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Vietnam's new leaders likely to pursue same policies

Tellimer Research Hasnain Malik @ Tellimer Research
Hasnain Malik @
Tellimer Research
18 January 2021

Vietnam: No punitive US tariffs despite currency manipulator label

Hasnain Malik 17 January 2021

The future of "Made in Asia" supply chains

S-RM Analyst Team 21 December 2020

2021 election calendar: The votes that matter

Hasnain Malik 9 December 2020

If Vietnam is a currency manipulator it is not a good one

Hasnain Malik 5 October 2020
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...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 18 January 2021
Vietnam's new leaders likely to pursue same policies
Vietnam's new leaders likely to pursue same policies

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...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 17 January 2021
Vietnam: No punitive US tariffs despite currency manipulator label
Vietnam: No punitive US tariffs despite currency manipulator label

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...
Rong Viet Lam Nguyen
Lam Nguyen @ Rong Viet 29 December 2020
Vietnam strategy 2021: Opportunity arises
Vietnam strategy 2021: Opportunity arises

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...
S-RM S-RM Analyst Team
S-RM Analyst Team @ S-RM 21 December 2020
Asia Pacific: The future of "Made in Asia" supply chains
Asia Pacific: The future of "Made in Asia" supply chains

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...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 9 December 2020
2021 EM election calendar: The votes that matter
2021 EM election calendar: The votes that matter

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...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 18 November 2020
China Renminbi strength means competitiveness gain for India and smaller Asia EM
China Renminbi strength means competitiveness gain for India and smaller Asia EM