Strategy Note /

Vietnam 2022 investment strategy: Gearing up for the long-awaited recovery

  • Expectations of a rapid economic recovery in 2022

  • Vietnam's inflation is under control, deposit interest rates are unlikely to move much higher in the first half of 2022

  • Expect a disparity of returns among sectors and divergence between companies in the same industry; stock picking is key

Lam Nguyen
Lam Nguyen

Banking, Market Strat

Tung Do
Tam Pham
Vu Tran
Rong Viet
4 January 2022
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