Techombank – Still Vietnam’s Best House In A Bad Neighborhood
* Head Start On Economic Return to Normalcy: Vietnam Technological and Commercial Bank (TCB.VN) [Techcombank] is a long-term winner in the...
581 Views
BIDV – KEB Hana Has To Be Kicking Itself Now
One For the Ages: The Bank for Investment and Development of Vietnam (BID.VN) [BIDV] held a somewhat delusional 2020 Annual General Meeting...
362 Views
Vietnam: The Winner from US-China Trade Turmoil
The VND (Vietnamese Dong) has depreciated only 2.8% against the US$ in the year-to-date, outperforming most Asian currencies (CNY, INR, IDR, PHP --...
491 Views
Frontier Markets: GEM Fund Allocations Hit New Highs - Vietnam Sparks into Life
In this report, we highlight how Frontier Market allocations among global EM managers have reached a new peak. Argentina is by far the largest...
239 Views
Vietnam Blue Skies: With the Odd Monsoon
We are as upbeat about Vietnam’s economy today as we were when we visited this past September. But if there is one frustration it is that the...
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