Overview
VietNam Holding Limited is a closed-end fund, domiciled in Guernsey, that aims to provide investors with long-term capital appreciation by investing in a concentrated portfolio of high-growth companies in Vietnam that demonstrate strong environmental, social and corporate governance awareness.
VietNam Holding invests predominantly in publicly-traded companies in Vietnam, but it may also – subject to certain restrictions – invest in foreign companies if a majority of their assets and/or operations are based in Vietnam (up to a maximum of 25% of its net assets). It can invest in equity-like securities, such as convertible bonds, and may also hold private companies (up to a maximum of 20% of its net assets).
You can access the fund’s website here
Fundamentals
Price
Research History
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30 Apr 2025 33 min read
Vietnam Holding Limited – Cheap stocks, bold reforms, big ambitions
Cheap stocks, bold reforms, big ambitions Vietnam Holding’s (VNH’s) manager says that Vietnam still offers one of the most compelling macro stories across emerging markets. It notes that concerns over China, US trade policy and a focus on large-cap US tech have seen it left behind, but says that Vietnam’s fundamentals remain attractive, adding that […]
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29 Apr 2025 34 min read
Vietnam Holding Limited – Cheap stocks, bold reforms, big ambitions
Cheap stocks, bold reforms, big ambitions Vietnam still offers one of the most compelling macro stories across emerging markets. In the short term, concerns over China, US trade policy and a focus on large-cap US tech have seen it left behind, but its fundamentals remain very attractive, and the government is making major structural reforms […]
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33 min read
Vietnam Holding Limited – Cheap stocks, bold reforms, big ambitions
Cheap stocks, bold reforms, big ambitions Vietnam still offers one of the most compelling macro stories across emerging markets. In the short term, concerns over China, US trade policy and a focus on large-cap US tech have seen it left behind, but its fundamentals remain very attractive, and the government is making major structural reforms […]
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12 Jun 2024 21 min read
Vietnam Holding Limited – Stellar performance with plenty of potential
Stellar performance with plenty of potential Vietnam Holding (VNH) has provided strong absolute and relative returns during the last 12 months, expanding its record of outperformance of both peers and relevant benchmarks. The introduction of a redemption opportunity at NAV less associated costs (the first of which is on 30 September this year) has significantly […]
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21 min read
Vietnam Holding Limited – Strong performance with potential for more
Strong performance with potential for more Vietnam Holding (VNH) has provided strong absolute and relative returns during the last 12 months, expanding its record of outperformance of both peers and relevant benchmarks. The introduction of a redemption opportunity at NAV less associated costs (the first of which is on 30 September this year) appears to […]
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22 min read
Vietnam Holding Limited – Stellar performance with plenty of potential
Stellar performance with plenty of potential Vietnam Holding (VNH) has provided strong absolute and relative returns during the last 12 months, expanding its record of outperformance of both peers and relevant benchmarks. The introduction of a share redemption opportunity at net asset value (NAV) less associated costs (the first of which is on 30 September […]
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26 Apr 2024 11 min read
QuotedData’s Investment Companies Quarterly Review – First quarter of 2024
First quarter of 2024 Investment Companies | Quarterly roundup | April 2023 Kindly sponsored by abrdn Equity rally belies difficult quarter for sector 2024 started on strong footing, with global equities (as measured by the MSCI All Countries World Index) rallying 9.2% over the first three months (in sterling terms). However, while there some standouts […]
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15 Dec 2023 28 min read
Vietnam Holding Limited – Bringing you redemption
Vietnam Holding Limited Investment companies | Annual overview | 15 December 2023 Bringing you redemption Vietnam Holding (VNH) continues to provide both a peer group and benchmark beating performance (it is the top-performing Vietnamese fund in NAV terms over one, three and five years – see pages 18 to 20) and, aided by Vietnam’s long-term […]
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28 min read
Vietnam Holding Limited – Bringing you redemption
Vietnam Holding Limited Investment companies | Annual overview | 15 December 2023 Bringing you redemption Vietnam Holding (VNH) has provided both a peer group and benchmark beating performance (it is the top-performing Vietnamese fund in NAV terms over one, three and five years – see pages 18 to 20) and, with the support of Vietnam’s […]
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28 min read
Vietnam Holding Limited – Bringing you redemption
Vietnam Holding Limited Investment companies | Annual overview | 15 December 2023 Bringing you redemption Vietnam Holding (VNH) continues to provide both a peer group and benchmark beating performance (it is the top-performing Vietnamese fund in NAV terms over one, three and five years – see pages 18 to 20) and, aided by Vietnam’s long-term […]
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10 Nov 2023 1 min read
Interview with Craig Martin from Vietnam Holding
In this week’s show, James Carthew spoke to Craig Martin from Vietnam Holding. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us on [email protected]. Additionally, if you would prefer to […]
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17 Oct 2023 14 min read
QuotedData’s Investment Companies Quarterly Review – Third Quarter 2023
Third quarter of 2023 Investment Companies | Quarterly roundup | October 2023 Kindly sponsored by abrdn ‘Uncomfortable’ Following a fast start to the first half of the year, globally equities took a breather in Q3, as markets assessed the implications of the worst bond sell-off in a generation. Yields on 10-year US treasuries and UK […]
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20 Jun 2023 31 min read
Vietnam Holding Limited – Building on firmer foundations
Vietnam Holding Limited Investment companies | Update | 20 June 2023 Building on firmer foundations Vietnam Holding (VNH) has put in a decent performance in NAV total return terms versus its emerging Asia peers (see page 24), but this has not been reflected in its share price. The manager says that Vietnam’s long-term structural growth […]
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31 min read
Vietnam Holding Limited – Building on firmer foundations
Vietnam Holding Limited Investment companies | Update | 20 June 2023 Building on firmer foundations Vietnam Holding (VNH) has put in a compelling performance in net asset value (NAV) total return terms versus competing funds investing in emerging Asia (see page 24), but this is not being reflected in its share price. Presently, its share […]
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31 min read
Vietnam Holding Limited – Building on firmer foundations
Vietnam Holding Limited Investment companies | Update | 20 June 2023 Building on firmer foundations Vietnam Holding (VNH) has put in a compelling performance in NAV total return terms versus its emerging Asia peers, but this is not being reflected in its share price. This is despite Vietnam’s long-term structural growth drivers remaining intact and […]
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06 Apr 2023 82 min read
QuotedData’s Economic and Political Monthly Roundup April 2023
Economic and Political Monthly Roundup Investment companies | Monthly | April 2023 A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage […]
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06 Jan 2023 1 min read
QuotedData’s Investment Trust Weekly News Roundup Show – Review of 2022
In this week’s show, James Carthew spoke to Andrew McHattie from Investment Trust Newsletter. If there is a guest speaker you’d particularly like to hear from, please email us on [email protected]. Additionally, if you would prefer to watch and ask questions live, please join us every Friday at 11am.
