Welcome to the
Vietnam Access Conference

Date

16 – 17 September 2025

About the event

The Year of the Snake was expected to be the start of the most transformative period in decades for Vietnam. The government’s ‘Era of Ascendance’ reforms are being hailed for their significance and are unparalleled since the 1986 Doi Moi policies which first unlocked the nation’s market economy. Yet, ambition alone won’t drive returns, execution will be the key, and this has post-liberation day run straight into repercussions from Trump’s determination to de-globalise and focus inwards. Will Vietnam be able to continue to “dance with all partners” or, will it be time to choose?

This year’s VAC aims to provide actionable insights on:

Where are the biggest opportunities in Vietnam’s structural reforms? With ministries consolidated, inefficiencies addressed, and infrastructure projects fast-tracked, how will these changes flow through to corporate earnings?
Will market returns reflect the strength of the real economy? If domestic policy and structural changes drive growth, what catalysts will spur domestic investors to deploy their ample un-banked liquidity into the market?
How are Dragon’s portfolio managers balancing domestic opportunity against global uncertainty? Is 2025 solely a year for defensive allocations, or is this the moment to preposition for alpha from emerging strengths?

We hope that you can join us in assessing Doi Moi 2.0 against the uncertainties of Trump 2.0, and what it will mean for Vietnam’s investment performance.

Speakers

Mr Dominic Scriven OBE

Chairman

Mr Will Ross

Chief Marketing and Distribution Officer

Dr Le Anh Tuan

Chief Investment Officer

Ms Minh Dang

Head of Research

Mr Tuan Le

Lead Portfolio Manager (VEIL)

Ms Hoa Hoang

Lead Portfolio Manager (SMA)

Ms Mai Vu

Portfolio Manager (VEF)

Ms Ly Vu

Senior Associate Director, Research

Mr Minh Trinh

Associate Director, Research

Mr Duc Le

Senior Analyst cum AIC Secretary

Mr Duy Nguyen

Senior Analyst

Agenda

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DAY 1

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September 16 at Vinpearl Landmark 81 Autograph Collection

8:15

Registration and coffee

8:45

Welcome Remarks

Mr Dominic Scriven OBE, Chairman

9:00

Vietnam’s Investment Thesis

Presenter: Ms Minh Dang, Head of Research
Leading with the conclusion, this session will articulate Vietnam’s current investment thesis and market opportunities considering the country’s evolving political and economic landscape. It will introduce the key themes to be explored in greater depth in subsequent sessions.

9:50

Spotlight Sessions: The 2025 Outlook

Speakers: Research Team Sector Specialists
This session, followed by a Q&A, will break down the key elements of the investment thesis into focused, high-impact presentations. Each topic will distil Dragon Capital’s intellectual capital into the essential building blocks for our fund strategies, covering: