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 Weekend Reading/Global Vaccine colonialism revisited: World’s most comprehensive data on pre-purchases
- 2 Global Themes/Global Global Investment Themes for 2021
- 3 Strategy Note/Global Emerging-Frontier Equity Monthly – November: Our top picks after the rally
- 4 Strategy Note/Global The ultimate guide to Brazil fintech
- 5 Macro Analysis/Global Emerging market yields reach all-time low
This report is prepared in order to provide information and analysis to clients of Rong Viet Securities only. It is and should not be construed as an offer to sell or a solicitation of an offer to pur...