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The power of dividends..

Sep 23, 2019
1 min

The power of dividends..

Last week, we have talked about the power of dividends. Today we are going to review a couple of examples to illustrate this incredible power of reinvesting dividends. This website is very useful to make some quick calculations. Total Dow Jones Industrial Average Return over the last 10 years is +181.6%. Annualised Dow Jones Industrial Average Return over the same period is +10.9%. But the really interesting part is to be found here: Annualised Dow Jones Industrial Average Re

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Stocks are the best investment over the long term

Sep 5, 2019
1 min

Stocks are the best investment over the long term

Stocks are the most profitable asset class for investors ready to invest for the long-term. Investing in stocks, over the long-term and if properly done, is the best way to generate wealth over time and this can be done without taking too much risk (such as using leverage for instance). In many countries (and this is particularly true in countries such as France, Italy and some Asian countries such as Vietnam) investors think that real estate is the best investment option. In

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Performance April 2019

May 14, 2019
1 min

Performance April 2019

Vietnamese shares did not change much this month. Investors remained cautious about the market’s prospects. Many investors just stood by and watched the market move. On the economic side, the Asian Development Bank (ADB) said Vietnam experienced another year of strong growth in 2018 (GDP expanded by 7.08%) although a weaker external environment could affect its growth outlook for this year and next. The ADB has forecast Vietnam’s economy to grow by 6.8% in 2019 and 6.7% in 20

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Vietnam is sometimes viewed as being an emerging market

Jan 8, 2019
1 min

Vietnam is sometimes viewed as being an emerging market

Vietnam is sometimes viewed as being an emerging market, but technically, it is still officially classified as a Frontier market. A frontier market is different from an emerging market. In the 1990s, the International Finance Corporation came up with the term ‘Frontier Market’ that allowed to differentiate the concepts of emerging and frontier markets. To put it simply, a frontier market is a type of developing country that is more developed than the least developing countrie

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Vietnam is becoming a modern economy

Nov 23, 2018
1 min

Vietnam is becoming a modern economy

If you have already been to Vietnam, you might have noticed the high number of shops selling clothes. These shops are often small and family-owned. In years to come, many of these shops are expected to close. Vietnam is becoming a modern economy and artificial intelligence starts to be deployed in the retail industry too. #Vietnam #Stocks #Investing #BuyingVIetnamstocks

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Our clients come from many different countries

Nov 6, 2018
1 min

Our clients come from many different countries

Our clients come from many different countries around the world. Similarly, our team is made up of professionals with many different backgrounds. We speak several languages as our native tongues and are always pleased to discover new cultures and new ways of doing business. #countries #World #Investments #Stocks

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In early August, Moody’s upgraded Vietnam from B1 to Ba3

Oct 25, 2018
1 min

In early August, Moody’s upgraded Vietnam from B1 to Ba3

In early August, Moody’s upgraded Vietnam from B1 to Ba3. "While downsides may arise from persisting weaknesses in the banking system or if the ongoing trade dispute between the US and China resulted in a sharp slowdown in global trade, there are upside risks from further improvements in debt affordability and better trade performance than we currently project." #Moodys #Vietnam #Creditrating #stocks

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Our performance

Oct 24, 2018
1 min

Our performance

Last year our reference portfolio under-performed the major indexes. Nonetheless, we managed to record a 27.6% annual return. In 2016, while the main indexes recorded in average 7-8% gains, our reference portfolio recorded an 18.6% gain. In 2015, our performance was very similar with +18.8%. #stocks #Vietnam #Vietnamesestocks #emergingmarketstocks

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Different cultures, values and goals

Apr 10, 2018
1 min

Different cultures, values and goals

We have clients from different parts of the world who speak different languages, have different cultures and values and have different goals. We provide a tailored approach. Each client is unique and that means that the best stocks for one client are not necessarily the best for all of them. When you buy a stock, you own a part of a company, so you need to feel at ease with the business that the company carries on whether the company is in Vietnam or not. #stocks #Vietnam #

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What are your goals as an investor?

