VinaCapital Vietnam Opportunity Fund LD has provided an update on Vietnam's political situation, highlighting the recent appointments of Mr. To Lam as President and Mr. Tran Thanh Man as Chairman of the National Assembly. The company acknowledges the unusual movement in the government but emphasizes that it has had little obvious impact on the economy, with Q1/2024 GDP growth at 5.7% and registered FDI up 13% year-on-year, reaching USD 6.2bn. The company expresses hope for a return to normalcy with the filling of senior leadership positions and emphasizes the importance of the government's focus on driving the economy forward.

VinaCapital Vietnam Opportunity Fund LD underscores the consistency of Vietnam's economic policy over the past 20 years, expressing confidence in the country's successful approach to investment and growth. While foreign analysts anticipate potential personnel changes leading up to the next Party Congress in early 2026, the company remains optimistic about the long-term benefits of the ongoing anti-corruption campaign, despite short-term difficulties. VinaCapital Vietnam Opportunity Fund LD reassures stakeholders that it will continue to monitor the situation and provide updates on major developments as warranted.