2464: Cavendish on Vietnam Holding: 12% discount attractive ahead of Vietnam’s FTSE upgrade

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Recorded06 Aug 2026

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Show notes

Watch on YouTubeCavendish analyst Will Crighton explains why he has initiated coverage of Vietnam Holding with a Buy recommendation despite its recent underperformance and costly decision to avoid Vingroup. We examine the trust’s discounted valuation, concentrated banking exposure, Vietnam’s emerging-market upgrade and whether further redemptions could undermine the opportunity.

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