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Innhold levert av Jonathan Roychoudhury and UK Investor Magazine. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Jonathan Roychoudhury and UK Investor Magazine eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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An attractive discount, favourable macroeconomics and ESG with Vietnam Holding

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Manage episode 367774248 series 2334872
Innhold levert av Jonathan Roychoudhury and UK Investor Magazine. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Jonathan Roychoudhury and UK Investor Magazine eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

The UK Investor Magazine was thrilled to be joined by Craig Martin, Chairman of Dynam Capital. Dynam Capital is the manager of the Vietnam Holding Investment Trust.


Find out more on the Vietnam Holding website.


We start with discussing Vietnam Holding’s participation at the inaugural Vietnam ESG Investor Conference and the progress Vietnamese companies are making across all three elements of ESG.


The podcast is recorded as Vietnamese stocks trade near year-to-date highs after a recovery from last year’s sell-off.


Craig provides a comprehensive update on the portfolio and details the companies bought and sold recently.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

367 episoder

Artwork
iconDel
 
Manage episode 367774248 series 2334872
Innhold levert av Jonathan Roychoudhury and UK Investor Magazine. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Jonathan Roychoudhury and UK Investor Magazine eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

The UK Investor Magazine was thrilled to be joined by Craig Martin, Chairman of Dynam Capital. Dynam Capital is the manager of the Vietnam Holding Investment Trust.


Find out more on the Vietnam Holding website.


We start with discussing Vietnam Holding’s participation at the inaugural Vietnam ESG Investor Conference and the progress Vietnamese companies are making across all three elements of ESG.


The podcast is recorded as Vietnamese stocks trade near year-to-date highs after a recovery from last year’s sell-off.


Craig provides a comprehensive update on the portfolio and details the companies bought and sold recently.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

367 episoder

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