Turicum Investment Management AG (TIM) is an independent advisory firm founded in 1999. The company is licensed as an investment manager and supervised by the Swiss Financial Market Supervisory Authority (FINMA).
By fostering a culture of discipline, openness, and transparency, we have become a trusted partner for investors. We provide a variety of solutions to capture emerging trends and early recognition investment opportunities.
We would like to present you our monthly Macroeconomic & Stock Market Highlights for Vietnam alongside with the monthly performance update of the TIM Vietnam Actively Managed Certificate for March 2026. Watch our video recap of key takeaways of the Vietnam Marcroeconomic and Stock market in March 2026 Vietnam’s Economy Tensions in the Middle East have dominated […]
While recent market discussions have largely focused on oil price movements and developments surrounding the conflict in the Middle East, Vietnam, though not immune to global headwinds, continues to quietly build on solid foundations. In this report, we review the performance of Vietnam’s Industrial Park (IP) sector in 2025 and its outlook for 2026. We […]
A series of high-level engagements, all within a short span, points to a clear focus: deepening partnerships with key FDI contributors to support the next phase of growth. First, To Lam visited China, where he and the Vietnamese delegation personally experienced high-speed rail travel across provinces—a subtle but telling signal of priorities. The visit also […]
Vietnam remains the largest sourcing base for Adidas, accounting for more than a quarter of its global production, highlighting how deeply global brands now rely on the country to anchor their supply chains. This matters because once scale reaches this level, it becomes structural: * Orders are sticky — shifting away is costly and slow […]
