Our insights
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 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.

Watch on YouTube

Source: https://www.private-banking-magazin.de/flughaefen-haefen-bahnhoefe-werden-auf-teufel-komm-raus-ausgebaut/?web=1&wdLOR=c84A62D8E-DCC8-45E2-B867-01AD53C73DA9

Author: Caroline Wirth

Latest articles

Hedge Funds Are Back, Why Now? The Case for the Asset Class and the Multi-Manager Approach hedge funds are back, why now?
Hedge Funds Are Back, Why Now? The Case for the Asset Class and the Multi-Manager Approach
Introduction Two questions sit behind almost every hedge fund allocation. The first is whether hedge funds deserve a place in the portfolio at all. The second, which follows immediately, is
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
See all insights