{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/5b0fd1107b67904376d520f7/668662a84cb273e461b7ef57?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Booming manufacturing, surging trade, and record highs with Vietnam Holding","description":"<p>The UK Investor Magazine was delighted to welcome Craig Martin, Chairman of Dynam Capital, the fund manager of Vietnam Holding, back to the podcast for a fascinating instalment of Vietnamese economic and portfolio construction.</p><p><br></p><p><a href=\"https://ukinvestormagazine.co.uk/vietnam-holding-2/\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>Explore Vietnam Holding in the UK Investor Magazine Investment Centre</strong></a></p><p><br></p><p>At the time of recording, Vietnam Holding shares were just a whisker away from a record high which was set just a few days prior.</p><p><br></p><p>We discuss the key economic data behind Vietnamese equities’ ascendancy and the positioning AAA-rated managers at Dynam Capital have taken to drive significant outperformance compared to the benchmark.</p><p><br></p><p>Craig provides an overview of Vietnam Holding’s high-conviction portfolio detailing specific companies and core investment themes.</p>","author_name":"UK Investor Magazine"}