We identify four high-quality names that are likely to see a bounce-back in performance, and that are still trading at discounted multiples. We also identify four banks that have rallied hard and are now pricing in structural improvements in performa...

The current policy mix is certain to continue: emphasis on export-led growth, anti-corruption while preserving patronage for loyalists via the party system, slow liberalisation of foreign ownership and slow state-owned enterprise reform until there i...

These military manoeuvres occur in the context of recent diplomatic (eg Hong Kong opposition resignation, Taiwan invited to Biden inauguration) and rhetorical jabs (eg Xi Jinping at virtual Davos, Antony Blinken at his secretary of state confirmation...

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'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...