Dragon Capital

𝐉𝐨𝐢𝐧 𝐆𝐈𝐓𝐒 𝐂𝐄𝐎 𝐒𝐮𝐦𝐦𝐢𝐭 𝟐𝟎𝟐𝟒 𝐟𝐨𝐫 𝐚𝐧 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐟𝐮𝐥 𝐤𝐞𝐲𝐧𝐨𝐭𝐞 𝐬𝐩𝐞𝐞𝐜𝐡 𝐛𝐲 𝐌𝐫. 𝐇𝐚 𝐃𝐚𝐨, 𝐒𝐞𝐧𝐢𝐨𝐫 𝐀𝐧𝐚𝐥𝐲𝐬𝐭 𝐚𝐭 𝐃𝐫𝐚𝐠𝐨𝐧 𝐂𝐚𝐩𝐢𝐭𝐚𝐥! Mr. Ha Dao is a seasoned financial analyst with expertise in equity research across diverse industries, including IT, telecom, and consumer. He is a Senior Analyst at Dragon Capital Group Limited and has a proven track record of delivering strategic market insights and helping investors drive impactful investment decisions. 🌟 In his presentation, Mr. Ha Dao will share insights about the "Vietnam IT Report by Dragon Capital", an in-depth keynote highlighting Vietnam's IT industry's current state and future potential. This report will offer valuable insights into the trends, challenges, and opportunities that drive Vietnam's digital landscape. Looking forward to seeing all of you there! 💼 —-------------------------- 𝐆𝐈𝐓𝐒 𝐂𝐄𝐎 𝐒𝐮𝐦𝐦𝐢𝐭 𝟐𝟎𝟐𝟒: 𝐆𝐥𝐨𝐛𝐚𝐥 𝐂𝐨𝐧𝐧𝐞𝐜𝐭𝐢𝐨𝐧 - 𝐓𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲 𝐀𝐝𝐨𝐩𝐭𝐢𝐨𝐧 📅 Date: December 6th, 2024 📍Location: Naman Retreat Resort, Truong Sa, Ngu Hanh Son, Da Nang 📩 Email: we@gits.group ➤ Website: https://www.gits.group/   ➤ Facebook: https://lnkd.in/gj55iT4p  ➤ Linkedin: https://lnkd.in/gDeVrbBX #GITS #GITSCEOSUMMIT2024 #TechInnovation #GlobalConnection #by_invitation_only

We’re honored to announce that MYCL has awarded at Net Zero Challenge an initiative by Temasek Foundation and Touchstone Partners ! 🌱 At a time when Indonesia’s largest garment manufacturer faces collapse, risking the livelihoods of hundreds of thousands, we’re reminded of the urgent need for green innovation to strengthen the competitiveness of industries in Southeast Asia. Vietnam, one of the region’s largest footwear producers, has a chance to lead the way. With the support of our brand partners producing in Vietnam, Biti's, and the funding from Dragon Capital, we are accelerating the adoption of mycelium leather—a sustainable material that reduces water consumption by 99% and carbon footprint by 80%. Together, we can drive a sustainable transformation in the fashion and footwear industry, protecting jobs while protecting the planet. #Sustainability #Innovation #NetZero #MyceliumLeather #Impact Ronaldiaz Hartantyo, Muth Syaqoful Fikri, Cindy Vuu, Giang Nguyen, Boon Heong Ng, Geraldine Lek

As of October 2024, Vietnam has signed and implemented 17 Free Trade Agreements (FTAs) and is negotiating two more. This expansion highlights Vietnam’s dedication to economic integration, opening doors to deeper roles in global value chains, increased exports, robust GDP growth, and enhanced institutional frameworks. https://lnkd.in/gTEaV4wj #VietnamEconomy #FreeTradeAgreements #EconomicIntegration #GlobalValueChains #Exports #GDPGrowth #InstitutionalDevelopment #DragonCapital

🌟 Vietnamese Investor Portrait #05: Frank Phạm 🌟 Meet Frank Phạm (Phạm Thế Phương), the inspiring figure featured in our latest “Investor Portrait” series. Growing up in Ho Chi Minh City, Frank’s love for culinary arts ignited in his family kitchen, fostering an unwavering passion for cooking. Determined to turn his passion into a profession, he pursued culinary studies in Singapore, overcoming the challenges of long hours and limited family time with relentless dedication and a commitment to sharing his culinary journey through his YouTube channel. Frank’s perseverance led him to Melbourne, Australia, where he excelled as a chef and food blogger, gaining valuable international experience. His journey didn’t stop there—Frank returned to Vietnam to open his own restaurant, embodying the belief that true success lies in living passionately and courageously pursuing one’s dreams. His story is a powerful testament to the importance of resilience, continuous learning, and the courage to follow one’s heart. Read full story (Vietnamese only): https://lnkd.in/gwC72Chs #InvestorPortrait #FrankPham #PassionDriven #CulinaryJourney #Entrepreneurship #Resilience #VietnameseCuisine #DragonCapital #SuccessStory #ContinuousLearning #Inspiration #Foodie #RestaurantOwner

Vietnam is soaring as a global trading giant with outstanding export performance. With a trade-to-GDP ratio of 184% and an export-to-GDP ratio of 87.2%, Vietnam rivals top city-states like Hong Kong and Singapore. In the first half of 2024 alone, exports hit $190.723 billion, marking a 14.9% year-on-year growth. North America has become Vietnam’s top export destination, surpassing China and solidifying its role in global supply chains. As Vietnam continues to expand its Free Trade Agreements and enhance its technological capabilities, it's set to climb even higher in the global export rankings. 👉 Read full whitepaper: https://lnkd.in/gsR3RKCv #Vietnam #Exports #GlobalTrade #EconomicGrowth #FreeTrade #SupplyChain #Investment #Manufacturing #TradeSuccess

