Our insights

From Export Hub to Domestic Powerhouse: Vietnam’s Fundamental Transformation as an Opportunity for Portfolios

19th May 2026

While Western equity markets continue to face valuation pressure and geopolitical uncertainty, the Vietnamese market is delivering growth rates that have become increasingly rare elsewhere. At the e-fundresearch.com Equity Outlook

Vietnam: Growth and Momentum with the Added Benefit of Diversification

11th May 2026

Vietnam’s economy continues to shine with strong growth figures. International equity investors can benefit from this momentum while also diversifying their portfolios. Early investors may additionally capitalize on the country’s

Vietnam in transition: between dynamism and diplomacy

6th November 2025

Vietnam is developing rapidly: a young, digitally savvy population, ambitious reforms and rising investment are making the country an increasingly important economic location in Southeast Asia. In a video interview

FTSE upgrades Vietnam: ‘A milestone with a signal effect for international investors’

6th November 2025

With the upgrade of Vietnam from a Frontier Market to a Secondary Emerging Market by FTSE Russell, the Southeast Asian market has reached an important milestone. For Mario Timpanaro, Head

Vietnam: between fascination and diversification

13th October 2025

KVietnam presents itself as a fast-growing hub in Asia: a young demographic, rising wages and rapid productivity growth, massive direct investment, and the relocation of global supply chains are fueling

Vietnam ignites another stage of Doi Moi

26th September 2025

Electronics and High-Tech Instead of Textiles – Vietnam’s Economy Is Increasingly Focused on Complex Value Creation, Says Mario Timpanaro. The Fund Manager of the Lumen Vietnam Fund at Aquis Capital

From the workshop to a high-tech hub

26th September 2025

Vietnam continues its reform course Doi Moi with determination and offers equity investors a broad universe of high-return companies. A conversation with Mario Timpanaro, fund manager of the Lumen Vietnam

“Infrastructure, Innovation and Investment: Vietnam Is Becoming Increasingly Attractive for Investors”

11th May 2025

Infrastructure, Innovation and Investment: Vietnam is Becoming Increasingly Attractive to Investors With ambitious growth targets and multi-billion dollar investments, Vietnam is positioning itself as Asia’s new economic engine, says Mario

Vietnam: Between Superpowers

27th April 2025

Vietnam: Between Superpowers Vietnam finds itself at the center of the trade conflict between the United States and China. Vietnamese equities are historically undervalued. Over a five-year horizon, active funds

Vietnam: Opportunity and Diversification

31st January 2025

Vietnam is becoming an increasingly popular destination for foreign investors. Robust economic growth, a growing middle class with rising consumer spending, and an increasing number of promising listed companies are

"Vietnam is Positioned Much More Conservatively than China"

9th October 2024

Vietnam remains in the spotlight of international investors—but how is the market developing amid global interest rate shifts? Mario Timpanaro, expert in the Vietnamese equity market, shares exclusive insights into

AQUIS Fund Manager Timpanaro in Interview with e-fundresearch: “Vietnam is a Bit Like the Switzerland of Asia.”

31st May 2024

Mario Timpanaro, the expert behind the Lumen Vietnam Fund by AQUIS Capital, discusses the importance of diversification in today’s market, the potential benefits of Vietnamese equities in times of geopolitical

These Opportunity Factors Promise Above-Average Growth

30th April 2024

Vietnam is a large consumer market with a stable government system and many structural advantages compared to other countries in the region. Vietnam is also currently benefiting from catch-up effects

China +1 strategy gives our Vietnam fund a boost

31st March 2024

Mario Timpanaro from Aquis Capital and portfolio manager of the Lumen Vietnam Fund knows the Vietnamese market inside and out. In this interview, he provides insight into the fund’s portfolio

H1 Academy "The Favorite in Asia" – Interview with Mario Timpanaro

30th November 2023

The H1 Academy in conversation with Mario Timpanaro, fund manager of the Lumen Vietnam Fund. Dive into an engaging 30-minute discussion. Mario Timpanaro shares with the H1 Academy’s Thomas Polach

Airports, Ports, Roads – Rapid Development!

30th September 2023

Very few investors can point out Vietnam on a world map. Mario Timpanaro, founder of Aquis Capital and portfolio manager of the Lumen Vietnam Fund, is highly knowledgeable about Asia