Get the lowdown from Edison’s Milosz Papst on VietNam Holding, which will soon celebrate its 20th anniversary. VietNam Holding pursues an all-cap, high-conviction, valuation-aware strategy focused on Vietnamese equities.

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About ‘Bull, Bear & Beyond’

Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

About Edison:

Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.

Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

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Transcript

Vietnam Holding's Strategy and Anniversary

00:00:00
Speaker
Edison recently published a review note on Vietnam Holding, which will soon celebrate its 20th anniversary and which pursues an all-cap, high-conviction, valuation-aware strategy focused on Vietnamese equities.

Vietnam's Growth Opportunities

00:00:13
Speaker
Its actively managed portfolio allows investors to tap into Vietnam's growth via its financial sector as well as companies benefiting from the country's industrialization, urbanization and consumption growth stories, which remain intact despite the new global tariff regime.
00:00:27
Speaker
This is supported by the open trade policy and pro-growth agenda of the Vietnamese government. Foreign

Foreign Investor Outlook and Market Upgrades

00:00:33
Speaker
investor participation in the local equity market is likely to increase in the coming years as Vietnam is to be upgraded to emerging market status by FTSE Russell in September 2026 with the potential for a similar upgrade by MSCI a few years later.
00:00:50
Speaker
ah We

Advantages of Vietnam Holding's Size and Flexibility

00:00:51
Speaker
consider VNH's small size and nimbleness an advantage over broader index-like exposure in times of uncertainty and heightened volatility.

Share Redemption Facility for Investors

00:01:00
Speaker
An important attraction of the company is its share redemption facility, where investors can tender all their shares once a year.