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 and especially Vietnam. The performance chart of his fund reflects this expertise. We wanted to know what makes the Vietnamese market, with its 99 million inhabitants, so interesting, which sectors are developing particularly well, and which risks investors should be aware of.
Author: Caroline Wirth