We’re thrilled to share our latest feature in Eco Voice, where Ha Chi Nguyen Nhat, ESG Manager at Dragon Capital, discusses the burgeoning opportunities in Vietnam’s sustainability-focused investments. With her extensive background in environmental engineering and a passion for integrating ESG into asset management, Ms. Chi provides valuable insights into renewable energy, green infrastructure, and carbon projects driving Vietnam’s growth. Dive into the full interview to learn how Dragon Capital is championing sustainable investment practices and shaping a greener future for Vietnam. 🔗 Read the full article: https://lnkd.in/ge99dVdF #Sustainability #ESG #VietnamEconomy #DragonCapital #EcoVoice #RenewableEnergy #GreenInvesting #AssetManagement #SustainableGrowth #InvestmentInsights

Dragon Capital is thrilled to announce our strategic collaboration with TRUaire Vietnam (CSW Industrials Inc.) to provide voluntary supplementary pension funds for over 1,500 employees. This partnership highlights our mutual commitment to building a secure and sustainable financial future for the workforce. By offering robust retirement benefits, we are not only enhancing employee well-being but also contributing to Vietnam’s broader social security landscape. Together, we are paving the way for long-term financial stability and fostering a thriving work environment. #DragonCapital #TRUAireVietnam #SustainableFinance #EmployeeBenefits #PensionFunds #ESG #FinancialStability #VietnamEconomy #CorporateResponsibility #FutureOfWork

🇻🇳 Why Vietnam? Rising Opportunities Across Key Sectors As Vietnam Becomes a Regional Powerhouse.🤓 🔹The Consumer Goods market, is set to grow at CAGR 3.26 % (2024-2029), this is driven by a burgeoning middle class & a consumer shift towards value added products, this highlights greenfield opportunities for innovative product. 🔹 Manufacturing contributes over 20% of Vietnam’s GDP, with projections of an 8.78% CAGR (2024-2028), driven by foreign investments and infrastructure upgrades. 🔹 Healthcare stands out as the fastest-growing sector, forecasted to expand at an impressive 9.7% CAGR (2021-2026). Innovations in telehealth, healthtech and medical devices are key focus areas. Government initiatives are supporting this growth with low import duties & a shift towards financing in digital health. 🔹Education & Training contributed 3.74 % to Vietnam's GDP between 2015-2022, with rising middle classes comes increased demand for quality universities, private & international schools. 🔹 IT Services is an emerging star, poised to grow at a 9.34% CAGR (2024-2029) as Vietnam positions itself as a stronger IT hub in SEA, fuelled by advancements in e-commerce and software innovation. 🔹 Construction remains strong, with the market valued at $69.2 billion in 2024, driven by urbanization, industrial zone growth, housing & commercial demand in key cities. For example Ho Chi Minh City currently has a servere shortage of Grade A office space, with current occupancy rates at 92 %. Sources : World Bank, 'Unveiling the Potential' by Britcham VN P.S - look out for our Macro Trends series coming up, in collaboration with BritCham. #VietnamGrowth #EmergingMarkets #AsiaBusiness #GlobalExpansion

Under the new wave of US tariffs, Vietnam is emerging as the next “Made in China,” attracting major investments from global giants like Apple, Intel Corporation, and SpaceX. With 17 FTAs signed and more negotiations underway, Vietnam is strategically positioned to deepen its role in global value chains, boost exports, and drive robust GDP growth. 👉 Read full article: https://lnkd.in/gJudnAyk #VietnamEconomy #TradePolicy #ExportGrowth #RealEstate #Inflation #DragonCapital #EconomicResilience #InvestmentOpportunities

🌟 Vietnamese Investor Portrait #04: DIVA Mỹ Linh 🌟 Introducing Mỹ Linh, the next inspiring figure in our “Living Like an Investor” series. Celebrated as the “Queen of R&B in Vietnam,” Mỹ Linh has maintained her stellar performance and esteemed position in the music industry for over three decades. Beyond her incredible talent, she is a pioneer in innovation, continually challenging herself to explore new horizons. Together with her team, Mỹ Linh founded Young Hit Young Beat, a music school dedicated to nurturing and developing young musical talents in a joyful and growth-oriented environment. After 30 radiant years on stage, Mỹ Linh remains driven by clear goals, discipline, and unwavering determination. She balances her career with sports, language learning, and personal hobbies like cooking, embodying a relentless pursuit of self-improvement. Her daughter, Mỹ Anh, a promising young singer, carries forward the musical legacy and passion inherited from her mother. Mỹ Linh not only supports her daughter's career but also fosters her creative spirit, demonstrating that success is built on hard work, investment, and the accumulation of experience. Together, mother and daughter believe that success stems from continuous effort and strategic investment, not just luck. They are prepared to seize new opportunities and continue building a lasting artistic legacy for future generations and the Vietnamese music scene. Read full story (Vietnamese only): https://lnkd.in/gYXaPeSF #InvestorPortrait #MỹLinh #Inspiration #VietnameseMusic #Perseverance #Innovation #DragonCapital #Entrepreneurship #SustainableGrowth #SuccessStory #WomenInLeadership #ContinuousLearning