Here is PYN Elite’s latest investor letter 
The situation in the Persian Gulf is particularly serious for Asian economies, as they import the majority of the crude oil they need from the Middle East. We believe that political pressure will lead to a situation where a US and Israeli attack against Iran will not last for several months.
The outlook for the Vietnamese economy is good, and accordingly, we expect strong earnings growth from the companies in PYN Elite’s portfolio. We have sought to take advantage of the stock price fluctuations during the war, and through buy and sell orders, we have been able to adjust the portfolio weightings.
We see the Vietnamese market as attractive in the short, medium, and long term.