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05 Jan 2023 9 min read
QuotedData’s Investment Companies Roundup – January 2023
December 2022 Monthly roundup | Investment companies Winners and losers in December 2022 The Financials sector only has two constituents, one of these – Trian Investors 1 – has seen its discount narrow since it promised to return cash to investors by next June, and it has also benefited from underlying NAV appreciation. Last month’s […]
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15 Dec 2022 29 min read
Vietnam Holding Limited – A real growth story that remains intact
Vietnam Holding Limited Investment companies | Annual overview | 15 December 2022 A real growth story that remains intact Despite having coped well with COVID and appearing to offer very strong growth prospects over the next five years (see page 5), the Vietnamese market may have been weighed down by severe negative sentiment towards Asia […]
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30 min read
Vietnam Holding Limited – A real growth story that remains intact
Vietnam Holding Limited Investment companies | Annual overview | 15 December 2022 A real growth story that remains intact Despite having coped well with COVID and offering very strong growth prospects over the next five years (see page 6), the Vietnamese stock market has been weighed down by severe negative sentiment towards Asia in recent […]
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30 min read
Vietnam Holding Limited – A real growth story that remains intact
Vietnam Holding Limited Investment companies | Annual overview | 15 December 2022 A real growth story that remains intact Despite having coped well with COVID and offering very strong growth prospects over the next five years (see page 5), the Vietnamese market has been weighed down by severe negative sentiment towards Asia in recent months. […]
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03 Nov 2022 8 min read
QuotedData’s Investment Companies Roundup – November 2022
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn November 2022 Monthly | Investment companies Winners and losers in October 2022 Many equity markets recovered some of the ground lost in September. The swift departure of Liz Truss and her unfunded tax cuts helped the UK stock market and sterling. North America […]
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50 min read
QuotedData’s Economic and Political Monthly Roundup November 2022
Economic and Political Monthly Roundup Investment companies | Monthly | November 2022 A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage […]
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10 Jun 2022 1 min read
Interview with Craig Martin of Vietnam Holding
In this week’s show, James Carthew talked to Craig Martin of Vietnam Holding. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us. Additionally, if you would prefer to […]
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14 Dec 2021 21 min read
Vietnam Holding Limited – Asia’s emerging champion
Since we last published on Vietnam Holding (VNH), the Vietnamese economy has gone from strength to strength, lifting the country’s equity markets, which are among the best performing globally year-to-date (YTD). VNH has captured this and more – outperforming local and global indices, and its direct competitors (see details of VNH’s performance versus its peers […]
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20 min read
Vietnam Holding Limited – Asia’s emerging champion
Since we last published on Vietnam Holding (VNH), the Vietnamese economy has gone from strength to strength, lifting the country’s equity markets, which are among the best performing globally YTD. VNH has captured this and more – outperforming local and global indices, and its direct competitors. Despite this performance, VNH’s manager says that there is […]
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21 min read
Vietnam Holding Limited – Asia’s emerging champion
Since we last published on Vietnam Holding (VNH), the Vietnamese economy has gone from strength to strength, lifting the country’s equity markets, which are among the best performing globally YTD. VNH has captured this and more – outperforming local and global indices, and its direct competitors. Despite this impressive performance, there is still much to […]
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17 Mar 2021 31 min read
Vietnam Holding – Leveraging Asia’s rising star
Leveraging Asia’s rising star Vietnam’s response to the pandemic has been very effective and, reflecting this, the IMF has predicted that it will post positive GDP growth of 1.6% for 2020, increasing to 6.7% this year and averaging 7.0% for 2021 to 2025. Indeed, Dynam Capital, Vietnam Holding’s (VNH’s) manager, believes that Vietnam will be […]
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31 min read
Vietnam Holding – Leveraging Asia’s rising star
Leveraging Asia’s rising star Vietnam’s response to the COVID-19 pandemic has been very effective and, reflecting this, the International Monetary FUND (IMF) has predicted that it will post positive GDP growth of 1.6% for 2020, increasing to 6.7% this year and averaging 7.0% for 2021 to 2025. Indeed, Dynam Capital, Vietnam Holding’s (VNH’s) manager, believes […]
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31 min read
Vietnam Holding – Leveraging Asia’s rising star
Leveraging Asia’s rising star Vietnam’s response to the pandemic has been very effective and, reflecting this, the IMF has predicted that it will post positive GDP growth of 1.6% for 2020, increasing to 6.7% this year and averaging 7.0% for 2021 to 2025. Indeed, Dynam Capital, Vietnam Holding’s (VNH’s) manager, believes that Vietnam will be […]
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08 Dec 2020 2 min read
QuotedData’s ESG Conference – week 3 Governance day playback
On the 8th December QuotedData hosted the last of three ESG focused webinars. This Governance webinar included presentations and Q&As from 4 investment companies’ managers focused on targeting underlying companies actively improving corporate governance practices and addressing inequality. We would like to thank all our speakers and our attendees for joining us. Click below to watch the presentations. David […]
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12 Nov 2020 5 min read
QuotedData’s Economic Roundup – November 2020
Economic and Political Monthly Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
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10 Aug 2020 7 min read
QuotedData’s Investment Companies Roundup – August 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research Performance data Discounts and premiums Money in and out Major news stories Income Events Guide Appendix – Performance by sector full list New research Here is a list of research we published over July: Seneca Global Income & Growth – […]
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07 Jul 2020 7 min read
QuotedData’s Investment Companies Roundup – July 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research Performance data Discounts and premiums Money in and out Major news stories Income Events Guide Appendix – Performance by sector full list New research Here is a list of research we published over June: CQS New City High Yield – […]
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22 May 2020 19 min read
Vietnam Holding Limited – Early mover advantage
Early mover advantage The covid-19 pandemic is having a devastating impact on the global economy and, while they have recovered from their lows, financial markets remain depressed. Emerging markets have been at the sharp end of these moves but Vietnam, which was quick and tenacious in its response to the outbreak of the virus, is […]
