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...

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 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...

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...

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...