Ep 1 - Dragon Capital’s Thuy Anh Nguyen says Vietnam is well positioned for strong long term growth

Description

Welcome to the Investor Summit Green Room. In this episode, we warmly welcome Thuy Anh Nguyen, Director at Dragon Capital, to the Investor Summit Green Room podcast. Dragon Capital manage Vietnam Enterprise Investments Ltd, the largest Vietnam-focused Investment Trust, which returned an outstanding 86% between April 2025 and January 2026. Listen to our Green Room podcast to discover the fundamentals behind the outperformance. Chapters 00:00 Intro 01:22 Sam's 2025: going big on resources 02:22 The Greatland Resources story 03:03 Gold, silver and copper in 2026 03:46 Fresnillo and gold ETFs 04:52 Commodities and the weak dollar 06:19 Venezuela, China and the dollar 08:19 The FTSE 100's 21.5% year 09:10 Wins: Law Debenture and Blue Whale 09:58 Is Nvidia still investable? 10:46 Research tools for private investors 11:39 What is the Ticker app? 13:36 Meet Dragon Capital's Thuy Anh Nguyen 15:45 Behind VEIL's 84% rise 18:13 What VEIL invests in 19:23 What's driving Vietnam's economy 23:00 Playing the trends: banks and property 25:31 Stock pick: Mobile World (MWG) 27:34 The discount and the 2026 outlook 28:55 Vietnam as "China plus one" 32:10 Inside Vietnam's stock market 33:40 From 1,600 stocks down to 40 35:06 Dragon Capital beyond VEIL 36:50 Dragon Capital's culture 38:46 Why Thuy Anh is based in London 40:19 Chairman Dominic Scriven 42:41 Why VEIL, why now? About the Podcast: Having successfully launched the Investor Summit in 2025, the Investor Summit Green Room is our ‘behind the scenes’ monthly podcast for active investors looking to understand market trends, geopolitics and macro-economics and how they affect our portfolios. Our focus is on what will make a good investment - and how to avoid the tank traps. Each month Sam Bell, Copia founder, and Donald Leggatt, Head of IR at Copia, discuss the latest happenings, and we invite our favourite Fund Managers, economists and financial journalists to grace our green room sofa and share their wisdom. Learn more about VEIL here: https://www.dragoncapital.com/individual/funds/veil/ Buy tickets for the Investor Summit on our website: https://www.investorsummit.co.uk/ and see updates on our Socials: https://www.linkedin.com/company/investor-summit/ https://x.com/_investorsummit