Thematic Report

Strategy Note: FTSE prospects

25/09/2020 05:04:00 PM
Hopes dashed until September 2021
Download

Strategy Note: September Rebalancings

01/09/2020 04:39:00 PM
FTSE Vietnam & MVIS estimated changes
Download

Macro Note: August Industrial Production

01/09/2020 04:38:00 PM
Clear impacts of Covid-19 second wave
Download

Macro Note: VND undervaluation

27/08/2020 04:52:00 PM
Risk of being labeled as currency manipulator
Download

Strategy Note: Fund flows

14/08/2020 04:15:00 PM
Optimistic on capital flows
Download

Macro Note: SBV rate cuts

07/08/2020 05:52:00 PM
Lower pressure on State budget spending
Download

Macro Note: July credit growth

07/08/2020 02:58:00 PM
Slowing down and signal of another policy rate cut
Download

Macro Note: July Industrial Production

03/08/2020 02:46:00 PM
Signs of slowing down
Download

Strategy Note: Divestment process

08/07/2020 01:41:00 PM
Prime Minister hopes to accelerate divestment
Download

Strategy Note: Public investment progress

03/07/2020 10:31:00 AM
Public investment lags behind the plan in the first 6 months - We expect public investment can accelerate in the second half of 2020
Download