Mar 27, 2018
1 min

What are your goals as an investor?

What are your goals as an investor? We have many clients and each of them has different goals. Some of them are investing with their children in mind, some are investing for their retirement, some clients are just looking for high returns. Depending on your objectives we might recommend you not to opt for our service. In fact, we are looking for investors with a long-term horizon, that is at least a couple of years. Investing in a frontier market such as Vietnam involves rela

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February 2018 stock performance

Mar 6, 2018
1 min

February 2018 stock performance

February has been a hectic month, to say the least. Vietnam's stock markets have been heavily hit by the plunges on Wall Street that triggered a rout in equities worldwide. Vietnamese shares suffered large but luckily temporary losses. A couple days prior to Tết (the Vietnamese New Year), the VN index was down more than 10%. After this turmoil, indexes started to rise strongly notably supported by large-cap stocks such as PetroVietnam Gas Joint Stock Corporation shares (GAS).

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Historical-cost based Balance Sheet figures

Feb 12, 2018
1 min

Historical-cost based Balance Sheet figures

Historical-cost based Balance Sheet figures are the ones that matter in estimating the risk that a company will violate a loan covenant requiring maintenance with a minimum ratio of debt to net worth. It is good to solicit as many details as management will disclose regarding risks not spelled out in the Balance Sheet or footnotes. Analysts/investors should solicit the company’s customers, suppliers, competitors and lenders and any other analysts who follow the company. #bala

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A simple process to invest in Vietnamese stocks

Nov 22, 2017
1 min

A simple process to invest in Vietnamese stocks

Our advisory portfolio management service works on a simple idea: keeping our clients in command of their own portfolio and guide them in order to obtain the highest possible returns over a long-term horizon. The process for new clients is straightforward. First, we will ask you to fill in our questionnaire which will be used to determine your risk profile. Then, as soon as you are ready to trade (that is when your broker account has been opened and you have transferred money

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October 2017 Stock Performance

Nov 1, 2017
1 min

October 2017 Stock Performance

After a really strong month of September, October has been much more mixed for the Vietnamese stock markets. This month witnessed a strong performance divergence between the two main Vietnamese indexes which is quite unusual. On the economic side, Inflation eased in October while the YTD CPI increase to 2.25% and annual growth soared to 7.5% in Q3 (Q2: 6.3% year-on-year) despite a protracted downturn in mining and oil output. Finally, rising inflows of FDI amid concerted effo

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A quick look on the main Vietnamese indexes performance since the beginning of the month.

Oct 18, 2017
1 min

A quick look on the main Vietnamese indexes performance since the beginning of the month.

We are already in the second half of the month of October. A perfect time to have a quick look on the main Vietnamese indexes performance since the beginning of the month. Hanoi’s index has been outperformed by Ho Chi Minh index so far. HSX records so far a gain of +1.6% while HOSE index records an impressive gain of 2.9%. Since the beginning of the year, HSX is up by 36.6% while HOSE is up by a more modest but still massive 24.5%. #vietnam #stocks #indexes #performance #Octo

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Are you a Vietnamese resident investing in Vietnamese stock?

Sep 18, 2017
1 min

Are you a Vietnamese resident investing in Vietnamese stock?

If you are a Vietnamese resident and you invest in Vietnamese stocks, it is easy to compute your returns. You would be doing so in you currency..the Vietnamese Dong. However, things become more tricky as an international investor investing in Vietnam (or any other country using a different currency). Indeed, you have two ways to determine your performance, looking at the performance in VND or looking at the performance in your own currency. Since we have clients from many dif

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Invest in Vietnam

Jun 23, 2017
2 min

Invest in Vietnam

Why invest in Vietnam? A thousand years ago, the economic centre of the world was in Asia. Today, it seems clear that the world’s economic centre of gravity is shifting back to Asia. Vietnam is ideally located. It has a long coastline with many ports and shares a border with southern China, and is thus close to large metropolitan and economic hubs such as Hong Kong, Shenzhen and Guangzhou. The country's geographic position is one of its many assets and has encouraged firms to

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