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17 Jun 2026 12:57
Vietnam Holding - Update note from QuotedData
17 June 2026
20 years on, potential undiminished
Vietnam Holding (VNH) has just marked its 20th anniversary. Both VNH and Vietnam have made significant progress over the past two decades, with successes and some challenges along the way. Over the long term, VNH's investment strategy has outperformed local benchmarks. Recently, however, its focus on quality growth and ESG has been less popular. While its companies continue to post strong results, supported by Vietnam's robust economy, this is not yet reflected in their valuations.
Vietnam's growth potential remains strong, with government targets that could drive major economic change. VNH's portfolio is well positioned to benefit, and this should be recognised by investors, especially if foreign investment returns. Vietnam's upcoming inclusion in the FTSE Russell index series may support this.
Full Research:
https://quoteddata.com/research/vietnam-holding-20-years-on-potential-undiminished-qd/
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NB: Marten & Co was paid to produce this note Vietnam Holding Limited, and it is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the Financial Conduct Authority. Marten & Co is not permitted to provide investment advice to individual investors categorised as Retail Clients under the rules of the Financial Conduct Authority.
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