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Navigating Vietnam 2H19 – A rosier outlook

Strategy Note 05/07/2019    181

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  • Vietnam’s economy enjoyed a favorable growth in 1H2019.
  • Though the best is yet to come, the worst seems to be over.
  • Overall, we expect a rosier outlook with the VNINDEX touching 1,020 points towards end-2019.
  • Consumer and retail are still the places to be.
  • There is growing awareness that Industrial parks, Logistics and Textiles are the biggest beneficiaries from the manufacturing capital outflow away from China.
  • We are generally neutral on banking sector in 2H2019.
  • Both Aviation and Power still appear appealing.

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