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Investing in Vietnam, with Dragon Capital Founder Dominic Scriven
In this episode Trust Issues, we speak to Dominic Scriven, the Founder and Chairman of Dragon Capital - the asset management group behind Vietnam Enterprise Investments (VEIL). In the episode we discuss inflation in Vietnam, how tech is changing the investment opportunities in the country, and some of the themes we see in the VEIL portfolio. You can skip to individual questions using the timestamps below:
00:00 - risk warnings
01:52 - What is Dragon Capital?
03:41 - How is inflation affecting Vietnam?
08:04 - Are companies relocating to Vietnam from China?
14:09 - Have smartphones changed the way people use financial services in Vietnam?
18:21 - Is rising demand for consumer goods impacting the VEIL portfolio?
22:58 - Does urbanisation remain a theme in the VEIL portfolio?
27:58 - What are the benefits of being 'on the ground' and understanding local nuances when investing in Vietnam?
31:00 - What is corporate culture like and how does that effect your ability to invest in public companies in Vietnam?
34:40 - Will Vietnam become a part of emerging market indices soon?
Read our research on VEIL - https://tinyurl.com/2b6xytvm
Visit the VEIL website - https://www.veil-dragoncapital.com/
Intro music by State Azure, used with permission.
View all episodes
By Kepler PartnersIn this episode Trust Issues, we speak to Dominic Scriven, the Founder and Chairman of Dragon Capital - the asset management group behind Vietnam Enterprise Investments (VEIL). In the episode we discuss inflation in Vietnam, how tech is changing the investment opportunities in the country, and some of the themes we see in the VEIL portfolio. You can skip to individual questions using the timestamps below:
00:00 - risk warnings
01:52 - What is Dragon Capital?
03:41 - How is inflation affecting Vietnam?
08:04 - Are companies relocating to Vietnam from China?
14:09 - Have smartphones changed the way people use financial services in Vietnam?
18:21 - Is rising demand for consumer goods impacting the VEIL portfolio?
22:58 - Does urbanisation remain a theme in the VEIL portfolio?
27:58 - What are the benefits of being 'on the ground' and understanding local nuances when investing in Vietnam?
31:00 - What is corporate culture like and how does that effect your ability to invest in public companies in Vietnam?
34:40 - Will Vietnam become a part of emerging market indices soon?
Read our research on VEIL - https://tinyurl.com/2b6xytvm
Visit the VEIL website - https://www.veil-dragoncapital.com/
Intro music by State Azure, used with permission.