Primer: Saigon - Hanoi Commercial Bank (SHB VN) - Aug 2026
SHB is one of Vietnam's largest private commercial banks, demonstrating strong growth in assets, loans, and profitability, positioning it to...
101 Views
Vietnam: Global Index Inclusion & Passive Flows
Vietnam could be added to a global index in Sep 2026. The final decision will be made in March. We see 21 stocks currently meeting index inclusion...
915 Views
ETFs Monitor in 1Q26
The addition of VPL is in line with our expectations, as its 11th-ranked market capitalization, which makes VPL a must-have component with a...
164 Views
Banking Sector - 1H24 Update and Outlook - So far, so good
According to the State Bank of Vietnam (SBV), as of June 30, credit growth reached 6% YTD, achieving the mid-year target of 5–6% for 1H24 set by...
351 Views
Banking Sector - 1Q24 Update and Outlook - Acceptable Shortfall
The subdued credit growth in 1Q24 reflects broader economic trends, indicating one of the lowest levels in nearly a decade, with a YTD increase of...
375 Views