Craig Martin from Dynam Capital, the investment manager for VietNam Holding Limited (LON:VNH) introduces the company to Proactive London's Andrew Scott.
''We really play to the strengths of Vietnam ... it's a country with nearly 100 million people, there's a growing consumer society, it's a modernising economy and has benefited from three decades of export-orientated growth''.
''We're trying to make sure we've got a good position in fairly defensive businesses internationally but ones that are still exposed to the growth in Vietnam through the domestic consumption story and industrialisation''.