Market strategy – Assessment the mixed impact of geopolitical tensions on economic sectors
Strategy Note 01/03/2022 111
- 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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