Name: Vietnam’s sensitivity to interest rate rises, other factors affecting the Vietnam market, and how VNH is managing to outperform the market and taking advantage of the current cheapness.
Uploaded: 2022-12-15T09:54:38.835882+00:00
Duration: 1307 s
Channel: Vox Markets
Description: Vietnam’s sensitivity to interest rate rises, other factors affecting the Vietnam market, and how VNH is managing to outperform the market and taking advantage of the current cheapness.

Looking at Vietnam’s economic performance in 2022 and the drivers behind its return to rapid growth including the relocation of manufacturing to Vietnam, particularly from China.

The expansion of Western technology manufacturers in Vietnam and the potential for the country to move further up the value chain, and how this is benefiting VNH’s portfolio companies.

How the expansion of technology manufacturing is increasing both the wealth and intellectual capacity of Vietnam, and the county’s investment in STEM education and e-commerce?

Is there a risk that investment in Vietnam slows as China reopens, or has Vietnam moved beyond simply being a low-cost producer?

The importance of ESG in VNH’s investment approach, the practical benefits of sustainable investing, and how it’s working with its portfolio companies on their ESG journeys.

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Vietnam’s sensitivity to interest rate rises, other factors affecting the Vietnam market, and how VNH is managing to outperform the market and taking advantage of the current cheapness.