Jul 29, 2021
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 Crossing the Street, 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.
For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep5
[00:00:30] - [First question] - Background
[00:02:02] - Moving to Vietnam
[00:03:49] - PE investing in the US vs Vietnam
[00:06:47] - What should foreigners know before investing in Vietnam?
[00:09:00] - Vietnam and China comparison
[00:11:52] - Underrated Vietnamese Sectors
[00:14:10] - Female leadership in Vietnam
[00:18:50] - Executive Alignment
[00:20:30] - Building a brand in Vietnam
[00:23:01] - Andy’s book writing process
[00:27:29] - Eastern vs Western Culture
[00:32:44] - Is Vietnam living up to its potential?
[00:35:22] - Underrated skill?
[00:36:26] - Influential books?
[00:38:00] - Andy’s plan for the future
Connect with Andy:
Connect with Andy on LinkedIn: https://www.linkedin.com/in/andy-ho-5672502/
VinaCapital’s Website: https://vinacapital.com/
VinaCapital Vietnam Opportunity Fund: https://vof.vinacapital.com/
Stay up to date on the podcast by signing up to Curated by Kalani, where I share what I’ve been reading, learning, and watching for that week. I compress to impress and aim for maximal return on your time invested. Sign up at https://kalanis.substack.com
Connect with Kalani:
Sign up for "Curated by Kalani": https://KalaniS.substack.com/
Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/
Visit Kalani Scarrott’s BLOG: https://kscarrott.com/
Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/
Follow Kalani Scarrott on INSTAGRAM: https://www.instagram.com/KalaniScarrott/