Thematic Report

Macro Note: February Industrial Production

03/03/2020 05:02:00 PM
Hit hard from the coronavirus outbreak
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Strategy Note: March Rebalancings

27/02/2020 10:52:00 AM
FTSE Vietnam & MVIS expectations
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Macro Note: Tet Holiday Trade Data

24/02/2020 01:42:00 PM
Yet to see worrying signs from the coronavirus
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Macro Note: February inflation

17/02/2020 05:39:00 PM
Government taking action to curb inflation
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Macro Note: MPI tones down GDP again

13/02/2020 02:15:00 PM
More caution may quicken stimulus response
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Strategy Note: nCoV Portfolio Recommendations

12/02/2020 06:33:00 PM
nCoV Portfolio Recommendations
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Macro Note: Outbreak Hits GDP

11/02/2020 01:33:00 PM
Vietnam's 6.8% GDP growth plan may be difficult to achieve in 2020/Government stimulus should also support 2020 GDP
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Macro Note: January PMI & IP

04/02/2020 05:12:00 PM
Steady but still lacking new growth drivers
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Strategy Note: Coronavirus impacts on Vietnam’s airlines

04/02/2020 02:25:00 PM
2020 international tourist arrivals strongly affected
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Macro Note: Macro Updates

31/01/2020 06:03:00 PM
Tet Impact on Record January CPI & Weak Trade Data
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