On-The-Ground in Vietnam

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Insiders and Outliers - MCP on Emerging Markets

Mobius Capital Partners

7 episodes

7 months ago

In 'Insiders and Outliers - MCP on Emerging Markets' portfolio manager, Carlos von Hardenberg, shares his expert opinions and in-depth analysis on some of the most interesting and challenging topics shaping the future of emerging markets.

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On-The-Ground in Vietnam

Insiders and Outliers - MCP on Emerging Markets

24 minutes 7 seconds

11 months ago

On-The-Ground in Vietnam

In the sixth episode of Insiders and Outliers, Carlos Hardenberg, founder and portfolio manager of MCP, explains how on-the-ground research trips add an edge to MCP's investment process, and draws on his recent visit to Vietnam to unpack the country's rapid economic growth over the past few decades. He shares key insights into Vietnam's vibrant technology sector, its rapid digitisation, its emergence as a manufacturing hub, and the addition of a new high-conviction Vietnamese holding following the trip.

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Hosted on Acast. See acast.com/privacy for more information.