George Street Capital

23/07/2022

Reasons to be cheerful

The glass is always half-full in Vietnam Craig Martin giving an update on Vietnam’s optimism in Cologne.

05/09/2020

Not all that Glitters is Gold - two emerging themes from investing in the times of COVID have been Gold (as a hedge) and ESG as a style to buildbackbetter

Emerging Markets and Responsible investing with ESG. Diversification is important. Gold is used as a hedge against inflation globally. Environmental and Social Governance remain relevant despite the impact of coronavirus and COVID-19.

14/08/2020

China In Your Hand - Tik Tok Goes the clock. Chinese tech companies face an uncertain future in raising funds, building user-bases and seeking an exit as a result of a war of words between the US and China. Two hegemons fighting for the world stage.

China spawns several unicorn and decacorn technology leaders like bytedance and TikTok. Billions of users have pushed these to high valuations for Private Equity investors. A war of words between US and China threatens their existance, yet ultimately, perhaps the users will determine who wins.

13/08/2020

Burmese Days - short trip down memory lane in Myanmar. The land of Orwell, Kipling and Leyden. Poetry and prose fashioned in the tropical yesteryear.

travel in myanmar enhanced by the poetry of writers that travelled before including Orwell Kipling Leyden. Burma has an evocative colonial past.

05/08/2020

Vietnam Holding (LSE" VNH) scored highly in its 2020 PRI Assessment. It believes, as George Street Capital does, that business can be a force for good.

02/08/2020

Investing in Vietnam – Podcast

Craig Martin speaks on Vietnam Holding (LSE: VNH) as a means to invest in Vietnam

25/07/2020

Welcome to Vietnam Vietnam is a high growth market situated in the heart of Asia. Its cohesive population of 100m people is young, hard-working and increasingly digitally connected. Over the last 30 years, Vietnam has experienced high levels of GDP growth, averaging about 6 to 7% and attracting record levels of Foreign Direct Investment (FDI) with almost USD 20 bn in 2019. [ 1,247 more word ]

Vietnam has emerged as a post-pandemic winner from covid-19. It sits on the border of frontier and emerging market investing and offers growth potential for a diversified portfolio.

17/07/2020

Defeating Covid-19 was the Nation's priority Much has been written elsewhere about how Vietnam defeated Covid-19's initial waves in 90 days. In a country of close to 100 million people, it is remarkable that there have been no confirmed deaths. As UK Prime Minister Johnson said, "the virus thrives on ambivalence", and perhaps that is why this country was able to succeed where so many others have succumbed. [ 366 more words ]

Defeating Covid-19 was the Nation’s priority Much has been written elsewhere about how Vietnam defeated Covid-19’s initial waves in 90 days. In a country of close to 100 million people,…

17/07/2020

Growth, even though modest, is testament to the success of Vietnam in battling and winning against the coronavirus

Vietnam's success in tackling the Covid-19 pandemic will help its economy recover faster than regional peers and grow by 2.3 percent this year, a report says.

15/07/2020

Trends in Vietnam’s investment environment

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14/07/2020

Vietnam is a high growth market situated in the heart of Asia. Its cohesive population of 100m people is young, hard-working and increasingly digitally connected. Over the last 30 years, Vietnam has experienced high levels of GDP growth, averaging about 6 to 7% and attracting record levels of Foreign Direct Investment (FDI) with almost USD 20 bn in 2019. It also is an increasingly open economy, with trade equivalent to 200% of GDP, and the government has negotiated a number of free trade agreements. [ 397 more words ]

Vietnam is a high growth market situated in the heart of Asia. Its cohesive population of 100m people is young, hard-working and increasingly digitally connected. Over the last 30 years, Vietnam ha…

27/04/2020

A longish video (11 mins) in total, on the return to work in Vietnam, and the prospects for the Vietnam equity markets in the mid-term.

A longish video (11 mins) in total, on the return to work in Vietnam, and the prospects for the Vietnam equity markets in the mid-term.