Topics (Interview is in English):
00:00 Introduction
00:18 Tariffs and the Trump Organization’s golf resort in Vietnam
08:27 Valuation of the Vietnamese stock market
10:14 GDP growth target
14:41 MBB
18:39 Situation in the banking sector
20:35 Aviation sector
23:25 HVN
26:11 Stock exchange trading platform KRX and Vietnam’s EM status?
28:40 CCP
30:37 Risk management in brokerage stocks
Important information regarding the text and the Fund
The attached publication is marketing material and should not be regarded as a recommendation to subscribe or redeem units of the PYN Elite Fund. Before subscribing please familiarize yourself with the Key Information Document, the Prospectus and the Rules of the Fund. The material presented in this text is based on PYN Fund Management’s view of markets and investment opportunities. PYN Elite Fund (non-UCITS) invests its assets in a highly allocated manner in frontier markets and in a small number of companies. This investment approach involves a larger risk of volatility compared to ordinary broadly diversified equity investments. The value of an investment may decline substantially in unfavorable market conditions or due to an individual unsuccessful investment. It is entirely possible that the estimates of economic development or a company’s business performance presented in this presentation will not be realized as presented and they involve material uncertainties.
