2352: Vietnam Holding: Still More Upside in Vietnam Yet

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Recorded30 Mar 2026

Publisheraudioboom.com ↗

Handlerec:17506553

Show notes

Vietnam Holding’s interim results showed solid NAV and share price progress, supported by disciplined stock selection, resilient Vietnamese macro fundamentals, and active discount management. The discussion focuses on how the fund is positioning for Vietnam’s next growth phase, while using redemptions and buybacks to reinforce shareholder alignment.

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