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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...
Rong Viet Lam
Lam Nguyen @ Rong Viet 6 August 2020

Vietnam investment strategy – July 2020: Focus on earnings season

In Q2 20, Vietnam’s GDP grew 0.24% yoy, better than consensus expectations as most industries recovered well after the “social distancing” period. Companies that have a domestic focus on their business activities will be better than those businesses ...
Rong Viet Lam
Lam Nguyen @ Rong Viet 6 July 2020

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
Tu Vu @ Rong Viet 12 May 2020

Vietnam Strategy: After two months of volatility 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...
Rong Viet Lam
Lam Nguyen @ Rong Viet 5 May 2020
Vietnam Strategy: After two months of volatility stock-picking is key
Vietnam Strategy: After two months of volatility stock-picking is key

Vietnam investment strategy – April 2020: Looking at stocks for the long term

The outbreak of Covid-19 in countries outside of China since mid-March resulted in an extreme reaction by financial investors globally, raising concerns of an upcoming economic crisis. A slowdown of the economy will negatively impact companies’busine...
Rong Viet Lam
Lam Nguyen @ Rong Viet 7 April 2020

Implication of lower crude oil prices for Vietnam’s economy

Historically, the plunge in crude oil prices has been leading to significant real income shifts from exporting to importing countries. Although that is a zero-sum game between oil-exporting and importing countries, the economic models of the World Ba...
Rong Viet Tu
Tu Vu @ Rong Viet 11 March 2020

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