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 inflows from upcoming index changes as Vietnam becomes a dominant weight in FM indices. 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.
- 1 Global Themes/Global Want exposure to booming EM digital payments? Consider these 10 listed names
- 2 Strategy Note/Global Corruption: The ugly truth for EM and ESG investors
- 3 Sovereign Analysis/Lebanon Lebanon: At the precipice as leaders pass the buck
- 4 Strategy Note/Global Emerging and Frontier: Way behind Developed on Buffet Indicator (in one chart)
- 5 Sovereign Analysis/Ecuador Ecuador: Government announces agreement in principle on bond restructuring
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