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Market strategy – Assessment the mixed impact of geopolitical tensions on economic sectors

Strategy Note 01/03/2022    111

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  • We weight the mixed impact of Russia sanctions and the commodities prices hike on Vietnam economic sectors.
  • Sectors which likely benefit from commodities prices hike include oil & gas, steel export producers and fertilizer, in our view.
  • On the other hand, we see slight negative impact to edible oil, animal feed producers and air tourism.

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