Craig Martin of Dynam Capital, manager of Vietnam Holdings #VNH, talks Vox’s John Hughman through the investment trust’s latest monthly update, and explains why the country’s open for business policies are keeping the country on track to continue its rapid economic growth.
00:00 How Vietnam’s & open for business policies are attracting companies like Apple and underpinning rapid economic growth
00:33 The emergence of strong domestic brands
05:40 Why Vietnam’s growth story has much further to run
09:09 Improving corporate governance and the country’s legal and regulatory environment
13:02 Why Vietnam’s is coping better with inflation
15:48 Explains the relative strength of Vietnamese indices
17:41 What Vietnam Holdings is doing to outperform its index