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19 min read
Vietnam Holding Limited – Early mover advantage
Early mover advantage The pandemic is having a devastating impact on the global economy and, while they have recovered from their lows, financial markets remain depressed. Emerging markets have been at the sharp end of these moves, but Vietnam, which was quick and tenacious in its response, is a bright spot in these difficult times. […]
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15 May 2020 1 min read
QuotedData’s weekly roundup show 15 May 2020
James Carthew’s weekly news roundup show for Friday, 15 May, covers a wide range of topics and includes an interview with Craig Martin, CEO of Dynam Capital, managers of Vietnam Holding. Listen back here If there is a guest speaker you’d particularly like to hear from, please email us – [email protected]. Next we’ll be back […]
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07 Apr 2020 5 min read
QuotedData’s Economic Roundup – April 2020
Economic & Political Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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24 Jan 2020 20 min read
QuotedData’s Investment Companies Annual Review – 2019
In this issue The sector at the end of 2019 Performance data Performance by sector and fund Money in and out of the sector Money in and out of existing funds Money coming into existing funds Money going out of existing funds Liquidations, de-listings and trading cancellations Significant rating changes Major news stories Outlook for […]
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11 Dec 2019 28 min read
Vietnam Holding Limited – Silent revolution
Silent revolution Vietnam Holding (VNH) has quietly undergone a major overhaul during the last two years, making it more shareholder-friendly and putting it on a stronger footing (see pages 4 and 5). However, in a world that is increasingly conscious of corporate responsibilities, it is VNH’s strongly-held ESG principles that might be the key attraction […]
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29 min read
Vietnam Holding Limited – Silent revolution
Silent revolution Vietnam Holding (VNH) has quietly undergone a major overhaul during the last two years, making it more shareholder-friendly and putting it on a stronger footing (see pages 4 and 5 in the PDF version). However, in a world that is increasingly conscious of corporate responsibilities, it is VNH’s strongly-held environmental, social and corporate […]
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12 Nov 2019 1 min read
QuotedData’s economic roundup – November 2019
Economic & Political Roundup
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15 Oct 2019 7 min read
Investment companies quarterly roundup – Third quarter 2019
Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford New research Over the third quarter, we published notes on India Capital Growth, Jupiter Emerging & Frontier Income, Montanaro European Smaller Companies, JLEN Environmental Assets, Civitas Social Housing, JPMorgan Russian Securities, International Biotechnology Trust, Aberdeen Emerging Markets, Seneca Global Income & Growth, Standard Life Investments Property Income […]
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07 Aug 2019 3 min read
QuotedData’s investment companies roundup – August 2019
Investment Companies Roundup New research Over July, we published notes on CQS New City High Yield, BlackRock Throgmorton, Strategic Equity Capital, Seneca Global Income & Growth, CG Asset Management, Standard Life Investments Property Income and Aberdeen New Dawn. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com. In this issue Performance data – appetite […]
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22 Feb 2019 1 min read
QuotedData’s investment companies roundup – February 2019
QuotedData’s investment companies roundup – February 2019 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of January 2019. Kindly sponsored by Baillie Gifford. December’s sharp sell-off in technology and growth stocks reversed somewhat in January. This was […]
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15 Aug 2018 1 min read
QuotedData’s investment companies roundup – August 2018
QuotedData’s investment companies roundup – August 2018 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of July 2018. Kindly sponsored by Baillie Gifford. Money raised and returned in July Tritax EuroBox raised its maximum target of £300 million in an […]
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18 Jul 2018 2 min read
Quarterly Investment Companies Roundup – Second Quarter 2018
QUARTERLY INVESTMENT COMPANIES ROUNDUP – SECOND QUARTER 2018 Global equities markets rose in the second quarter of 2018, Markets were volatile, as positive economic data and encouraging company performances played off against geopolitical concerns. Yields from bond markets rose early in the quarter but fell back as investors turned to ‘safer’ investments. The threat of […]
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11 Jul 2018 1 min read
QuotedData’s investment companies roundup – July 2018
QuotedData’s investment companies roundup – July 2018 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of June 2018. Kindly sponsored by Baillie Gifford. July Investment Companies Roundup Money raised and returned in June Newcomer to the market, Yew Grove […]
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11 Jun 2018 1 min read
QuotedData’s investment companies roundup – June 2018
QuotedData’s investment companies roundup – June 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of May 2018. Kindly sponsored by Baillie Gifford. The premium of biotech company, Syncona, rose on positive news on two of its […]
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11 May 2018 1 min read
QuotedData’s investment companies roundup – May 2018
QuotedData investment companies roundup – May 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of April 2018. Kindly sponsored by Baillie Gifford. India Capital Growth has experience a rebound in performance in the past month, as […]
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25 Apr 2018 1 min read
Quarterly investment companies roundup – First quarter 2018
Quarterly investment companies roundup – First quarter 2018 Quarterly investment companies roundup – First quarter 2018 – Global equity markets declined in the first quarter of 2018. Concerns about US interest rate rises were the feature of the first half of the quarter. However, worries about global trade took over in the second part, particularly […]
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18 Apr 2018 1 min read
QuotedData’s investment companies roundup – April 2018
QuotedData investment companies roundup – April 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of March 2018. Kindly sponsored by Baillie Gifford. Stock markets have suffered their first meaningful fall for nearly two years. At the quarter end, […]
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18 Jan 2018 1 min read
QuotedData – 2017 review of the year
QuotedData – 2017 review of the year – Many commentators, including us, were wary going into 2017. In the event, economic growth and markets surprised on the upside: US markets hit new highs despite three interest rate rises. Perceived low/no growth areas such as Europe and Japan burst into life. Asia’s technology stocks surged. India’s […]
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11 Dec 2017 2 min read
QuotedData investment companies roundup – December 2017
QuotedData investment companies roundup – December 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of November 2017. Kindly sponsored by Baillie Gifford. December Investment Companies Roundup Money raised and returned in November There were no […]
