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15/03

Year 2018

Economics Focus – Vietnam’s electronics export boom comes with hidden risks

Economics Note 491

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…

05/02

Year 2018

JANUARY MACRO RECAP: A POSITIVE START TO THE YEAR

Economics Note 412

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…

23/11

Year 2016

Special Report – Promising outlook on increasing Vietnam Stock Market Size

Economics Note 499

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…

28/09

Year 2016

Macro Update – Continuing to have more actions for quantitative easing?

Economics Note 473

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…