Episode 2352
2352: Vietnam Holding: Still More Upside in Vietnam Yet
The Vox Markets Podcast · Vox Markets Podcast
March 30, 202615m 56s
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Show Notes
Vietnam Holding’s interim results showed solid NAV and share price progress, supported by disciplined stock selection, resilient Vietnamese macro fundamentals, and active discount management. The discussion focuses on how the fund is positioning for Vietnam’s next growth phase, while using redemptions and buybacks to reinforce shareholder alignment.