Dragon Capital product specialist Thuy Anh Nguyen presented at the Proactive One2One Investor Forum, focusing on Vietnam Enterprise Investments (LSE:VEIL). Nguyen explained that Dragon Capital, the manager of VEIL, is Vietnam’s largest asset manager and oversees almost $5 billion US dollars across diverse strategies. She highlighted that Vietnam remains a standout growth market, stating that over the past two decades, annual growth has averaged 6.5%.
Nguyen outlined major infrastructure developments, including a planned high-speed rail that will cut travel times between Hanoi and the south from 36 hours to as little as 5 hours. She also discussed structural reforms, noting that the government aims to grow GDP to $800 billion US dollars by 2030 while empowering the private sector to drive nearly 60% of output.
She noted the stock market’s valuation remains attractive, trading at a 25% discount to its ten-year average price-to-book ratio. VEIL has returned over 10% annually since Vietnam’s stock market inception, outperforming the local index over the long term.
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