VietNam Holding highlights country growth despite September market weakness Vietnam’s gross domestic product grew 9.95% year on year in the third quarter, putting it among the fastest growing sizeable economies globally. However, the Vietnam All Share Index fell 3.9% during September, while VNH’s net asset value declined by a smaller 2.6%. View from Vox Vietnam’s strong economic growth and rising investment continue to support the long-term outlook, although September showed that equity markets can diverge from underlying economic performance. VNH’s focus on companies with strong funding positions and capital discipline could prove valuable as liquidity conditions remain tighter Read the full article here: voxmarkets.com/articles/viet… @VietNamHolding @CapitalDynam @Cavendish_plc #VNH #vietnam #investment #fund

Cavendish maintains Buy on Vietnam Holding as FTSE upgrade supports outlook View from Vox Vietnam Holding’s portfolio remains positioned around strong earnings growth and attractive valuations, while Vietnam’s FTSE upgrade could help bring renewed foreign inflows and broader market participation. A wider rally beyond a small group of index heavyweights would create a more supportive backdrop for the fund’s disciplined investment approach. Read the full article here: voxmarkets.com/articles/cave… @VietNamHolding @CapitalDynam @Cavendish_plc #VNH #vietnam #investment #fund

Vietnam Holding Ltd initiated with Buy rating by Cavendish Vietnam Holding offers investors focused exposure to one of Asia's fastest-growing economies through a portfolio built around domestic structural growth rather than index replication. With Vietnam entering the emerging market universe and the trust trading at a double-digit discount to NAV, Cavendish believes improving market breadth could provide the catalyst for stronger performance and a narrowing of that discount. Read the full article here: voxmarkets.com/articles/viet… #VNH #vietnam #investment #fund @CapitalDynam