• What regional lift from Japan?

    Japan’s GDP picked up in 1H 2013 led by consumption and exports, but, surprisingly, imports from EM Asia (exception of Vietnam) have not yet received a lift.

The Vietnam Stock Market Report 10-02-2013

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Vietnam Stock Market daily: The market’s focus has switched to laggards stocks including previously active speculative issues; banks and also some HaSTC based stocks that have been ignored all year. Read More »

The Vietnam Stock Market Report 09-25-2013

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Vietnam Stock Market daily: Sentiment has turned slightly positive as a result of this and the fact that the macro economic outlook has turned a little brighter with inflation back under 7%; a stable currency and a better outlook for the manufacturing sector. Read More »

The Vietnam Stock Market Report 09-24-2013

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Vietnam Stock Market daily: We are hopeful that a combination of (1) slight seasonal uptick in the macro economy (2) a worthwhile effort to open up the foreign room (3) positive capital flows from foreigners between now and the year-end will support higher prices. Read More »

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