 Altium Capital Limited

Craig Martin 

Vietnam Holding

Presentation: El Niño 2026–2027 Impact Assessment for Vietnam's Economy and Vietnam Holding Portfolio

El Niño 2026–2027 Impact Assessment for Vietnam's Economy and Vietnam Holding Portfolio

Cavendish has maintained its Buy rating on Vietnam Holding (VNH), arguing that the investment company could benefit as Vietnam’s stock market broadens following its upgrade to FTSE Russell Secondary Emerging Market status.

Cavendish maintains Buy on Vietnam Holding as FTSE upgrade supports outlook

VietNam Holding Limited (VNH) said Vietnam’s move to FTSE Russell Secondary Emerging Market status provides a strong backdrop as the investment company enters its third decade, despite a year of relative underperformance for its portfolio.

VietNam Holding sees opportunity from Vietnam market reclassification

VietNam Holding (VNH) reported a 7.6% rise in net asset value (NAV) in August, exceeding the 6.6% gain in the Vietnam All Share Index, as Vietnam's stock market recovered from July's sell-off.

VietNam Holding NAV outperforms as Vietnam market rebounds in August

VietNam Holding Ltd (VNH), the London-listed investment company focused on Vietnamese equities, has published a new white paper from fund manager Dynam Capital examining the country’s banking sector and its role in financing Vietnam’s next phase of economic development.

VietNam Holding sees strong growth potential in Vietnam’s banking sector

VietNam Holding Limited (VNH) said Vietnam's stock market endured a difficult July, with the VNAS Index falling 7.5% despite stronger-than-expected second-quarter earnings and continued economic growth.

VietNam Holding highlights strong fundamentals despite July sell-off

Vietnam Holding (VNH) has received a Buy initiation from Cavendish, which believes the investment trust is well positioned to benefit from Vietnam's long-term domestic growth story and an expected wave of capital inflows following the country's promotion to FTSE Russell Secondary Emerging Market status.

Vietnam Holding initiated with Buy rating by Cavendish

Vietnam Holding (VNH) said Vietnam's investment case continued to strengthen during June, as many of the country's highest-quality listed companies remained valued well below what the investment manager believes their fundamentals justify.

Vietnam Holding sees compelling value in resilient Vietnam economy

Vietnam Holding (VNH) has published its monthly investor report for May 2026, highlighting Vietnam's resilient economic performance despite ongoing geopolitical uncertainty, inflationary pressures and weaker equity markets.

Vietnam Holding highlights resilient Vietnam outlook despite May market weakness

Vietnam Holding (VNH) highlighted continued strength in Vietnam’s domestic economy in its monthly investor report for April, with first-quarter GDP growth of 7.83% despite ongoing global volatility.

Vietnam Holding reveals NAV gain in April as country growth momentum continues

Vietnam Holding (VNH) has published its monthly investor report for March 2026, outlining a period marked by geopolitical disruption alongside a significant milestone in Vietnam’s market development.

Vietnam Holding issues March report highlighting FTSE upgrade and market volatility

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Vietnam Holding’s interim results showed solid NAV and share price progress, supported by disciplined stock selection, resilient Vietnamese macro fundamentals, and active discount management. The discussion focuses on how the fund is positioning for Vietnam’s next growth phase, while using redemptions and buybacks to reinforce shareholder alignment.

Vietnam Holding: Still More Upside in Vietnam Yet

VietNam Holding (VNH) has reported a 10.8% increase in Net Asset Value (NAV) per share for the six months to 31 December 2025, with the share price rising 12.6% over the same period.

VietNam Holding reports solid NAV growth and resilient outlook despite global volatility

VNH Investor Report Feb 26

Vietnam Holding has published its monthly investor report for February 2026, highlighting continued portfolio gains and resilient economic fundamentals despite rising geopolitical tensions.

Vietnam Holding reports February update with steady NAV growth amid volatile backdrop

Presentation: VNH Monthly Investor Report - Jan 26

VNH Monthly Investor Report - Jan 26

VietNam Holding reports strong January as Vietnam economy maintains momentum

Presentation: VNH Monthly Investor Report - Dec 25

VNH Monthly Investor Report - Dec 25

2025 marked Vietnam Holding’s 20th year as a London-listed investment trust focused exclusively on Vietnamese equities. During the year, Vietnam’s equity market experienced strong headline movements alongside increased domestic participation, while Vietnam Holding continued to follow its established, disciplined investment approach. Developments in market structure and ongoing discount management remained key themes as the company looked ahead to 2026.

Vietnam Holding: Year in Review 2025 and Outlook for 2026

VietNam Holding (VNH) has issued its monthly investor report for December 2025, pointing to Vietnam’s strong macro backdrop and a modest net asset value (NAV) gain for the month.

Vietnam Holding December report highlights Vietnam’s growth in 2025

VietNam Holding (VNH) has published its monthly investor report for November, pointing to growing traction in Vietnam’s capital market reforms and a notable pick-up in initial public offering (IPO) activity.

VietNam Holding November report highlights IPO revival and reform momentum

VietNam Holding (VNH) has reported a resilient October performance for both Vietnam’s economy and its own portfolio, despite severe flooding and typhoons disrupting parts of the country. The Fund’s net asset value (NAV) per share fell 3.1% in October against a 0.7% decline in the VNAS Index, while remaining up 7.5% in gross terms for the first ten months of 2025.

VietNam Holding October update highlights resilience amid storms

VietNam Holding (VNH) reported a 10.9% year-to-date rise in NAV per share at end-September, aided by continued strength in banks, financials and the recovering real estate sector.

VietNam Holding signals positive outlook as NAV rises 10.9% year-to-date

VietNam Holding (VNH) has released its annual report for the year ended 30 June 2025, reporting lower NAV for the year but a constructive medium-term outlook. The board also highlighted active discount control and continued investor engagement. 

VietNam Holding annual report flags potential catalysts ahead

VietNam Holding (VNH) has delivered a 12.7% growth in Net Asset Value (NAV) per share in August 2025 as Vietnam’s equity market moved closer to record levels backed by strong market momentum and anticipation ahead of the FTSE Russell review.

VietNam Holding delivers 12.7% NAV growth in August on strong market momentum

Presentation: VietNam Holding Investor Report - August 25

VietNam Holding Investor Report - August 25

Vietnam Holding reported a 6.5% NAV increase for July 2025 as strong corporate earnings, record market liquidity, robust domestic growth, rising FDI, and supportive government policies propelled Vietnam's equity market to all-time highs.

Vietnam Holding reports 6.5% NAV gain in July as VN Index hits record high

Vietnam Holding (VNH) is a London-listed closed-end fund managed by Dynam Capital, investing in 20–25 high-quality Vietnamese businesses. It applies ESG principles and can also invest in select private equity and foreign firms with major Vietnam exposure. Backed by Vietnam’s rapid 7% average annual GDP growth and a young, educated 100 million-strong population, VNH targets the country’s accelerating consumer demand.

Company Spotlight: Vietnam Holding

Presentation: VNH Investor Report - Apr 25

VNH Investor Report - Apr 25

Vietnam Holding showcased steady growth and confidence in Vietnam's economic fundamentals, recovering in May 2025 following the global market volatility in April.

Vietnam Holding

Latest Coverage

El Niño 2026–2027 Impact Assessment for Vietnam's Economy and Vietnam Holding Portfolio

Cavendish maintains Buy on Vietnam Holding as FTSE upgrade supports outlook

VietNam Holding sees opportunity from Vietnam market reclassification

VietNam Holding NAV outperforms as Vietnam market rebounds in August

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