News

Clear Direction for Vietnam

Real estate, stocks, bonds, bank deposits. The big picture is not as clear as one would hope for making sound investment decisions. It is easy to see that the US

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February 2019

In February, VNIndex rose 6.0%, mainly supported by foreign inflow. The stronger foreign inflow has been sustained after the January 30 press conference of FED chairman and release of FED

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January 2019

In January, VNIndex recovered slightly to 910.7, up 2% MoM as supported by 4Q corporate earnings. Tradingvolume saw a significant drop as investors were heading to a long break during

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December 2018

Vietnam’s economy ended 2018 on a positive slew of superlatives. 2018 GDP growth reached 7.08%, the highest in 11 years and exceeding the government’s target. PMI in Dec as well

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Investor Letter 4/2018

Portfolio Manager Deryng’s Investor Letter in December 2018, commenting on key investments and discussing the significance of the stock market decline in the end of the year.

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