Portfolio Manager’s snapshots for 2025
1. Could the Vietnamese government succeed in accelerating growth to over 7% in 2025? YES 2. Is it fair to argue that Vietnam’s economic growth will continue to outperform the
1. Could the Vietnamese government succeed in accelerating growth to over 7% in 2025? YES 2. Is it fair to argue that Vietnam’s economic growth will continue to outperform the
Vietnamese bank stocks performance has shown promising signs this year, but price gains have remained moderate, ranging at level of 15% to 30%. In a period of less than three
The weeks following Donald Trump’s election victory have brought an unwelcomed wave of selling in emerging markets. This marks the third consecutive week of outflows. The strengthened U.S. dollar has
Vietnam’s economy is about to achieve a brisk GDP growth of more than 6.5% in 2024. Just this week, the National Assembly, which is responsible for the country’s budget, key
There has been a lot of good news from Vietnam lately. The growth of industrial production has accelerated and in the last three months, expansion of over 10% has been
No doubt, that one can expect good returns from Vietnam in 2024. Based on the performance of the VN-Index, local investors are getting ready to jump into the market. PYN