Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

Strong Catalysts Remain Amid the TPP FailureI always viewed the TPP as merely an additional benefit to Vietnam's already thriving economic environment, and not as a necessity for Vietnam to emerge as the "next China".  I took the time on here previously to outline my opinion that Trump's potential election as president would not 'trump Vietnam". My views are the same, although there are some new factors to note regarding investment implications for various industries amid the rise of Vietnam's…

Strong Catalysts Remain Amid the TPP FailureI always viewed the TPP as merely an additional benefit to Vietnam's already thriving economic environment, and not as a necessity for Vietnam to emerge as the "next China".  I took the time on here previously to outline my opinion that Trump's potential election as president would not 'trump Vietnam". My views are the same, although there are some new factors to note regarding investment implications for various industries amid the rise of Vietnam's…

Asia Economist and CEO, Centennial Asia Advisors

Manu Bhaskaran

Asia Economist and CEO

Centennial Asia Advisors

At Centennial Asia Advisors, we tell it like it is. We have no vested interests, no need for a China wall, and no reason to skew our outlook any other way. With over 30 years experience covering Asia’s political economy, you can be sure our conclusions and analyses are based on the unadulterated facts. Through years of fine-tuning our research methodologies, we deliver a quality of macroeconomic analysis few other houses can match.

Centennial Asia Advisors is an independent research and advisory firm that works with governments, multilateral institutions, financial firms and leading MNCs.

Economic Policy and Strategic Advisors

Macroeconomics

A confluence of recent global developments calls for a re-examination of Asia's outlook. The following factors will largely determine the outlook for Asian economic growth:Gathering recovery in global demand: The global economy is gaining momentum, and showing signs of rising trade intensity that will boost external demand for Asian exporters. Furthermore, the easing of deflationary pressures is helping trade values to recover. A sustained recovery in global demand for Asian exports would be…

A confluence of recent global developments calls for a re-examination of Asia's outlook. The following factors will largely determine the outlook for Asian economic growth:Gathering recovery in global demand: The global economy is gaining momentum, and showing signs of rising trade intensity that will boost external demand for Asian exporters. Furthermore, the easing of deflationary pressures is helping trade values to recover. A sustained recovery in global demand for Asian exports would be…

How Have Risks for Asia Changed Recently?

Asia focused research insights & advisory, Asia Advisors

Vinay Patel

Asia focused research insights & advisory

Asia Advisors

Asia Advisors is an independent financial advisory and research firm working closely with corporates and institutions to provide consulting solutions & research insights. We provide advisory services including capital solutions, business strategy and investment insights.
Firm is headed by Vinay Patel who has close to two decades of experience in research and business development at large, international investment banks such as HSBC and ICICI Securities. Led research efforts in areas of Macroeconomics, Asset Allocation & Investment Strategy for close to a decade in global & domestic research teams. As a business head in Singapore, advised top global investment management firms & Portfolio managers in Asia for India related investments.
Vinay was recently joined by Swapnil Manish, an investment banker and ex-ecommerce entrepreneur with more than 12 years of experience. Swapnil was the TMT banker at BNP Paribas and was part of several large M&A and ECM transactions (Bharti-Zain, Bharti Infratel IPO, Schneider-Zicom among several others). He's also had a stint as an ecommerce entrepreneur having launched & led Mumbai's first online grocery player.

Demonetization of high-value currency notes (Rs500 and Rs1000 denomination) has slowed down activity levels significantly given that cash transactions constitute 80% of transactions in the economy. In the informal sector, which is half of the economy, all the transactions are carried out on a cash basis. Liquidity shortage on account of currency notes being deposited back into banks has affected economic activity across the board. High-value notes constituted 86% of total outstanding notes…

Demonetization of high-value currency notes (Rs500 and Rs1000 denomination) has slowed down activity levels significantly given that cash transactions constitute 80% of transactions in the economy. In the informal sector, which is half of the economy, all the transactions are carried out on a cash basis. Liquidity shortage on account of currency notes being deposited back into banks has affected economic activity across the board. High-value notes constituted 86% of total outstanding notes…

Demonetisation:20% High-Value Notes May Be Destroyed, a Hit of 1-2% of GDP; Move a Long-Run Positive

FOL Removal: One of Many Steps for Vietnam's Eventual Emerging Market UpgradeVietnam's removal of the FOL is one of several steps which will eventually result in its emerging market upgrade in the future, and initial steps began in September of 2015 when Saigon Securities became the first company open for full foreign ownership.  Since then, only approximately 13 companies have changed their FOL as allowed by Decree 60.  The process of foreign ownership limitation removal originally implemented…

FOL Removal: One of Many Steps for Vietnam's Eventual Emerging Market UpgradeVietnam's removal of the FOL is one of several steps which will eventually result in its emerging market upgrade in the future, and initial steps began in September of 2015 when Saigon Securities became the first company open for full foreign ownership.  Since then, only approximately 13 companies have changed their FOL as allowed by Decree 60.  The process of foreign ownership limitation removal originally implemented…

Vietnam's Emerging Market Upgrade: Worth the Wait

I had the pleasure of interviewing Thomas Hugger of Asia Frontier Capital, a fund management company which focuses on high growth frontier markets through its AFC Vietnam Fund, AFC Asia Frontier Fund, and the AFC Iraq Fund.  Asia Frontier Capital has investments in approximately 14 markets in Asia, utilizing a combination of top down and bottom up approaches to capture both growth and value in its investments.  In addition to having a local presence in Vietnam, the fund also travels to a large…

I had the pleasure of interviewing Thomas Hugger of Asia Frontier Capital, a fund management company which focuses on high growth frontier markets through its AFC Vietnam Fund, AFC Asia Frontier Fund, and the AFC Iraq Fund.  Asia Frontier Capital has investments in approximately 14 markets in Asia, utilizing a combination of top down and bottom up approaches to capture both growth and value in its investments.  In addition to having a local presence in Vietnam, the fund also travels to a large…

Vietnam

VinaCapital Vietnam Opportunity Fund Limited is a close-ended investment company incorporated in the Cayman Islands. The aim of the Company is to achieve medium to longer-term capital appreciation and providing an attractive level of income. The Company invests in listed and unlisted companies, debt, assets and other investment opportunities in Vietnam and surrounding Asian countries.

VinaCapital Vietnam Opportunity Fund (VOF LN)

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VinaCapital Vietnam Opportunity Fund (VOF LN)

Vietnam Under a Trump Presidency

Strong Catalysts Remain Amid the TPP FailureI always viewed the TPP as merely an additional benefit to Vietnam's already thriving economic...

Nomadic Equity

How Have Risks for Asia Changed Recently?

A confluence of recent global developments calls for a re-examination of Asia's outlook. The following factors will largely determine the outlook...

Manu Bhaskaran

Demonetisation:20% High-Value Notes May Be Destroyed, a Hit of 1-2% of GDP; Move a Long-Run Positive

Demonetization of high-value currency notes (Rs500 and Rs1000 denomination) has slowed down activity levels significantly given that cash...

Asia Advisors

Vietnam's Emerging Market Upgrade: Worth the Wait

FOL Removal: One of Many Steps for Vietnam's Eventual Emerging Market UpgradeVietnam's removal of the FOL is one of several steps which will...

Nomadic Equity

Asia Frontier Capital Interview

I had the pleasure of interviewing Thomas Hugger of Asia Frontier Capital, a fund management company which focuses on high growth frontier markets...

Nomadic Equity

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