Mr. Duc Pham, Managing Director of Alliance Mount, recently attended Founder Codex 2026, hosted by Thien Viet Securities (TVS).
The forum convened investors, startup founders, and industry strategists to discuss Vietnam’s Venture Capital & Private Equity Outlook 2026, highlighting a pivotal phase for the country’s private markets.
A Shifting Investment Landscape
A keynote by Nguyen Hoa Chung, alongside panel discussions with representatives from investment funds, emphasized a clear transition in the market.
Vietnam is entering what was described as the “Vietnam 2.0” era—marked by a more disciplined, selective, and standards-driven investment environment.
Key Themes from the Forum
Shift to Quality
Speakers highlighted a move away from “growth at all costs” toward stronger unit economics and operational discipline.
The ESG Imperative
Net Zero and ESG standards were emphasized as essential for companies seeking to access global capital.
Strategic Megatrends
Discussions pointed to major trends shaping the next phase of growth, including the increasing role of AI and Vietnam’s “Secondary Emerging Market” upgrade by FTSE.
Alliance Mount’s Perspective
In an increasingly fragmented global economy, Vietnam’s long-term resilience will depend on its ability to align local market potential with international standards of transparency and governance.
Alliance Mount remains committed to supporting this transition—acting as a strategic partner that translates market insights into actionable growth for investors and businesses.