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19 Oct 2017 1 min read
Quarterly investment companies roundup – Third quarter 2017
Quarterly investment companies roundup – Third quarter 2017 – Markets moved up a little over the course of the three months ended 30 September 2017. Regionally, emerging markets did well. The pound strengthened a bit relative to the US dollar but was flat against the euro. The oil price rose by more than 20%. In […]
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12 Oct 2017 1 min read
QuotedData investment companies roundup – October 2017
QuotedData investment companies roundup – October 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of September 2017. Kindly sponsored by Baillie Gifford. October Investment Companies Roundup Amongst the top performers, Alternative Liquidity Fund sold its […]
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03 Aug 2017 1 min read
QuotedData investment companies roundup – August 2017
QuotedData investment companies roundup – August 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of July 2017. Kindly sponsored by Baillie Gifford. August Investment Companies Roundup Monthly NAV/Price moves: A couple of themes stand out […]
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12 Jul 2017 2 min read
QuotedData investment companies roundup – July 2017
QuotedData investment companies roundup – July 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of June 2017. Kindly sponsored by Baillie Gifford. July Investment Companies Roundup Money raised in July Newly launched in June were […]
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14 Feb 2017 1 min read
QuotedData’s round up of views on the global economy – February 2017
QuotedData’s collation of recent insights on markets and economies taken from comments made by chairman and managers of investment companies. Kindly sponsored by Martin Currie. February Economic and Political Roundup
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1 min read
QuotedData investment companies roundup – February 2017
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of January 2017. Kindly sponsored by Baillie Gifford. February Investment Companies Roundup
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13 Oct 2016 1 min read
QuotedData investment companies roundup – October 2016
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of September 2016. october-investment-companies-roundup
News
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25 Apr 2025 2 min read
QuotedData’s morning briefing 25 April 2025 – FGEN, HGEN, PSH, VNH, UKW
In QuotedData’s morning briefing 25 April 2025: [QD comment MR: While the continuation vote passed comfortably, the 10.5% dissent shouldn’t be dismissed. It reflects a degree of shareholder frustration, likely linked to ongoing sector-wide issues such as rising interest rates, wide discounts to NAV, and reduced investor appetite for income-generative infrastructure funds. That said, UKW […]
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11 Apr 2025 5 min read
QuotedData’s morning briefing 11 April 2025 – RIII, HGEN, LWDB, MTE, GCP, LTI, ALW, MINI, AGT, VNH, BBGI
In QuotedData’s morning briefing 11 April 2025: [QD comment MR: MTE has recently put in place a number of proposals designed to improve its attractiveness to shareholders and, while discounts have in many instances been widening across the investment companies space in recent months, MTE’s has been on a broad narrowing trend having moved down […]
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24 Mar 2025 3 min read
VietNam Holding reports strong half-year results and optimism builds for 2025
VietNam Holding (VNH) has released its interim results for the six months to 31 December 2024, delivering a period of solid performance marked by NAV growth, a successful redemption event, a narrowing discount, and a clutch of industry awards. The trust continues to benefit from a supportive Vietnamese macroeconomic backdrop and focused portfolio management. NAV […]
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24 Feb 2025 1 min read
QuotedData’s morning briefing 24 February 2025 – VNH, ORIT
In QuotedData’s morning briefing 24 February 2025: VietNam Holding (VNH) says it is switching to holding shares that it buys back in treasury rather than cancelling them. [This makes sense – the trust has been buying back stock for a long time and this, and its superior performance record – ahead of all of its […]
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25 Nov 2024 2 min read
QuotedData’s morning briefing 25 November 2024 – UEM, VNH, USF, AJOT, ESO, FAIR
In QuotedData’s morning briefing 25 November 2024: Utilico Emerging Markets (UEM) has published its interim report for the six months ended 30 September 2024, a period that continued to be challenging with elevated volatility in most markets as uncertainty has dominated. UEM experienced two key headwinds: the first was the revaluation of Petalite Limited (Petalite) and […]
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28 Oct 2024 2 min read
QuotedData’s morning briefing 28 October 2024 – VNH, PIN, CHRY, PPET, BOOK
In QuotedData’s morning briefing 28 October 2024: VietNam Holding (VNH) announced that the final number of shares validly tendered for redemption for 2024 is 3,411,748 shares. This reduced number represents approximately 12.57% of shares in issue as at 31 August 2024. All shareholders who validly applied to have their shares redeemed will receive the redemption price […]
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02 Oct 2024 4 min read
VietNam Holding delivers knockout year with 43% return
VietNam Holding (VNH) announced its annual report for the twelve-months to 30 June 2024. The company delivered an impressive NAV total return of 23.6% for the full-financial year, comfortably outperforming a 9.5% increase in the benchmark index. The fund also performed better than its peers by a notable margin.. The share price return was up […]
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01 Oct 2024 2 min read
QuotedData’s morning briefing 1 October 2024 – BGCG, DIG, AIE, VNH, PEY
In QuotedData’s morning briefing 1 October 2024: Baillie Gifford China Growth Trust (BGCG) announced its interim results for the six months to 31 July 2024. The company delivered a NAV total return of 10.2%, trailing the benchmark index return of 12.0%. The share price rise was 4.1% as the company’s discount to NAV expanded from […]
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19 Sep 2024 2 min read
QuotedData’s morning briefing 19 September 2024 – GABI, VNH, VEIL, CGL, NRR
In QuotedData’s morning briefing 19 September 2024: GCP Asset Backed Income Fund (GABI) announced its interim results for the six months to 30 June. The main development for the period was the decision to undertake a managed wind-down of the company and realise all existing portfolio assets. Strong progress was made in this regard with […]
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03 Sep 2024 1 min read
QuotedData’s morning briefing 3 September 2024 – RMII, VNH, MNL, SSIT
In QuotedData’s morning briefing 3 September 2024: RM Infrastructure Income (RMII) announced a tender offer of up to £20m to be made to shareholders, together with a notice convening a general meeting of the company, to be held on 25 September 2024 at 12.00pm. Following shareholder approval of a new investment policy at a general […]
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02 Sep 2024 1 min read
Vietnam in the Global Digital Race
The webinar discusses the growing potential for Vietnam to participate in the global IT and semiconductor supply chain and features Nguyen Khai Hoan of FPT Corporation, Vietnam Holding’s largest portfolio holding.
