Give us your feedback

Market Strategy – Cautiously optimistic

Strategy Note 05/02/2021    328

Share

  • Gross retail sales of consumer goods and services rose 3.6% mom (+6.4% yoy) in Jan 2021.
  • Vietnam’s headline inflation declined 1.0% yoy in Jan 2021.
  • Jan exports rose an estimated 50.5% yoy to US$27.7bn, the highest growth seen in the past 5 months.

Please follow this link for the full report

You Might Be Interested

30/06

Year 2023

Navigating Vietnam 2H23 – Enough sunlight, flowers will bloom

Strategy Note 178

We believe that the main growth driver for Vietnam’s economy in 2H23 will mainly come from the government’s economic support policies. Therefore, Vietnam’s key investment topics in the second half of 2023 will be closely related to an easing monetary…

07/06

Year 2023

Viet Nam money market chartbook – SBV cuts the policy rates for the 3rd time

Strategy Note 145

In May 25, the SBV decided to reduce some policy rates such as the refinancing rate (down 0.5% points), the ceiling deposit interest rate for 1-month to 6-month term (down by 0.5% points),.. The 12-month deposit interest rates of commercial…

02/06

Year 2023

Market Strategy June 2023 – Ready to take the opportunity

Strategy Note 159

VN-INDEX closed at 1,064.6pts (+1.5% mtd, +5.7% ytd) on May 25 2023. We believe the market’s rally was supported by: A series of supportive policies issued by the Government and the State Bank of Vietnam (SBV) recently have solved some…