PYN Elite’s NAV hit its low point for the year on 27 July, when it closed at €487.3. Since then, the NAV has recovered upwards roughly 10%, with the latest
Vietnam stock market had a terrible performance in July, with a max drawdown of around 10%. Better-than-expected earnings helped the market recover part of its losses. Vietnam’s infrastructure investments are
Hopefully many of us have been focused on our summer holidays and have not wasted time by following the Vietnamese stock market during July. The weakness of the market has
VN-Index recovered from mid-June following the signing of a 14-point MoU between the US and Iran, which established a ceasefire framework. However, the Index still ended June -0.2%, with bank stocks leading
I’m writing this investor letter on a small island in the Sipoo archipelago. I can see the little ones of the bird families have hatched and are hopping around in their
Maggie Yi, a member of PYN Elite’s portfolio management team, dropped by the Inderes studio during her visit to Helsinki to talk about the outlook for Vietnam. “I spent a