This is the second of a new monthly feature for subscribers which highlights potential discount opportunities in the investment trust sector. The ideas draw on research from Kepler Intelligence, the investment trust research company. We will be monitoring the results. 

Is Vietnam a safe haven? Writing about any kind of investment opportunity is difficult at the moment, writes David Kmberley of Kepler (pictured left). To paraphrase that apocryphal Chinese expression, we live in interesting times and the extremely volatile macroeconomic environment we find ourselves in means its even trickier t...