Tu Vu

Rong Viet

Macro @ Rong Viet

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Latest articles from Tu Vu
Macro Analysis / Vietnam

Vietnam: Comparing government intervention policies

In this special report, we focus on government intervention policies implemented by Vietnam in response to the Covid-19 outbreak and compare it to policies during the global financial crisis as well as to current polices in place in other regional As...
Rong Viet Tu Vu
Tu Vu @ Rong Viet 12 May 2020
Strategy Note / Vietnam

Vietnam Strategy: Stock-picking is key

The strong market decline in March clearly created a certain attraction for investors. Cash inflows helped the market recover strongly in the first weeks of April before moving sideways due to the shock of world oil prices. After a period of V-shaped...
Rong Viet Lam Nguyen
Lam Nguyen @ Rong Viet 5 May 2020
Equity Analysis / Vietnam

Vietnam 2020 investment strategy

In our 145-page strategy report we cover all angles of the Vietnam investment case in 2020. Top-down, we highlight the global and domestic macro drivers, as well as upcoming index changes as Vietnam becomes a dominant weight in FM indices. Botto...
Rong Viet Tu Vu
Tu Vu @ Rong Viet 31 December 2019

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