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Equity Analysis / Vietnam

Vietnam Energy: As demand soars, solar can shine with the right policies

Vietnam has issued a new policy to promote the development of solar power projects, commonly known as Decision 13, effective 22 May 2020. While this ends ten months of policy uncertainty, the new feed-in tariffs (FiTs) will only be able to...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 28 May 2020
Vietnam Energy: As demand soars, solar can shine with the right policies
Strategy Note / Global

China devaluation another US-China friction and a risk for rival exporters

China's fixed Renminbi rate has depreciated 0.7% in the last month, 2.6% ytd, 3.3% in the last year, 8% in the last 5 years.Related readingGeopolitics after Covid-19: US-China cold war, fragmented EU and GCCChina and Hong Kong: 'One country,...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 26 May 2020
China devaluation another US-China friction and a risk for rival exporters
Weekend Reading / Global

Biden's US foreign policy would be positive for Emerging Markets

Four Biden versus Trump foreign policy contrasts - multilateralism, trade, Iran, climate: all would be positive shifts for emerging market investorsThere appears to be very little difference between Biden, Trump and the US Congress on the description...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 16 May 2020
Biden's US foreign policy would be positive for Emerging Markets
Macro Analysis / Vietnam

Vietnam: Central bank urges more timely implementation of forbearance measures

In this report, we discuss further the State Bank of Vietnam’s (SBV) guidance for banks with updates from a recent meeting between the government and the public on 9 May. This is a follow-up on our report on the impact of Covid-19 on banks...
Rong Viet Anh Nguyen
Anh Nguyen @ Rong Viet 12 May 2020
Macro Analysis / Vietnam

Vietnam: Comparing government intervention policies

In this special report, we focus on government intervention policies implemented by Vietnam in response to the Covid-19 outbreak and compare it to policies during the global financial crisis as well as to current polices in place in other regional As...
Rong Viet Tu Vu
Tu Vu @ Rong Viet 12 May 2020
Equity Analysis / Vietnam

Vietnam digital payments: On the cusp of rapid change

We think the Vietnam digital payments landscape is set for a period of rapid change, for the following reasons: 1. Most transactions are still conducted via cash, but digital payments technology is evolving rapidly, and the government is also pr...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 11 May 2020
Vietnam digital payments: On the cusp of rapid change