Rong Viet
Rong Viet

Rong Viet

Coverage: Vietnam
Rong Viet Securities (RongViet) is a full service brokerage founded in December 2006 by leading financial and trading institutions and banking specialists in Vietnam.
Location: Ho Chi Minh City
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Analysts

Latest articles from Rong Viet

Vietnam strategy 2021: Opportunity arises

The global stock market is forecast to remain relatively optimistic when being supported by the easy monetary policy, a weak USD and the economic recovery. However, a cautious sentiment should be considered when tensions between trading partners are...
Rong Viet Lam Nguyen
Lam Nguyen @ Rong Viet 29 December 2020
Vietnam strategy 2021: Opportunity arises
Vietnam strategy 2021: Opportunity arises

Vietnam: MSCI — Expectations from capital flows into Frontier Markets

Vietnam could benefit the most from the reclassification of the MSCI Frontier Markets Index in November. In our opinion, capital would flow into stocks in the VN30 Index, especially with Vietnamese stocks accounting for a large proportion in MSCI. Ac...
Rong Viet Kiet Tran
Kiet Tran @ Rong Viet 27 October 2020

Vietnam strategy – October 2020: Be patient for opportunities

The low-interest rate environment along with a series of macro indicators starting to turn more positive have helped the Vietnamese stock market to extend the rally in September. Q3 20 business results of listed companies will be announced gradually...
Rong Viet Lam Nguyen
Lam Nguyen @ Rong Viet 5 October 2020

Vietnam strategy – September 2020: Uptrend boosted by 'cheap' money

Vietnam's stock market increased sharply in August and became one of the best markets in the world as the VNIndex increased by 10.4% m/m. However, we believe that the recent uptick of the market is not sustainable when, based on our observations, the...
Rong Viet Lam Nguyen
Lam Nguyen @ Rong Viet 7 September 2020
Vietnam strategy – September 2020: Uptrend boosted by 'cheap' money
Vietnam strategy – September 2020: Uptrend boosted by 'cheap' money

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 construction materials industry – Strong demand from H2 20

Demand for houses in the Southwest region continues to be healthy. Although the transportation demand between the two areas of Ho Chi Minh City and the Southwest region is high, only 40km of expressways (Ho Chi Minh City-Trung Luong) has been built i...
Rong Viet Hoang Nguyen
Hoang Nguyen @ Rong Viet 25 June 2020