What we do

Turicum Investment Management AG (TIM) is an independent advisory firm founded in 1999. The company is licensed as a portfolio 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.

Along with our diverse range of investments, one of our primary areas of focus is Vietnam, the rising tiger of Asia.
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TIM is dedicated to providing expertise while adhering to the highest ethical standards. By coupling fundamental analysis with in-depth country and industry knowledge, we specifically tailor investment solutions to the precise needs of investors.
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February 2025 Macroeconomic & Stock Market Highlights for Vietnam

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 February 2025. Vietnam’s Update – Economy Please recall that Vietnam had a long public holiday for Lunar New Year in January 2025. Hence, the combined Jan-Feb numbers […]

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News & Insights
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Summary of Q4/2024 results and outlook of Binh Dinh Pharmaceutical and Medical Equipment JSC (DBD VN) Net revenue rose 4.6% y/y to VND1,728bn, with self-developed products contributing 98% of total sales, up 5.4% y/y. Key specialized treatments continued to be the growth drivers: antibiotics (+11.0% y/y), oncology (+11.0% y/y) and dialysis (+20.0% y/y). These groups […]

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During China’s National People’s Congress, the government made it clear that boosting consumption is a top priority, mentioning it 27 times throughout the government work report. Despite lingering challenges, there are encouraging signs of recovery. Recent data shows that retail sales in the first two months of 2025 increased by 4.0%, beating market expectations and […]

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Summary of Q4/2024 results and outlook of Dong Hai Ben Tre JSC (DHC VN) Net revenue was VND3,431bn (+5.3% y/y). Weak kraft paper demand in China spurred heightened competition from FDI kraft paper manufacturers selling locally. Nonetheless, DHC sustained full capacity utilization at its kraft paper mills and increased cardboard box utilization to 76.0% from […]

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