MoneyWeek Talks

In this episode of MoneyWeek talks, Thuy-Anh Nguyen, director and product specialist at Dragon Capital, gives Andrew Van Sickle the inside track on Vietnam. Having grown up in Hanoi in the late 1970s, she has first-hand experience of the country’s extraordinary transformation from a war-torn planned economy to one of the world’s most dynamic emerging markets.By 2005, MoneyWeek was highlighting it as Asia’s other Communist dynamo. Now it is growing faster than China. Thuy-Anh tells Andrew how liberalisation triggered a growth spurt, what Vietnam did to ensure the economy maintained momentum, and how it dealt with the Donald Trump administration’s tariffs earlier this year. We also explore some of the key holdings in Dragon’s investment Trust, Vietnam Enterprise Investments Limited.

Cris Heaton, a Contributing Editor at MoneyWeek with a sharp focus on tax and savings policy, joins the discussion. He criticizes the Autumn Budget's confusing and restrictive ISA changes, arguing they won't fix UK equity investment issues. The conversation highlights how salary sacrifice pension caps will discourage saving and worsen the personal allowance cliff, effectively creating a 60% tax trap. The new mansion tax could unpredictably impact homeowners, while inheritance tax tweaks threaten family businesses. Cris urges listeners to take action on their allowances.

Sir Steve Webb, former pensions minister and partner at LCP, tells MoneyWeek Talks how he is proud of the triple lock pension system, which gives the state pension a much-needed boost.Plus, he explains why young people should be able to release some of their pension savings to help them get onto the housing ladder and why renting in old age is not a good idea.Host: Kalpana Fitzpatrick, digital editor, MoneyWeek

In our first episode of MoneyWeek Talks, former UK prime minister Rishi Sunak discusses the real cultural change needed to get people to invest, how his charity, The Richmond Project, will help boost numeracy skills, financial literacy and the economy.Host: Kalpana Fitzpatrick, digital editor, MoneyWeek

Welcome to MoneyWeek Talks - the podcast that helps you build wealth, invest smarter, and understand the concepts that help you manage your finances better.Brought to you by MoneyWeek, our guests include CEO, entrepreneurs, economists, investors and policymakers.We cut through the noise to bring you the best thinking on investments, wealth management, and financial freedom.Subscribe to MoneyWeek Talks now, and get ready to make it, keep it and spend it with confidence. 

Andrew Van Sickle talks to Emily Fletcher and Sam Vech, co-managers of the Blackrock Frontiers Investment Trust, about the improving outlook for the sector and the appeal of exotic economies ranging from Vietnam to Saudi Arabia.

Andrew Van Sickle talks to Greg Eckel and Jonathan Morgan of Canadian General Investments about the economic, environmental and political backdrop for Canadian equities and explores the outlook for the Toronto stockmarket’s key sectors.

Andrew van Sickle talks to Joe Bauernfreund of Asset Value Investors about why Japanese corporations have become more shareholder-friendly over the past decade and what this means for smaller companies

Andrew van Sickle talks to Laura Foll of Janus Henderson Investors about why the London equity market is being shunned by local and foreign investors alike, and what can be done to turn the tide.

Andrew van Sickle talks to Stuart Gray of Alliance Trust about worldwide investment opportunities, the trust’s multi-manager strategy and more than half a century of successive dividend increases.