EPISODE · Nov 19, 2024 · 24 MIN

On-The-Ground in Vietnam

from Insiders and Outliers - MCP on Emerging Markets

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.To see our Podcast Policy go to www.mobiuscapitalpartners/podcast-policy.com Hosted on Acast. See acast.com/privacy for more information.

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