Lam Nguyen

Banking, Market Strat @ Rong Viet

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Latest articles from Lam Nguyen
Vietnam strategy 2021: Opportunity arises
The global stock market is forecast to remain relatively optimistic when being supported by the easy monetary policy, a weak USD and the economic recovery. However, a cautious sentiment should be considered when tensions between trading partners are...


Vietnam strategy – October 2020: Be patient for opportunities
The low-interest rate environment along with a series of macro indicators starting to turn more positive have helped the Vietnamese stock market to extend the rally in September. Q3 20 business results of listed companies will be announced gradually...
Vietnam strategy – September 2020: Uptrend boosted by 'cheap' money
Vietnam's stock market increased sharply in August and became one of the best markets in the world as the VNIndex increased by 10.4% m/m. However, we believe that the recent uptick of the market is not sustainable when, based on our observations, the...


Vietnam investment strategy – August 2020: Prudence with macroeconomic outlook
With the second wave of the coronavirus pandemic, economic recovery will take longer than we expected because of weaker domestic consumption. Average liquidity from the start of the second wave until now was only VND4,200bn, fading out in the past fe...
Vietnam Strategy: Stock-picking is key
The strong market decline in March clearly created a certain attraction for investors. According to our observations from the past, after the market increased strongly and cash flow began to spread to VNMid and VNSmall, the market tended to correct s...


Vietnam 2020 investment strategy
Bottom-up, we assess the trends in each sector, while in our stock-by-stock analysis of our entire coverage we provide detailed forecasts, investment rationale and operating risks for the coming year. The impact on market sentiment, therefore, will n...
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