DRAGON CAPITAL VIETNAM DEBT FUND REVIEW

As inflation is a hot topic in global markets this year, let’s take a look at how this might affect the prospects of investing in a Vietnam debt fund. There are not many ways to achieve such exposure in your portfolio, but arguably Vietnam’s most highly regarded fund manager does have a debt product out … Continue reading DRAGON CAPITAL VIETNAM DEBT FUND REVIEW

WHAT ARE THE BEST VIETNAM FUNDS TO INVEST IN? (OPEN ENDED) PT 2

This is a follow up to part 1 of my last blog post, where I had a brief look at some of the choices available when it comes to choosing the best Vietnam funds to invest in (open end structure). The five funds I explore here are generally smaller funds management operations compared with a … Continue reading WHAT ARE THE BEST VIETNAM FUNDS TO INVEST IN? (OPEN ENDED) PT 2

WHAT ARE THE BEST VIETNAM FUNDS TO INVEST IN? (OPEN ENDED) PT 1

When my last blog post covered investing in CEFs to get exposure to the Vietnam stock market, I discussed how the potential to buy assets at a discount to NAV was an advantage. This however assumes one does not panic and sell at a bigger discount! Some investors may prefer an investment that more readily … Continue reading WHAT ARE THE BEST VIETNAM FUNDS TO INVEST IN? (OPEN ENDED) PT 1