Remarkable Success in Combating Covid-19 Ensures Relative Economic Resilience
Alongside democratic Taiwan, communist Vietnam remains a beacon of remarkable success in combating the novel Coronavirus. As of 23 April, Vietnam...
562 Views
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...
411 Views
China's Export Disruption Is Causing Re-Shoring of Exports to TW, VN, PH, ID
China's industrial output declined 13.5% YoY in January-February 2020, retail sales declined by 20.5% YoY, and fixed asset investment (FAI)...
424 Views
Trump Is Winning the Trade War Vs China Hands Down, but Vietnam & Taiwan Win Too
In Jan-Oct 2019, the US bilateral trade deficit with China declined by 14.6% YoY (US$50bn) as tariffs began to bite, and US exports to China...
876 Views
Vietnam: Still Primed for Investment Grade
We see Vietnam Government International Bond (VIETNM GOVT) as a “BB” credit with a positive rating pressure, following the path of Indonesia and...
705 Views