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Latest articles in Vietnam
Vietnam's new leaders likely to pursue same policies
This event is not likely to alter the broadly positive top-down, long-term investment case in Vietnam equities. The shift to younger, more technocratically-minded leaders of the Party, the sort who have grown up in the era of market reforms and may b...


Vietnam: No punitive US tariffs despite currency manipulator label
Vietnam's manufacturing exports equated to 100% of GDP on average over the 2015-19 period, underpinning the 1.7% current account surplus (forecast for 2021 by the IMF) and the creation of jobs, and providing the impetus for consumption and constructi...


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...


The future of "Made in Asia" supply chains
The COVID-19 pandemic served as a wake-up call to businesses and investors about the extent to which globalised supply chains are ultimately reliant on China. For many businesses, this will be a case of reviewing and scaling up their existing supply...


2021 election calendar: The votes that matter
There are a number of elections of importance in smaller emerging and frontier markets in 2021. The general election, delayed by a year, on the pretext of Covid-19, is likely to occur in a highly sensitive political environment, as a result of the on...


China Renminbi strength means competitiveness gain for India and smaller Asia EM
The CNY has appreciated 9.5% since its most recent trough on 29 May 2020. Recent CNY strength versus US$ has been driven by the factors listed below, most of which likely persist. Portfolio inflows to China (driven by 3.3% local currency 10-year bond...

