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).
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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 August 2026. Watch our video recap of key takeaways of the Vietnam Marcroeconomic and Stock market in August 2026 Vietnam’s Economy Manufacturing momentum strengthened further in August, with […]
Vietnamese consumers spent US$14.4 million on AI applications in H1/2026, nearly doubling from a year earlier. More broadly, 81% of Vietnamese digital users interact with AI tools and features every day, the highest rate in Southeast Asia. So far, much of this adoption has come from individual users. The next stage should come from corporates […]
Recently we visited five of Vietnam’s largest listed banks—state-owned leaders CTG and BID and leading private banks VPB, TCB and MBB—to hear directly from management about current challenges and the sector’s next phase of growth. These discussions reinforced our constructive view of the sector: Vietnamese banks remain resilient under more demanding conditions while building the […]
Summary of H1 2026 results and outlook of DHG Pharmaceutical JSC (DHG VN) Net revenue reached VND2,561bn (+7.7% y/y). mainly driven by a robust 11.1% y/y increase in owned product sales (91.9% of revenue), while an accounting change related to promotional item partly moderated top line growth. By channel, on a like-for-like basis (LFL), pharmacy […]
