Vietnam has outperformed its regional peers, with the stock market recording double-digit gains in three of the past five years. As one of the country’s largest fund managers, Vietnam Enterprise Investments Limited (VEIL) at Dragon Capital manages over $6 billion in assets and is up more than 6% this year.

In our latest interview, Portfolio Manager Ngo Thanh Thao, Co-Manager of VEIL, share insights on Vietnam’s optimistic macro outlook, driven by strong GDP growth, favorable interest rates, and robust market fundamentals. Key investment opportunities are emerging in the banking, retail, and technology sectors, supported by the rising middle class, infrastructure development, and urbanization.

With increasing interest from foreign investors and a resilient economy, Vietnam is poised for continued growth and innovation.

Watch the full interview: Here