Vietnam

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Tellimer Research
18 Sep 2023
Frontier Daily, 18 September: Angola debt service, Ukraine gains, Vietnam losses
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Bualuang Securities
13 Sep 2023
Central Retail Corp PCL: The tide is turning
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Vermilion Research
12 Sep 2023
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Vermilion Compass: Weekly Equity Strategy
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Tellimer Research
12 Sep 2023
Vietnam Trip Report part 2: Ho Chi Minh slowly getting its groove back
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Tellimer Research
11 Sep 2023
Frontier Daily, 11 September: EM FX up, gains for high yield, Mozambique, Iraq
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Tellimer Research
10 Sep 2023
Vietnam Trip Report part 1: Foreign policy – upgraded US ties to balance China
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Tellimer Research
8 Sep 2023
Vietnam Energy: Lower barriers to entry to support investment in wind and solar
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Tellimer Research
7 Sep 2023
China's new map reasserts territorial claims, delineates future conflict in Asia
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Tellimer Research
29 Aug 2023
Frontier Daily, 29 August: Argentina up, Bolivia repayment, NGN and VND losses
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Tellimer Research
28 Aug 2023
China casts a shadow: Emerging-Frontier Equity Monthly – August
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Tellimer Research
28 Aug 2023
Rise of Vietnam’s VinFast signals market shift in EV sector beyond China
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Tellimer Research
24 Aug 2023
Frontier Daily, 24 August: Falling US 10y boosts LatAm/IG, APAC rate pauses
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EMAlpha
10 Aug 2023
EM Risk Rewards: China local debt, Vietnam real estate
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Tellimer Research
6 Aug 2023
Pakistan: Jailing Imran Khan kills reform but clears path for short-term bulls
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Tellimer Research
5 Aug 2023
Internet freedom in emerging markets: Country ESG in the digital age
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Tellimer Research
3 Aug 2023
Frontier Daily, 3 August: US downgrade sell-off, Brazil cuts, Lebanon rally
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Bualuang Securities
3 Aug 2023
Central Retail Corp PCL: 2Q23 preview: Profit to drop YoY and QoQ
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Tellimer Research
1 Aug 2023
Rate cuts in EM: Who else cuts after Chile and with what risk?
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EmergingMarketWatch
26 Jul 2023
Premium
Vietnam and Israel sign free trade agreement
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PIIE
25 Jul 2023
Restricting US-China trade and investment is risky
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Tellimer Research
24 Jul 2023
Food: India rice export ban another red flag for commodity prices
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Tellimer Research
7 Jul 2023
Frontier Daily, 7 July: UST yield spike sparks worst EM sell-off since September
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S&P Global
7 Jul 2023
Vietnam Economy Moderates in First Half of 2023 as Exports Slump
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Tellimer Research
6 Jul 2023
FDI in 2022: EM grew faster than DM, China de-risking on view
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PIIE
5 Jul 2023
It’s time for IPEF countries to take action on supply chain resilience