Vietnam's Economy Trounces Other Frontier Markets: 2018 Pullback Provides Solid Entry Point
Vietnam's economy exceeded growth expectations and is well positioned for favorable performance moving forward despite rising global tensions. The...
478 Views
Vietnam: Still China Plus One?
For the last few years people have been referring to China+1, the ‘one’ sometimes being Vietnam. Is it now time to be thinking of ‘The One’? There...
640 Views
Vietnam: Economic Prestidigitation
On Thursday 27 December 2018 the General Statistics Office (GSO) in Hanoi announced that Vietnam had grown by 7.08% (7.1% to us mere mortals) for...
645 Views
Frontier and Emerging Market Update ( Pakistan and Egypt Focus)
Pakistan's economy has been through notable challenges since the beginning of 2018, and there will be more clarity at the end of this month,...
414 Views
Vietnam Bull Case Grows Amid Massive Market Gyrations, EM Turmoil, and the Trade War
Vietnam's stock market has seen massive gyrations this year. While it was necessary for the market to mean revert following the over optimism...
531 Views