Dragon Capital

A day of competition, camaraderie, and plenty of laughs on and off the court. The Dink & Drink Pickleball Tournament 2025, co-hosted by Dragon Capital, Ho Chi Minh City Securities Corporation (HSC), and Holbrook Pickleball, brought together colleagues and friends from across the financial community for a lively day of sport and connection. Thank you to everyone who joined, played, and cheered - it was a reminder that teamwork, whether in markets or on the court, thrives on shared spirit and good humour. #TeamDragon #CommunityEngagement #Pickleball2025 #LifeatDragonCapital

Vietnam’s next growth chapter may be led not by factories, but by code. Speaking on ausbiz, Viet Vu of Dragon Capital described Vietnam as an “emerging Asian dragon” - a country combining rapid growth with structural reform. GDP is on track to reach 8% this year, inflation remains contained at below 4%, and foreign direct investment has surged to nearly USD 19 billion in the first nine months. Beyond the macro data lies a deeper shift. Vietnam is transitioning from commodities to high-value exports, such as electronics and smartphone components, while government incentives are accelerating the growth of tech-driven industries. Reforms to clearing infrastructure and foreign ownership rules are also paving the way for Vietnam’s anticipated upgrade to the FTSE Russell, An LSEG Business Emerging Market index in 2026. This is a market not only expanding in scale, but also evolving in sophistication - positioning itself at the forefront of Asia’s next industrial wave. 👉 Watch the video: https://lnkd.in/g4A8bCJV #EmergingMarkets #InstitutionalInvesting #Vietnam

Vietnam’s emergence among the world’s top ten in the Global AI Index highlights a new dimension of its development story. The country’s rapid integration of artificial intelligence across sectors reflects not only technological adoption but also institutional readiness and public trust in innovation. For investors, it signals the deepening sophistication of Vietnam’s growth model - moving from manufacturing scale to digital capability. As the Fourth Industrial Revolution reshapes value chains, Vietnam’s alignment of policy, human capital, and digital infrastructure could redefine its competitive edge in the coming decade. #EmergingMarkets #InstitutionalInvesting #Vietnam

At this week’s The Association of Investment Companies (AIC), Thuy Anh Nguyen, Product Specialist at Vietnam Enterprise Investments Limited (VEIL), discussed why Vietnam’s elevation to Emerging Market status marks more than just an index milestone. Vietnam’s reform momentum, disciplined macro policy, and expanding domestic capital base are deepening its investment case. As Thuy Anh noted, the country’s progress reflects both structural reform and resilience-an economy accelerating towards upper-middle-income status while maintaining stability and investor confidence. In a world searching for sustainable growth, Vietnam’s trajectory stands out for its consistency, policy credibility, and demographic strength. 👉 Watch the full conversation with the AIC: https://lnkd.in/gFFRsAZF #Vietnam #EmergingMarkets #InstitutionalInvesting

Vietnam’s state visit to Egypt this August reaffirms a partnership that extends beyond diplomacy. As Vietnam expands its global economic network, its ties with Egypt underscore a shared interest in South–South cooperation and the diversification of trade routes across Asia, the Middle East, and Africa. For Vietnam, Egypt represents both a symbolic and a practical bridge, linking Southeast Asia’s manufacturing supply chains with emerging consumption markets along the Red Sea and Mediterranean corridors. For investors, it highlights how Vietnam’s external strategy continues to strike a balance between pragmatism and ambition, positioning the country within the broader reconfiguration of global trade flows. #EmergingMarkets #InstitutionalInvesting #Vietnam

Vietnam’s upgrade by FTSE Russell, An LSEG Business to Secondary Emerging Market status marks more than an index reclassification. It recognises the success of reforms in settlement, disclosure, and capital mobility, and signals a new phase of market maturity. With GDP expanding 7.85% in the first nine months of 2025, disbursed FDI at a five-year high, and inflation contained, Vietnam enters Q4 from a position of strength. The next focus is execution—turning structural momentum into sustainable institutional depth as the roadmap to MSCI EM status unfolds. Read our full view in Dragon Capital’s September 2025 Monthly Insights. #EmergingMarkets #InstitutionalInvesting #Vietnam

At last week’s “Doubling Down on Vietnam” webinar, Dragon Capital’s Chief of Marketing and Distribution Officer Will Ross CFA noted that Vietnam’s growth story hinges not only on capital inflows, but on the kind of jobs and companies being created. The goal is not just more investment, but better investment. Despite global headwinds, Vietnam’s domestic confidence remains strong. Structural reforms, infrastructure expansion, and private sector dynamism are reinforcing its trajectory - quietly but steadily. As FTSE EM upgrade prospects near, the alignment between market maturity and policy modernisation is becoming more tangible. Vietnam's challenge now is to translate favourable macro conditions into long-term institutional outcomes. The next decade will test whether it can sustain the transition from rapid growth to shared prosperity. #InstitutionalInvesting #EmergingMarkets #VietnamEconomy

Vietnam’s trajectory towards FTSE Russell, An LSEG Business Emerging Market inclusion illustrates the country’s evolution from frontier reformer to regional anchor. Market infrastructure upgrades, from the KRX trading platform to delivery-versus-payment reforms, are reshaping access for foreign investors while deepening domestic participation. With a $288 billion market capitalization and liquidity rivaling that of smaller EM peers, the focus now shifts from eligibility to absorption - the capacity to turn index inclusion into long-term capital formation. #Vietnam #LongTermCapital #EmergingMarkets