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16 Jul 2024 1 min read
QuotedData’s morning briefing 16 July 2024 – VNH, APAX
In QuotedData’s morning briefing 16 July 2024: VietNam Holding (VNH) has provided a monthly update for June 2024. The company noted that Vietnam has continued its recent economic momentum, enjoying GDP growth of 6.9% over the second quarter. Shares in the company were up 4% for the month. Apax Global Alpha (APAX) has announced that […]
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11 Jun 2024 1 min read
QuotedData’s morning briefing 11 June 2024 – USF, VNH, RTW, SMIF, PCFT
In QuotedData’s morning briefing 11 June 2024: The US Solar Fund (USF) will purchase in aggregate 24,358,974 shares under its previously announced tender offer at a price of $0.764 per share. This is the maximum number of shares to be acquired, representing approximately 7.33% ($19m) of the issued share capital of the company. VietNam Holding […]
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26 Apr 2024 4 min read
QD view – Vietnam, big on ambition
Vietnam celebrates its ‘Reunification Day’ on 30th April each year. The date, which is one of the largest public holidays in Vietnam, marks the day when North Vietnamese and Viet Cong forces captured what was then called Saigon (now Ho Chi Minh City), the capital of South Vietnam, ending the Vietnam War. This year marks […]
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17 Apr 2024 2 min read
QuotedData’s morning briefing 17 April 2024 – VNH, SJG, API, PCTN
In QuotedData’s morning briefing 17 April 2024: VietNam Holding (VNH) announced a monthly update highlighting that the company’s NAV rose +4.4% for March due to the outperformance of holdings in retail, telecoms, and construction. The manager noted that Vietnam’s economy continued its exports-led growth story in March, posting a relatively impressive GDP rise of 5.7% […]
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20 Mar 2024 1 min read
QuotedData’s morning briefing 20 March 2024 – VNH, PRSR, SERE
In QuotedData’s morning briefing 20 March 2024: VietNam Holding ( VNH) announced an update for the month of February 2024. VNH’s NAV was up +7.8% in February due to overweights in outperforming sectors, particularly banks, telecoms, retail, and industrials. The growth comes on the back of strong domestic performance in Vietnam with the managers noting […]
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19 Jan 2024 2 min read
QuotedData’s morning briefing 19 January 2024 – ORIT, VNH, SYNC
In QuotedData’s morning briefing 19 January 2024: Octopus Renewables Infrastructure Trust (ORIT) has announced that it has terminated its option to acquire 175MW of ready-to-build solar projects in Spain. ORIT originally entered into a conditional acquisition agreement over the sites in 2020, but having reassessed the projects “on a risk-adjusted basis” and taking into account […]
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17 Jan 2024 2 min read
VNH maintains strong momentum
VietNam Holding Limited (VNH) has published a monthly investor report with the manager highlighting a number of positive economic updates. Trade continued to improve in December 2023 amid growing global complexities, with Vietnam’s trade surplus reaching a record USD 28bn. This not only supports monetary policy easing, but also helps pave a more favourable macroeconomic […]
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01 Dec 2023 1 min read
QuotedData’s weekly news update 1st December
Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew covered the week’s top stories: abrdn China and Fidelity China Special Solutions (1:08) Troy Income and Growth and STS Global Income and Growth (4:33) Vietnam Holding (8:16) Digital 9 Infrastructure […]
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27 Nov 2023 2 min read
Vietnam Holding introducing annual redemption facility
Vietnam Holding holds continuation votes every five years and the next is due this December. Dynam Capital has been managing the fund since June 2018. Over that period (up to end September 2023), the NAV is up 43%, outperforming the Vietnam Index by 30% and the Vietnam All Share Index by 20%. Over the past […]
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14 Nov 2023 1 min read
QuotedData’s morning briefing 14 November 2023 – VEIL, VNH, LAND, PCTN
In QuotedData’s morning briefing November 14 2023: VietNam Holding Limited (VNH) provided a monthly update with NAV total return down 11.7% due to rising foreign exchange headwinds and geopolitical pressures. Despite the size of the move, this was still ahead of the benchmark VNAS fall of 12.5%. The company also announced it had won the […]
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20 Oct 2023 3 min read
QD view – Back an alpha hero
Calling the direction of global markets is not an easy task. Be it the whims of central bankers, the next hottest thing in tech up-ending the market, or the seemingly constant stream of geopolitical crises – what we once thought was the calm after the COVID-19 storm may have only been the eye, as today […]
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16 Oct 2023 2 min read
VietNam Holding’s managers celebrate their five year anniversary with solid outperformance
Vietnam Holding (VNH) has released its annual results for the year ending 30 June 2023. Over the period VNH reported a negative NAV return of (5.7%), though this represented an outperformance relative to the market, measured by the VNAS index, which fell by (10.0%). This also marks the fifth year of management under Dynam Capital. […]
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14 Sep 2023 2 min read
Momentum continues for VietNam Holding
VietNam Holding ( VNH) provided an update for the month ended August 2023, highlighting the ongoing performance of the region which has boosted returns of VNH, with shares up 22% YTD. Manager commentary – Vietnam’s moment in the sun Vietnam enjoyed further stock market gains and GDP growth in August, setting up a shiny backdrop […]
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16 Jun 2023 3 min read
QD view – Emerging Asia, much more than India and China
Increasingly, investing in Asia has become a story of India and China. These twin behemoths account for over half of the MSCI Asia ex Japan index[1] and define the narrative for the region. However, some of Asia’s most interesting growth ideas – including China plus one, financial inclusion, and rising technology innovation – can be […]
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17 May 2023 2 min read
VietNam Holding Limited update for April
VietNam Holding Limited (VNH) has announced a monthly investor report and manager update for April. As of April 30, the company was up 4.4% YTD, a slight drag on the Vietnam All Shares Index which was up 5.2%. Shares were down 0.4% over the past month. In addition to its recent performance, management added the […]
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21 Apr 2023 4 min read
QD view – Jury out on latest IPO
A brave WhiteOak Capital Management is trying to prop up the entire UK investment company IPO market almost single handed (although we are still waiting for the result of the AT85 Infrastructure IPO). The team behind Ashoka India Equity is looking to be the first to bring an investment company to market in over 18 […]
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22 Mar 2023 3 min read
Outperformance and opportunity for VietNam Holding
VietNam Holding (VNH) released its half-year results for the period from 1 July 2022 to 31 December 2022. Shares fell 16.8% in USD, however the company still outperformed the benchmark Vietnam All Share Index, which was down 20.5%. The fund’s NAV per share declined by 30.1% against a 39.8% decline in the VNAS. During that […]
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07 Oct 2022 1 min read
QuotedData’s weekly news show 7th October 2022
Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • Vietnam Holding results • Hipgnosis debt This week’s interview was with Simon Farnsworth from Life Science REIT – watch it again here. previous story | […]
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03 Oct 2022 2 min read
Vietnam Holding posts peer beating performance
Vietnam Holding (VNH) has published its annual results for the year ended 30 June 2022. During the year, VNH’s NAV per share declined by 4.36% in USD terms, while the market as a whole, as measured by the Vietnam All Share Index (VNAS), declined by 16.5%. However, in sterling terms, VNH’s NAV increased by 9.0% […]
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10 Jun 2022 3 min read
QD view – Fishing for an Asian fund?, China or Vietnam?
