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
Asian Banks – Funding Costs Can Surprise
Many banks have high levels of fixed deposits. As these mature, they re-price at lower rates. The scope for margin expansion is considerable....
469 Views
Overview of Opportunities in Asia, Africa, Latin America and Norway
Norway, Colombia, and Nigeria Amid Low Oil PricesThe low oil price environment since late 2014 has put varying levels of strain on oil exporting...
2.7k Views
Non-Life Insurance in Vietnam: The Best Way to Ensure a Strong Return
Strong Economy/Rising Stock Market ValuationIn many ways, Vietnam is like a perfect market created out of thin air, with strong and consistent...
352 Views
Vietnam's Real Estate Industry Is on Fire
A strong weighting in listed real estate equity is ideal for a portfolio in Vietnam, as the country's rapidly increasing FDI has been strongly...
396 Views