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Strategy Note / Vietnam

Vietnam strategy – October 2020: Be patient for opportunities

The low-interest rate environment along with a series of macro indicators starting to turn more positive have helped the Vietnamese stock market to extend the rally in September. Q3 20 business results of listed companies will be announced gradually...
Rong Viet Lam Nguyen
Lam Nguyen @ Rong Viet 5 October 2020
Strategy Note / Global

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

The US Commerce Department is initiating a Section 301 investigation under the 1974 Trade Act into alleged currency manipulation by Vietnam; ie it will consider whether trade restrictions (eg higher tariffs) should be applied on Vietnam exports to th...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 5 October 2020
If Vietnam is a currency manipulator it is not a good one
If Vietnam is a currency manipulator it is not a good one
Strategy Note / Global

Food delivery apps and the scramble for market share in EM

Technology and innovation have transformed the digital food delivery industry over the past five years, morphing it into a US$110bn business that has reshaped dining habits and disrupted traditional restaurant models. We estimate that Uber Eats has b...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 4 October 2020
Food delivery apps and the scramble for market share in EM
Food delivery apps and the scramble for market share in EM
Strategy Note / Vietnam

Vietnam strategy – September 2020: Uptrend boosted by 'cheap' money

Vietnam's stock market increased sharply in August and became one of the best markets in the world as the VNIndex increased by 10.4% m/m. However, we believe that the recent uptick of the market is not sustainable when, based on our observations, the...
Rong Viet Lam Nguyen
Lam Nguyen @ Rong Viet 7 September 2020
Vietnam strategy – September 2020: Uptrend boosted by 'cheap' money
Vietnam strategy – September 2020: Uptrend boosted by 'cheap' money
Macro Analysis / Global

COVID-19: Without Help, Low-Income Developing Countries Risk a Lost Decade

While the COVID-19 crisis is sending shockwaves around the globe, low-income developing countries (LIDCs) are in a particularly difficult position to respond. At the same time, limited resources and weak institutions constrain the capacity of many LI...
International Monetary Fund
IMF Blog 27 August 2020
Covid-19: Without Help, Low-Income Developing Countries Risk a Lost Decade
Covid-19: Without Help, Low-Income Developing Countries Risk a Lost Decade
Macro Analysis / Global

COVID-19 Response in Emerging Market Economies: Conventional Policies and Beyond

The economic impact of the COVID-19 pandemic on emerging market economies far exceeded that of the global financial crisis. Unlike previous episodes, where emerging market economies tended to tighten policy to avoid rapid capital outflows and the inf...
International Monetary Fund
IMF Blog 6 August 2020
COVID-19 Response in Emerging Market Economies: Conventional Policies and Beyond
COVID-19 Response in Emerging Market Economies: Conventional Policies and Beyond