This week’s interview with Craig Martin of Vietnam Holding highlighted a number of reasons why investors might want to consider an investment in the country. Vietnam is a frontier market, not yet classified by the big index compilers as an emerging market, but well on the way. Its transformation over the past few years has […]
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21 Mar 2022 4 min read
QuotedData’s morning briefing 21 March 2022
In QuotedData’s morning briefing 21 March 2022: Further to the announcement on 8 February 2022 in relation to the proposed merger of TwentyFour Income Fund Limited (TFIF) and UK Mortgages Limited (UKML), the board of UKML has announced that the special resolutions proposed at its EGM last week were approved and that liquidators have been […]
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01 Oct 2021 1 min read
QuotedData’s weekly news show 1 October 2021
QuotedData’s weekly news show 1 October 2021 Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • Vietnam Holding • Indian funds • Bits and pieces This week’s interview was with Tim Creed of […]
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6 min read
Vietnam Holding approaches 15th anniversary with robust performance
Vietnam Holding (VNH) has published its annual results for the year ended 30 June 2021 and is now approaching the 15th anniversary of both its incorporation and its listing in London, having provided what its chairman, Hiroshi Funaki, describes as one of the most robust performances in the Company’s history. In the first half of […]
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01 Sep 2021 1 min read
QuotedData’s morning briefing 1 September 2021
In QuotedData’s morning briefing 1 September 2021: PS VII Master (PSVII), an affiliated co-investment vehicle of Pershing Square Holdings (PSH) has notified Vivendi S.E. that it plans to exercise its option to acquire 52,769,098 ordinary shares of Universal Music Group, representing 2.9% of the company, for approximately $21.78 per share. This comes after the board of PSH’s […]
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03 Aug 2021 2 min read
QuotedData’s morning briefing 3 August 2021
In QuotedData’s morning briefing 3 August 2021: Vietnam Holding (VNH) proposes to hold a tender for up to 30% of its issued share capital. To be eligible to participate, shareholders must have owned the share on 2 August. Shareholders will be asked to approve the tender at a meeting scheduled for 31 August 2021 and payment […]
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28 Jun 2021 3 min read
QuotedData’s morning briefing 28 June 2021
In QuotedData’s morning briefing 28 June 2021 – RTW Venture (RTW), focused on identifying transformative assets with high growth potential across the biopharmaceutical and medical technology sectors, noted the 24 June announcement by one of its portfolio companies, GH Research regarding its pricing of a $160m IPO and admission to trade on the Nasdaq global market under ticker ‘GHRS.’ GH Research is […]
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21 Jun 2021 3 min read
QuotedData’s morning briefing 21 June 2021
In QuotedData’s morning briefing 21 June 2021: JZ Capital Partners (JZCP) has sold its portfolio holding Salter Labs, for approximately $41m. The company’s interest in Salter Labs is currently valued at around $37.6m. Further proceeds of approximately $750,000 have also been placed in escrow whereby some or all, depending on the outcome of certain closing adjustments, […]
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29 Mar 2021 2 min read
QuotedData’s morning briefing 29 March 2021
In QuotedData’s morning briefing 29 March 2021 – VietNam Holding (VNH) had an excellent interim results period to 31 December 2020, with its NAV increasing by 38.7% in USD terms. Vietnam’s early success in containing COVID-19 helped it re-open its economy much sooner than many other nations. Within the portfolio, VNH’s overweight position in HPG, the leader in […]
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04 Dec 2020 2 min read
QD view – Good governance might start with you
On Tuesday next week we will hold the third and final day of our ESG conference and the main focus will be on governance. The importance of this area to investors cannot be understated. Just think of the damage done at BHS, Carilion, Wirecard, Patisserie Valerie, Boohoo and Volkswagen. It wasn’t just investors taking the […]
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09 Nov 2020 2 min read
QuotedData’s morning briefing 9 November 2020
In QuotedData’s morning briefing 9 November 2020 – Tufton Oceanic Assets (SHIP) has agreed to divest one Suezmax Tanker for $19m. The divestment will reduce the company’s fleet from nineteen to eighteen vessels. SHIP says that the realised yield and internal rate of return (IRR) will greatly exceed the targets expressed in its prospectus. This will be the […]
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01 Oct 2020 3 min read
Vietnam Holding results affected by COVID
Vietnam Holding results affected by COVID – Vietnam Holding has announced results for the year ended 30 June 2020. Over that period, the NAV fell from 214.1p to 186.8p and the share price from 183p to 154p. The 15.1% fall in the NAV was greater than the 9.6% fall in the Vietnam All Share Total Return […]
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03 Jul 2020 3 min read
Some good COVID news
The FT publishes some high-quality data about the spread of COVID-19. Measures of confirmed cases are distorted by a lack of testing in some parts of the world, but the death statistics are harder to argue with. The disease has sadly claimed the lives of at least 500,000 people. In April, these deaths were mainly […]
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29 Apr 2020 1 min read
Vietnam covid update from Vietnam Holding
Vietnam started the exit phase of its COVID-19 lockdown yesterday, with many people returning to their offices. Remarkably there have been no COVID deaths reported in this country of over 96 million people. Vietnam has a cohesive, relatively homogeneous and relatively young population, and social order and control work. The country has used social media, […]
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18 Mar 2020 4 min read
Interim results and outlook from Vietnam Holding
VietNam Holding (VNH)’s total return NAV grew up by 2.0% over the six-month interim period to 31 December 2019 – this was in line with the Vietnam all share index. Over the ten-year period ending 31 December 2019 the NAV increased by 6.7% per annum, compared to a 2.8% per annum increase in the Vietnam All […]
