Research Center

Investors have become more bearish on risk assets. Nevertheless, we think Vietnam will be able to absorb external shocks. We expect the SBV to raise the policy rate over the next 12-18 months. We expect Vietnam’s GDP growth to decelerate…

Vietnam’s GSO released strong Q1 GDP growth figures yesterday; manufacturing the leader while agriculture and mining sectors are clearly in recovery mode. Vietnam’s 1Q18 GDP grew by 7.38%, the fastest pace seen in 10 years. Agriculture, seafood and forestry also…

Electronics has become an increasingly important part of Vietnam’s total export mix. China is on course to overtake the US as Vietnam’s largest export market andaccounts for a growing share of Vietnam’s high-value electronics exports. Samsung is fighting a losing…

During the beginning of this year, there was a slight rise in inflation and risk assets outperformed. CPI rose 0.51% mom and 2.65% yoy in January 2018, the highest rise seen in the past three years. Stocks also had a…

With the participation of new large-cap listings such as Habeco, ACV and potentially Sabeco, Vietnam Airlines… total market capitalization could increase strongly and Vietnam stock market would provide premium choices for both domestic and foreign investors. The top 10 largest…

International outlook – Concerns about negative impact of FED’s raising interest rate on Vietnam exchange rate are mitigated after FED’s action. Domestic outlook – There is a high probability that CPI will be controlled under 5% as targeted by the…