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Market Strategy – VIETNAM’S MARKET RE-RATING HAS MORE TO DO WITH GLOBAL FACTORS

Strategy Note 13/05/2018    209

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  • Several external factors have coincided to catalyze a market rerating such as : a tightening of global liquidity, strengthening US dollar, rising oil prices, select large source countries of foreign portfolio capital into
    Vietnam are seeing improving domestic prospects.
  •  We emphasize the importance of riding longer-term structural growth stories. ACV (rising aviation penetration and inbound tourism), PC1 (rising power demand and critical infrastructure upgrades) and HPG (continued construction steel demand in the wake of a revival in public spending) come to mind.

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