The last Investor Letter of the year is a new edition of Portfolio Manager’s Q&A. This time, the portfolio manager reflects on the fund’s modest returns, but also offers a
Vietnam’s economy is on the right track, even though it may not be evident from the recent decline in stock prices. In this Investor letter, we will take a closer
Several of PYN Elite’s top holdings companies reported very strong earnings for the first quarter, in spite of earnings growth in the stock market being generally subdued. The mall operator
We have experienced a lot of headwinds in Vietnam during the last 12 months. However, we expect things will be turning during the next 12 months. From now on, the
Below is one paragraph from the last Investor Letter of the year. We have summarized here what happened in the Vietnamese stock market this fall, and what we think will
PYN Eliten salkunhoitaja Petri Deryng oli Inderesin Antti Järvenpään haastateltavana. Puoli tuntia kestävän haastattelun aiheet tässä: 00:00 Aloitus 00:52 Inflaation dilemma 02:59 Vietnam kestää lännen kriisin 07:42 Pankit kasvavat vahvasti