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. 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/ See updates on The Investor Summit on our website: https://www.investorsummit.co.uk/ Or our Socials: https://www.linkedin.com/company/investor-summit/ https://x.com/_investorsummit