Why are global investors quietly turning to Vietnam? In this Vantage interview, Craig Martin, chairman of Dynam Capital and manager of Vietnam Holding (LSE: VNH, market capitalisation £89m), shares why Vietnam is a compelling growth story right now. From booming GDP and an increase in tourism to AI-driven innovation and a growing consumer base, this is a market ripe with opportunity – but flying under the radar. Craig illustrates this by discussing FPT Corporation and FPT Digital Retail. Watch the full interview now to understand how Vietnam is positioning itself as the next frontier for equity investors and how Craig’s team continues to deliver outperformance.
The US equities market is the largest in the world, accounting for c 40% of total world market capitalisation. What do non-us US equities need to know? Sally Boyle speaks to Neil Shah about this growing opportunity. Visit our playlist for more Q&As between with Sally and Neil.
We live in a world of increasing geopolitical instability, higher inflation and tightening monetary policy. Can investing in real assets provide sustainable, less correlated returns?
For investors, the obsession with the billionaires club is a distraction. A whole universe of investment opportunities exists in SpaceTech as the technologies and infrastructure are developed to deploy the rapidly growing number of low earth orbit satellite (LEO) constellations. These will acquire and transfer increasing volumes of data for applications including communications, weather forecasting, climate change, imagery, resource planning, asset tracking, navigation, the internet of things as well as defence. Let’s find some of the best.