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03 Mar 2020 3 min read
Covid-19 in Vietnam
Covid-19 in Vietnam an update from VietNam Holding. One of our clients, VietNam Holding, has published an update on Vietnamese efforts to contain the coronavirus. We thought it worth reproducing in full. “Since mid-January 2020 when an outbreak of novel Coronavirus (Covid-19) first appeared in the city of Wuhan, in central China’s Hubei province, the […]
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09 Oct 2019 1 min read
Vietnam Holding focused on the future
Vietnam Holding focused on the future – after a difficult period for performance and one of considerable upheaval for the company, Vietnam Holding is focused on building a portfolio of growing Vietnamese companies with strong ESG (environmental, social and governance) aspects. Over the year ended 30 June 2019, Vietnam Holding delivered a negative return of 11.17%, […]
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24 Sep 2019 4 min read
QuotedData takes a look at Vietnam
QuotedData takes a look at Vietnam – QuotedData recently attended a investor presentation by a London-listed Vietnam country-specialist investment company. We figured it would be interesting to share some findings given the level of interest in Vietnam, on the back of strong economic and stock market performance, shaped by its evolvement beyond low-cost manufacturing. The […]
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14 Aug 2019 2 min read
QuotedData’s other news 14 August 2019
It has been a busy morning of half-year results announcements. In QuotedData’s other news 14 August 2019: Apax Global Alpha (APAX) reported interim results to 30 June 2019; total NAV retur was +13.4% (+12.9% in constant currency terms). Last 12 months total NAV return was +14.4% (+12.2% constant currency) reflecting primarily strong performance of the private equity portfolio. Aberdeen Asian Income […]
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08 Oct 2018 1 min read
Vietnam Holding reports on year of transition
Vietnam Holding reports on year of transition – Vietnam Holding reports that its NAV increased by 6.6% over the year to the end of June 2018, compared to a full year total return of 17.2% for the Vietnam All Share Index. The manager says the underperformance can be explained partly by the widening performance gap between large-cap stocks […]
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17 Oct 2016 1 min read
Japan investment trusts lure hungry investors
Japan investment trusts have stormed the charts over the past month, with investors showing renewed confidence in the performance of Japanese corporates. read more here
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02 Aug 2016 1 min read
Commodities-focused trusts top Q2 performers – QuotedData
The best performing trusts in Q2 focused on commodities and natural resources, Vietnam and Latin America, according to QuotedData. See more here
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29 Jan 2016 2 min read
Marked outperformance from Vietnam Holding during H2 2015
VietNam Holding has announced its interim results for the six months ended 31 December 2015. During the period, the company’s NAV rose 6.6% and its share price rose 6.4% both beating the Vietnam All Share Index, which fell 2.6%. The discount widened modestly during the period from 13.0% to 14.1% but the board say that […]
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18 Sep 2015 2 min read
Advance Frontiers beats falling benchmark
Last night Advance Frontier Markets published results for the year ended 30 June 2015. Over that period the fund’s net asset value fell by 11.2% and the share price fell by 10.9%. The MSCI Frontier Markets Net Total Return Index declined by 13.9% over the period. The manager says asset allocation, manager selection and discount movements […]
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20 Aug 2015 1 min read
Vietnam Holding outperforms, emphasises responsible environmental, social and governance policies
Vietnam Holding has published results for the year ended 30 June 2015. It had a very good year with the NAV rising by 9.0% to $2.093 and a share price increase of 23.3% to $1.803. The Vietnam All Share Index increased by just 1.4%. as you can see from the numbers, the discount narrowed considerably over the […]
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03 Mar 2015 1 min read
Advance Frontiers outperforms but let down by discount
Advance Frontier Markets Fund outperformed a falling benchmark (the MSCI Frontier Markets Index) over the six months ended 31 December 2014 – falling by 9.2% vs. -11.1%. The share price fell by 13.6% however as the fund’s discount shifted from 6.6% to 11.2%. The managers’ report says funds including Africa Emerging Markets Fund, Ashmore Middle […]
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29 Jan 2015 2 min read
VietNam Holding thinks VietNam may benefit from oil price fall
With remarkable efficiency, VietNam Holding has just published its interim report for the six months that ended on 31 December 2014. Over the second half of 2014 the fund generated NAV growth of 7.2% to reach $2.059 and the share price rose by 15.9% to hit $1.695, a 17.7% discount to NAV. They bought […]
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26 Aug 2014 1 min read
Vietnam Holding posts strong performance on the back of rising equities market and buy backs
VNH : Vietnam Holding posts strong performance on the back of rising equities market and buy backs Vietnam Holding‘s recent full year results (for the year ended 30 June 2014) report a 25% rise in NAV. Buybacks, during the period, had an accretive effect on NAV but, after adjusting for these, the company reports a rise […]
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13 Aug 2014 1 min read
Vietnam Holding says CEO of manager has resigned
VNH : Vietnam Holding says CEO of manager has resigned Vietnam Holding has announced that the CEO of its management company, Pham Ngoc Bich, has resigned and plans to leave VietNam Holding Asset Management on 30 September 2014. As a temporary measure, the Board of Vietnam Holding has appointed one of its own members, Vu […]
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27 Jan 2014 1 min read
Vietnam Holding : VNH – interim results
VNH has announced interim results covering the six month period ended 31 December 2013. During this period the benchmark index, the VNI, rose by 5.4% in US dollar terms, by contrast, VNI’s net asset value rose by 13.2%. VNH’s discount widened however, its share price rose by just 3.4% .
