Tu Vu

Rong Viet

Macro @ Rong Viet

Tu Vu
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Latest articles from Tu Vu

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 Nguyen
Lam Nguyen @ Rong Viet 6 August 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 Vu
Tu Vu @ Rong Viet 12 May 2020

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...
Rong Viet Lam Nguyen
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 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...
Rong Viet Tu Vu
Tu Vu @ Rong Viet 31 December 2019

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