Vietnam, every mention
11 scenes (2021) · ← back to Vietnam
tap a year for its mentions
every year 2021 anyone Daniel Graña 12Bruce MacDonald 10Ted Seides 7Ellen Ellison 7Jeremy Grantham 3Larry Siegel 2Julia Bonafede 2Ana Marshall 2Tom Russo 1Taimur Hyat 1
Verbatim, from the transcripts: the passages where Vietnam comes up
Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
- ▶ 46:26 Ellen Ellison Thailand, Vietnam, and India.
- ▶ 51:54 Ellen Ellison Macro comments relative to the fact that China is the elephant in the room in all these markets, and it can be a both a positive influence in terms of supply chain shifting into Vietnam, Indonesia, and other markets outside of China, or if… 4 times in the scene
- ▶ 1:05:54 Ellen Ellison Indonesia, Thailand, and Vietnam, Bangladesh. 2 times in the scene
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 18:40 Daniel Graña Surely Vietnam should be upgraded to emerging markets in the foreseeable future, but it hasn't been.
- ▶ 36:48 Daniel Graña We would need to have plenty of capabilities to cover things as varied as China A-share, as Vietnamese stocks, South African stocks, Brazilian stocks.
- ▶ 40:04 Daniel Graña I would say that Vietnam is one that I'm most excited about. 10 times in the scene
- ▶ 44:29 Ted Seides So if we look through to your portfolios, what types of exposures does that lend itself to in both Vietnam and Brazil? 6 times in the scene
Julia Bonafede – Rosetta Analytics (Manager Meetings, EP.04)
- ▶ 12:57 Julia Bonafede I went to Vietnam before it was even open to the U S if you can believe that back then we really didn't go to Vietnam. 2 times in the scene
Bill Ford – General Atlantic (Manager Meetings, EP.03)
Jeremy Grantham – GMO (Manager Meetings, EP.01)
- ▶ 43:31 Jeremy Grantham You have Sri Lanka, Thailand, Taiwan, and Vietnam, and they have less than one person per million. 3 times in the scene
Private Equity Masters 1: John Toomey – HarbourVest Partners (Capital Allocators, EP.200)
- ▶ 47:04 John Toomey We've made some investments in places like Vietnam, but it's predominantly China where, for all the reasons that we all know about the size of the China market, the growth of the China market, we've had some of the largest exits.