Podcast•Mar 18, 2026•58 min
Why Vietnam Is the World's Most Exciting Emerging Market
In this episode, Chris Sheldt‑Hoheaton talks with Dominic Scriven, founder and chair of Dragon Capital, about Vietnam’s evolution from a war‑torn, isolated economy to the region’s most dynamic emerging market. Scriven recounts his personal journey—from learning Vietnamese in Hanoi to launching one of the first investment funds in the country—and explains how early‑stage capital, WTO accession, and a disciplined, Confucian‑inspired social contract have driven sustained growth. He highlights Vietnam’s resilience amid recent trade tensions, anti‑corruption campaigns, and geopolitical shifts, noting that despite volatility, Dragon Capital’s fund has delivered roughly 11‑12% annualized returns in USD over two decades. The discussion underscores the country’s ongoing push for national champions and deeper integration with global supply chains.
By MoneyWeek Talks (formerly The MoneyWeek Podcast)
