Vietnam

Frontier Daily, 18 September: Angola debt service, Ukraine gains, Vietnam losses

Central Retail Corp PCL: The tide is turning

Vermilion Compass: Weekly Equity Strategy

Vietnam Trip Report part 2: Ho Chi Minh slowly getting its groove back

Frontier Daily, 11 September: EM FX up, gains for high yield, Mozambique, Iraq

Vietnam Trip Report part 1: Foreign policy – upgraded US ties to balance China

Vietnam Energy: Lower barriers to entry to support investment in wind and solar

China's new map reasserts territorial claims, delineates future conflict in Asia

Frontier Daily, 29 August: Argentina up, Bolivia repayment, NGN and VND losses

China casts a shadow: Emerging-Frontier Equity Monthly – August

Rise of Vietnam’s VinFast signals market shift in EV sector beyond China

Frontier Daily, 24 August: Falling US 10y boosts LatAm/IG, APAC rate pauses

EM Risk Rewards: China local debt, Vietnam real estate

Pakistan: Jailing Imran Khan kills reform but clears path for short-term bulls

Internet freedom in emerging markets: Country ESG in the digital age

Frontier Daily, 3 August: US downgrade sell-off, Brazil cuts, Lebanon rally

Central Retail Corp PCL: 2Q23 preview: Profit to drop YoY and QoQ

Rate cuts in EM: Who else cuts after Chile and with what risk?

Vietnam and Israel sign free trade agreement

Restricting US-China trade and investment is risky

Food: India rice export ban another red flag for commodity prices

Frontier Daily, 7 July: UST yield spike sparks worst EM sell-off since September

Vietnam Economy Moderates in First Half of 2023 as Exports Slump

FDI in 2022: EM grew faster than DM, China de-risking on view

It’s time for IPEF countries to take action on supply chain resilience