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In The Press
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04 May 2025 1 min read
The investment hotlist to get your portfolio soaring as the storm abates
Rosie Murray-West, Mail on Sunday, 4 May 2025: INVESTORS have been on a hair-raising rollercoaster ride thanks to US President Donald Trump’s tariff wars and strains on the economy at home.. The ride is certainly not over yet.. But it can’t last for ever. At some point there will be enough clarity for markets to […]
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23 Apr 2025 1 min read
High risk funds and trusts for when the market stabilises
By Patrick Sanders, Reporter, Trustnet, 23 April 2025: Donald Trump’s indecision on everything from tariffs to whether he is going to fire Federal Reserve chair Jerome Powell is giving investors whiplash, causing volatility and uncertainty. Some investors have responded by pulling back and favouring more cautious assets such as gold or bonds. But this is […]
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07 Apr 2025 1 min read
Investment trust insider on Trump’s tariff effects
A couple of weeks ago, I was discussing the possible impact of tariffs on Vietnam. If you recall, the managers of VinaCapital Vietnam Opportunity Fund (VOF) were fairly sanguine about the prospect, reasoning that the US would see Vietnam as an ally in the region and recognise that it was making an effort to address […]
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24 Mar 2025 1 min read
Investment trust insider on VinaCapital Vietnam Opportunity
Investment trust insider on VinaCapital Vietnam Opportunity – James Carthew: Trump is not too much trouble for my Vietnam trust James Carthew says he is sticking with VinaCapital Vietnam Opportunity and may even add to the £624m trust, after an update from the managers on the effect of the Trump administration. Trump’s trade policies have […]
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08 Oct 2024 1 min read
Bull and bear pairs: nine high-risk and low-risk fund couplings
by Jennifer Hill from interactive investor, 8th October 2024: Making the case for the bulls are anticipated interest rate cuts, an economy that appears to be on a stable footing and low unemployment. Making the case for the bears are relatively high stock valuations, looming elections and the chance that recession may not be avoided. […]
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12 Sep 2024 1 min read
Questor on Vietnam Holding
12 September 2024, Questor on Vietnam Holding – Questor: Buy this Asian country before the markets recognise its true potential Investment trust bargains: GDP growth of more than 80pc in a decade is just the beginning One of the world’s great economic success stories in recent years has been Vietnam, and UK-based investors have a […]
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11 Sep 2024 2 min read
The best investment trusts for Vietnam’s rise
by Jennifer Johnson, Investors Chronicle, September 11, 2024 If the geopolitical chaos of the past five years has taught multinationals anything, it’s that the only stable supply chain is a diversified one. Although China remains the world’s manufacturing superpower, its status among major western companies took a serious knock during the pandemic. Its government’s zero-Covid […]
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31 Jul 2024 1 min read
Top 20 investment trusts that have seen their discounts narrow
by Kyle Caldwell from interactive investor, 31st July 2024: For about 18 months, there’s been no shortage of investment trust bargain opportunities, with the average trust discount typically trading at around -15%.. For this article, we asked QuotedData, the investment trust analyst, to crunch the numbers to reveal which trusts have bucked the trend and […]
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08 Mar 2024 1 min read
The most expensive trusts relative to their history
By Matteo Anelli, Senior reporter, Trustnet, 07 March 2024: Premiums are rare in the investment trusts industry, which suffers from chronic discounts, but there are still some trusts that have caught investors’ eyes and garnered traction over the past five years, according to data from QuotedData. Earlier this morning, we looked at the trusts that […]
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24 Jan 2023 1 min read
Investment trust insider on Vietnam Enterprise
Investment trust insider on Vietnam Enterprise – James Carthew: Lifting the VEIL on Vietnam’s conundrum One of the more peculiar moves last year was the selloff of the Vietnamese market from March 2022 onwards. It was a clear demonstration of the separation of macroeconomics from stock market performance. With GDP growth of 7.8% in 2022, […]
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05 Sep 2022 2 min read
Look through volatility to reap Vietnam’s rewards
Christopher Akers, Investors’ Chronicle, September 1 2022: Investing in frontier markets means putting your money into economies whose exchanges are considered to be even less developed than emerging markets. The risks, from less liquid trading to limits on the foreign ownership of companies, reflect this. But if you can tolerate these risks, investing in frontier […]
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13 Jun 2022 2 min read
A dangerous pariah? Or is China a mighty beast investors can’t afford to shun?
By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 12 June 2022: Investing in emerging markets is often a step too far for investors with an ethical bent. Human rights issues and exploitation of labour put them off. Nowhere in the emerging markets world are these issues currently more prominent than in China, still the engine room […]
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17 May 2022 1 min read
Asian trusts succeeding despite China
James Carthew for Investment Week, 16 May 2022: Most Asian funds have had a tough time recently, dragged down by their Chinese exposure. Government intervention in a range of sectors unnerved investors, but now the country has embarked on a new phase of stringent lockdowns in a bid to maintain its zero-Covid policy. Funds dedicated […]
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17 Feb 2022 1 min read
All change at the top
Does a change of manager help with investment trust performance? Kathleen Gallagher, Investment Week, 3 February 2022: Boards of investment trusts continue to utilise their powers to change investment manager, a benefit of the investment trust structure. However, have these changes borne fruit? Three years is, by most analyst and investor standards, the timeframe when […]
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06 Dec 2021 1 min read
Investment trust insider on 2021’s winners
Investment trust insider on 2021’s winners – James Carthew: Three 2020 trust winners I like for 2022 The past 12 months may have been eventful, but they have also produced some impressive share price gains for many investment companies. Top of the list is the uranium-focused Geiger Counter (GCL) which has produced a stunning 197% […]
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22 Sep 2021 1 min read
Covid bruises Vietnamese trusts despite strong fundamentals
Country has ambitious growth plan Kathleen Gallagher, Investment Week, 20 September 2021 • 4 min read While the UK is making plans to protect itself from another Covid crisis it is easy to forget that some nations are in the middle of fighting the deadly virus. Vietnam is one such country. Up until the end […]
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16 Oct 2020 1 min read
Deep Dive into emerging market equities
Deep Dive into emerging market equities: Good time to invest in the sector during pandemic – or not? Investment Week, 15 October 2020 Matthew Read is a senior analyst at QuotedData Vietnam is punching way above its weight. And it may well surge ahead with renewed confidence in the post-Covid world. Economically, it is small […]
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28 Apr 2020 1 min read
Investment trust insider on China and Vietnam
Investment trust insider on China and Vietnam – James Carthew: taking China profits to plough into Vietnam I was dealing on my portfolio again this week. I try not to turn it over too much but there were a couple of situations that I couldn’t ignore. First, I sold about half my position in JPMorgan China […]
