5 | Andy Ho, Opportunities in Vietnam

<p><span style="font-weight: 400;">My guest today is Andy Ho. Andy is the Chief Investment Officer and Managing Director of the LSE-listed VinaCapital Vietnam Opportunity Fund (VOF), which has a net asset value of over US$1.2 billion. At VinaCapital, Andy oversees the capital markets, private equity, fixed income and venture capital investment teams. He is also the author of</span> <em><span style="font-weight: 400;">Crossing the Street</span></em><span style="font-weight: 400;">, an actionable guide to investing in Vietnam. In this conversation, we cover entrepreneurship in Vietnam, building a brand and business in Vietnam, and the process for writing his book. I hope you enjoy my conversation with Andy Ho.</span></p> <p> </p> <p><span style="font-weight: 400;">For the full show notes, transcript, and links to mentioned content, check out the episode page on </span> <a href= "https://compoundingpodcast.com/ep5"><span style= "font-weight: 400;">https://compoundingpodcast.com/ep5</span></a><span style="font-weight: 400;"> </span></p> <p> </p> <p><span style="font-weight: 400;">------</span></p> <p> </p> <p><strong>Show Notes:</strong></p> <p><span style="font-weight: 400;">[00:00:30] - [First question] - Background</span></p> <p><span style="font-weight: 400;">[00:02:02] - Moving to Vietnam</span></p> <p><span style="font-weight: 400;">[00:03:49] - PE investing in the US vs Vietnam</span></p> <p><span style="font-weight: 400;">[00:06:47] - What should foreigners know before investing in Vietnam?</span></p> <p><span style="font-weight: 400;">[00:09:00] - Vietnam and China comparison</span></p> <p><span style="font-weight: 400;">[00:11:52] - Underrated Vietnamese Sectors</span></p> <p><span style="font-weight: 400;">[00:14:10] - Female leadership in Vietnam</span></p> <p><span style="font-weight: 400;">[00:18:50] - Executive Alignment</span></p> <p><span style="font-weight: 400;">[00:20:30] - Building a brand in Vietnam</span></p> <p><span style="font-weight: 400;">[00:23:01] - Andy’s book writing process</span></p>