Vietnam Banking Industry 2021 Outlook: Challenges Ahead
Another rate cut could come in handy: In order to mitigate the effects of the pandemic, the State Bank of Vietnam (SBV) has conducted three central...
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Global Equity Strategy: Market Dynamics Remain Positive, And So Are We
We show some love to various Sectors that have not been big attention-grabbers for us in recent months, including Services, Communications,...
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Vietnam – Fitch Downgrades Banks
Fitch Bank Downgrades: Fitch Ratings (Fitch) has finally gotten around to revising the outlook of the long-term issuer default ratings from...
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Vietnam - Wheels Are Falling Off
Liquidity Wall:Vietnam is running into a liquidity wall - despite the perception of a positive local investment thesis. The sovereign has a high...
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Vietnam - Banks Are a Complete Charade
 Bank and Sovereign Liquidity and Capital Under Severe Stress.   VinGroup Not An Anomaly. VAMC Is Nothing But a Shell Game.  Capital...
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