<description>&lt;div&gt;Vietnam Holding’s interim results showed solid NAV and share price progress, supported by disciplined stock selection, resilient Vietnamese macro fundamentals, and active discount management. The discussion focuses on how the fund is positioning for Vietnam’s next growth phase, while using redemptions and buybacks to reinforce shareholder alignment.&lt;/div&gt;</description>

The Vox Markets Podcast

Vox Markets Podcast

2352: Vietnam Holding: Still More Upside in Vietnam Yet

MAR 30, 202615 MIN
The Vox Markets Podcast

2352: Vietnam Holding: Still More Upside in Vietnam Yet

MAR 30, 202615 MIN

Description

<div>Vietnam Holding’s interim results showed solid NAV and share price progress, supported by disciplined stock selection, resilient Vietnamese macro fundamentals, and active discount management. The discussion focuses on how the fund is positioning for Vietnam’s next growth phase, while using redemptions and buybacks to reinforce shareholder alignment.</div>