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Vietnam: What Is Driving the Next Phase of Growth vietnam: what is driving the next
Vietnam: What Is Driving the Next Phase of Growth
Vietnam is investing in infrastructure, energy, and higher value-added sectors. Fund manager Mario Timpanaro of Aquis Capital explains why the country’s development has pleasantly surprised him, which sectors he is
„Vietnam’s GDP grew by 8.39% in the second quarter of 2026.“ „vietnam’s gdp grew by 8.39% in
„Vietnam’s GDP grew by 8.39% in the second quarter of 2026.“
Mario Timpanaro, Manager of the Lumen Vietnam Fund at AQUIS Capital, discusses Vietnam’s strong growth, attractive valuations, and the opportunities arising from the country’s increasing integration into global supply chains.
Vietnam: Growth Momentum with a Diversification Advantage vietnam: growth momentum with a diversification
Vietnam: Growth Momentum with a Diversification Advantage
Vietnam’s Economy Continues to Deliver Strong Growth. International equity investors can benefit from this momentum while simultaneously diversifying their portfolios. Early investors also have the opportunity to capitalize on the
Vietnam: Strong Fundamentals Point to the Next Phase of Growth vietnam: strong fundamentals point to the
Vietnam: Strong Fundamentals Point to the Next Phase of Growth
The First Half of 2026: Vietnam Continues to Demonstrate Remarkable Economic Resilience The first half of 2026 once again demonstrated how resilient the Vietnamese economy has become. Despite geopolitical tensions
Vietnam: Growth and Momentum with the Added Benefit of Diversification vietnam: growth and momentum with the
Vietnam: Growth and Momentum with the Added Benefit of Diversification
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 vietnam in transition: between dynamism and
Vietnam in transition: between dynamism and diplomacy
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
Vietnam: between fascination and diversification vietnam: between fascination and diversification
Vietnam: between fascination and diversification
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 vietnam ignites another stage of doi
Vietnam ignites another stage of Doi Moi
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 from the workshop to a high-tech
From the workshop to a high-tech hub
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
Vietnam: Between Superpowers vietnam: between superpowers
Vietnam: Between Superpowers
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 vietnam: opportunity and diversification
Vietnam: Opportunity and Diversification
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" "vietnam is positioned much more conservatively
"Vietnam is Positioned Much More Conservatively than China"
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
These Opportunity Factors Promise Above-Average Growth these opportunity factors promise above-average growth
These Opportunity Factors Promise Above-Average Growth
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 china +1 strategy gives our vietnam
China +1 strategy gives our Vietnam fund a boost
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 h1 academy "the favorite in asia"
H1 Academy "The Favorite in Asia" – Interview with Mario Timpanaro
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! airports, ports, roads – rapid development!
Airports, Ports, Roads – Rapid Development!
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

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