Dive into the dynamics of Vietnam’s economic growth in our recent article, “How Vietnam Benefits from Deglobalisation and an upgrade into the MSCI Emerging Markets” byAQUIS Capital. Explore topics like Vietnam’s 8% GDP growth, strategic positioning, and the potential MSCI upgrade.
Explore the keys to Vietnam’s economic triumph and the investment opportunities it brings at:
Tauchen Sie ein in das oft übersehene Potenzial Vietnams! Begleiten Sie uns zu einem spannenden Interview mit Mario Timpanaro von AQUIS Capital und Portfoliomanager des Lumen Vietnam Fund.
Mit seinen fundierten Kenntnissen der asiatischen Märkte, insbesondere Vietnams, gibt Mario Timpanaro Einblicke in die Attraktivität des Marktes, die florierenden Industrien und die wichtigsten Risiken für Investoren.
Lassen Sie sich diese Gelegenheit nicht entgehen! Tauchen Sie hier in das Private Banking Magazin Interview ein und erhalten Sie einen Einblick in die dynamische Landschaft Vietnams.
Anstatt Anzug im Ao Dai. Mario Timpanaro, Fondsmanager des Lumen Vietnam Fund im traditionellen Vietnamesischem Ao Dai am Video-Interview mit Malte Dreher am private banking kongress in München. Mario beleuchtet Vietnams aufregende Investmentchancen, einschließlich des bevorstehenden Übergangs zum MSCI Emerging Market Index und der Auswirkungen von Chinas “Zero-COVID-Politik”. Vielen Dank an private banking kongress Team für den tollen Anlass und die Organisation. Für weitere Informationen klicken Sie auf den Link unten.
The reopening of China will generate new momentum in Asia. One of the beneficiaries of this development is Vietnam. In our opinion, the tourism and consumer sectors will benefit the most. This is in line with our China Plus One strategy, which we have been highlighting for a few months. These are just some of the driving factors for ongoing Vietnam’s growth story. Click on the link for full information.
We proudly participated in the INDEPENDENT WEALTH MANAGEMENT FORUM in Dubai. If you’re in Dubai or Abu Dhabi too and would like to meet us by March 28th, please shout out to Nataliya Shybanova or Mario Timpanaro and we will be happy to chat with you.
“Private Banking Magazin talks in their first issue of 2023 about Lumen Vietnam Fund – the tiger in your portfolio.
Private Banking Magazin knows that they exist: the funds whose managers stand out from the crowd. Finding them is time-consuming and requires know-how. A job for fund analysts as 2022 served investors a toxic cocktail of inflation, interest rate increases, fears of recession and geopolitical uncertainties. Investments outside mainstream offer good entry opportunities including topics of regions that are still under the radar of many investors, despite attractive prospects. In the past few months, we have been made aware of Vietnam. Reason enough to take a close look at the country on the Mekong”. Click on the link for full information.
“Vietnam: the big reopening. Vietnam is attracting great interest from international investors. We summarized some important reasons for this in our German article for the Netfonds platform”. Click on the link for full information.
On April 28, Hubbis held a virtual thought leadership event that focused on the rise of investment opportunities in Vietnam. Partnering Hubbis for the event was sole sponsor AQUIS Capital from Zurich. Click on the link for the full article.
We are happy to inform you that our Lumen Vietnam Fund is celebrating its 10th year Anniversary.
We are proud of this achievement and are excited for the future milestones.
A big thanks to our investors for believing in us, our team’s dedication that has made this company thrive and our business partners who supported us during these amazing 10 years.
“Vietnam benefits from uncertainty around China.”
Mario Timpanaro, Manager of Lumen Vietnam Fund, believes the Southeast Asian country is only at the beginning of a prolonged catch-up process. Click on the link for the full article.