Global Macro Strategist, Westbourne Research Services

Sharmila Whelan

Global Macro Strategist

Macroeconomic, Geopolitical and Policy Forecasting

Westbourne Research Services

Westbourne Research is a global macroeconomic, geopolitical and policy forecasting and strategic advisory consultancy. Located in London, UK and serving clients globally. Our knowledge is deep, spanning all asset classes and key industrial sectors. Our perspective is global. Our presence is expansive, with 30 years analysing and working in developed and emerging markets. We are uniquely India and China specialists.

Cross Asset Strategy

<ul>
<li>Hold onto Vietnam positions - the economy has held up and the country will negotiate a trade deal with the US. It has no choice but to buckle. </li>
<li>Vietnam's trade deficit with the US is the fourth largest and the US accounts for 30% of exports.  Trump will force it to lower tariff rates, tighten rules of origin. </li>
<li>But Vietnamese companies aren’t re-locating to the US, there are no critical industries for Trump to target and the US cannot wean itself of Vietnam’s cheap low value-added consumer goods.</li>
</ul>


Hold onto Vietnam positions - the economy has held up and the country will negotiate a trade deal with the US. It has no choice but to buckle. 
Vietnam's trade deficit with the US is the fourth largest and the US accounts for 30% of exports.  Trump will force it to lower tariff rates, tighten rules of origin. 
But Vietnamese companies aren’t re-locating to the US, there are no critical industries for Trump to target and the US cannot wean itself of Vietnam’s cheap low value-added consumer goods.


Australia

Vietnam Industrial Investments Limited manufactures steel and metal products in Vietnam.  The Company operates steel rolling mills in Haiphong, a steel roofing factory in Hanoi, and a welded steel mesh factory in Ho Chi Minh City along with providing total building solutions.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Vietnam Industrial Inv (VII AU)

Vietnam - Hold Don't Sell Down

Vietnam's economy remains strong amid trade tensions with the US, negotiations for a trade deal are inevitable as both countries rely on each...

Sharmila Whelan

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Vietnam - Hold Don't Sell Down

​Vietnam's economy remains strong amid trade tensions with the US, negotiations for a trade deal are inevitable as both countries rely on each...

Sharmila Whelan

Vietnam's economy remains strong amid trade tensions with the US, negotiations for a trade deal are inevitable as both countries rely on each...