主题相关资讯: 越南


Outperformer from first news of successful vaccines. Emerging ASEAN has been one of the best performers among major global equity indices since the start of November. And that was likely due to the region’s high economic leverage to normalisation after the distribution of COVID-19 vaccines and its high trend GDP growth rates relative to other Emerging Market economies.


Dec 24, 2020


A major global trading and geopolitical event happened last week, attracting relatively little commentary from a media more preoccupied with US politics and the pandemic.


Nov 24, 2020


Given the trade tensions and looming risks of de-globalisation, it is likely that China will embark on a different growth path in the aftermath of COVID, and increasingly rely on domestic demand to drive growth. This structural shift holds significant implications for EM Asia. In fact, ASEAN replaced the European Union as China’s biggest trading partner in 1Q20. And as a result of the increased tension and US protectionist measures targeting China, and pressure for MNCs to choose which one they side with under the pretext of protection against production disruptions in China, ASEAN and notably Vietnam are clear winners. But a more nuanced picture is closer to the truth. That is, the shifts in supply chains are more likely to be gradual than dramatic.


May 18, 2020


越南防疫佳绩有目共睹,政府自4月23日以来循序渐进地松绑封锁政策,尽管受全球疫情影响,其宏观数据仍不如预期。 越南政府于上周(5月15日)调整了原先设定的5%经济增长率目标,根据不同假设情境制订两个方案:若主要贸易伙伴的疫情在今年第三季得到控制,则增长目标为4.4%%-5.2%;若主要贸易伙伴的疫情迟至第四季才得到控制,则增长目标为3.6%%-4.4%。 越南目前的情况究竟为何? 是时候复苏了吗? 本篇文章我们将针对多方面进行简要更新。


May 18, 2020


Market has been focusing on the export side of Vietnam and how it will benefit from the trade war in the past few months. Of course, that is happening and more foreign companies from garments, furniture, packaging to electronics are setting up their factories in Ho Chi Minh, Honai, Bac Ninh, Thai Nguyen, etc. We, however, think it is worthwhile to consider another side of the growth story here: domestic consumption. The continuing economic growth, rising of middle class, and increasing urbanization will all help consumption to grow significantly in Vietnam ahead.


Aug 26, 2019


Vietnam is seen as the country benefited from the trade war between China and the US. Samsung is assembling half of its mobile phone in Vietnam and Apple is also beginning to start the production in the nation, so it is not surprising if your next iPhone will be made in Vietnam. Investors are enthusiastic about the bright prospects of Vietnam as major upcoming world factory, but Trump’s recent critics lead to a concern if this Southeast Asian country may become the next victim of trade war. We will elaborate further about the trade situation of Vietnam at the moment, the outlook in near future, and the market reaction in this article.


Jul 31, 2019


越南近年来一直是市场热议的投资标的,我们将在本篇文中用七章图,带你看懂为何投资人钟情越南市场。Premia MSCI 越南 ETF 将在7月18日上市(按最终批准为准),届时将为投资者提供更具效率的越南市场投资工具。


Jul 4, 2019