The biggest weighting in our portfolio, the Vietnamese retail group MWG, at 16.7%, just released its January-April results for 2019: Net profit grew +36%, to VND 1,424 billion (1,044), and
VN Index moved sideways in April – utility stocks surged on rising oil price, banks weakened as investors are yet to fully digest SBV’s new policies. PYN Elite slid -2.8%,
End of March, PYN Elite’s NAV increased 0.3% primarily supported by VEA, TPB and CII while VN-Index increased 1.6% due to contribution from big banks such as VCB, BID and
Real estate, stocks, bonds, bank deposits. The big picture is not as clear as one would hope for making sound investment decisions. It is easy to see that the US
In February, VNIndex rose 6.0%, mainly supported by foreign inflow. The stronger foreign inflow has been sustained after the January 30 press conference of FED chairman and release of FED