A nimble approach to harnessing 8% GDP growth and attractive valuations with Vietnam Holding

Join us for an in-depth conversation with Craig Martin, Chairman of Dynam Capital, the investment manager behind Vietnam Holding (VNH). As Vietnam celebrates its newly acquired emerging market status and its equity index reaches record highs, Craig shares his insights on one of Asia’s most dynamic investment opportunities.

Find out more about Vietnam Holding here.

We explore the immediate impact of global tariff pressures on Vietnam’s economy and equity markets, examining how the country is adapting to these headwinds. Looking beyond short-term challenges, Craig discusses Vietnam’s economic transformation over the past year and whether the recent upgrade to emerging-market status has triggered the anticipated institutional inflows and IPO activity.

With Vietnam’s leadership targeting ambitious 10% GDP growth, we assess what’s needed to achieve this milestone. Craig provides his perspective on why some may be underestimating Vietnam’s economic resilience.

The discussion turns to portfolio strategy, with Craig walking through significant rebalancing decisions over the past year and highlighting where he sees value entering 2026. We examine specific holdings and new positions, exploring how attractive valuations and strong economic fundamentals are shaping investment decisions at a time when many Vietnamese stocks remain compelling on a P/E basis.

Craig concludes by sharing what excites him most about the year ahead for Vietnam’s equity markets and the opportunities available to investors willing to look beyond headline risks.

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