Global trade trended down during the coronavirus outbreak with many countries recording a negative growth in exports this year, but Vietnam is an exception. Exports surged by 34.0% year-on-year in February as Samsung Electronics increased shipments of smartphones after dropping 14.3% year-on-year in January. Excluding the impact of lunar new year, its exports managed to buck the trend with a net increment of 2.4% year-on-year in the first two months in 2020. Benefited from the trade war, its shipment to the US rose 19.6% so far this year. In terms of category, smartphones & parts, computers & electronics, textiles & garments, machinery, footwears are the top 5 export items.
Mar 9, 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
Vietnam is increasingly spoken about as one of the biggest beneficiaries of the trade war and as a market to watch going forward. However, the tools to access Vietnam remain limited. On July 18 (subject to final approvals) we will list the MSCI Vietnam strategy to make it easier for investors to access this dynamic and fast growing market.
Jul 4, 2019
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