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James Carthew: Why are Vietnam trusts floundering whilst the economy booms? 

James Carthew writes “At VOF, which is the one that I hold, the manager has been overhauling the portfolio and its team; around two-fifths of the portfolio has been turned over the past year. It also says it is restructuring some illiquid legacy investments…VinaCapital Vietnam Opportunity has made a few profitable pre-IPO investments recently and […]

Vantage: Strength of the Vietnamese economy

Edison Group: “In this interview, Khanh Vu, portfolio manager of VinaCapital Vietnam Opportunity Fund (VOF), and Michael Kokalari, chief economist at VinaCapital, discuss the drivers of the remarkable strength of the Vietnamese economy despite the tariff turmoil. They also provide an update on Vietnam’s progress towards an emerging market status and becoming an investment-grade country. They […]

James Carthew: If it’s too late to hide, how about trust bargain hunting? 

James Carthew: If it’s too late to hide, how about trust bargain hunting? 

A couple of weeks ago, I was discussing the possible impact of tariffs on Vietnam. If you recall, the managers of VinaCapital Vietnam Opportunity Fund (VOF) were fairly sanguine about the prospect, reasoning that the US would see Vietnam as an ally in the region and recognise that it was making an effort to address the sizeable trade imbalance, […]

Discount Delver: the 10 cheapest trusts on 4 April 2025

the 10 cheapest trusts on 4 April 2025

Investment trusts, due to their closed-ended structure, offer investors the chance of picking up a potential bargain. Such an opportunity arises when a trust’s share price is lower than the underlying investments held by the trust (the net asset value, or NAV).    However, a trust trading on a discount to NAV is not necessarily a […]

UK stocks count the cost of American tariffs

UK stocks count the cost of American tariffs

Duties were not as steep as expected for the UK, but the impacts will reverberate beyond the hardest-hit countries. Read more: Investor’s Chronicle | UK stocks count the cost of American tariffs

James Carthew: Trump is not too much trouble for my Vietnam trust

James Carthew: Trump is not too much trouble for my Vietnam trust

James Carthew says he is sticking with VinaCapital Vietnam Opportunity and may even add to the £624m trust, after an update from the managers on the effect of the Trump administration. Read more: CityWire | James Carthew: Trump is not too much trouble for my Vietnam trust

VinaCapital Vietnam trust names new lead manager

vof_vinacapital_portrait_pop_up_Khanh Vu_blog

VinaCapital Vietnam Opportunity Fund (VOF) has named Khanh Vu as lead manager. The appointment follows the death of former manager Andy Ho last June. Brook Taylor, VinaCapital’s head of asset management, had taken charge of the trust in the interim. Read more: CityWire | VinaCapital Vietnam trust names new lead manager

The best ways to invest in Vietnam – Asia’s communist dynamo

The best ways to invest in Vietnam – Asia’s communist dynamo

Investors complain that complex planning rules thwart infrastructure projects. Administrative bloat is blamed for burdening the state budget. Sound like Britain? It’s not. This is Vietnam, and the government is responding in a decidedly non-Whitehall way. The one-party communist state is going all-out for growth, announcing sweeping reforms dubbed a “bureaucratic revolution”. Read more: MoneyWeek […]

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