Vietnam: The Winner from US-China Trade Turmoil
The VND (Vietnamese Dong) has depreciated only 2.8% against the US$ in the year-to-date, outperforming most Asian currencies (CNY, INR, IDR, PHP --...
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Techcombank - Best House In a Bad Neighborhood
*Â With almost no end in sight to the growth of net new NPLs (doubling every year), and capital requirements under Basel II being extremely...
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Vietnam Banks - DATC Move A Mere Drop In the Bucket
* DATC Move a Tiny Positive; and * Net New NPL Growrh is Disturbing to Say the Least; and * USD 27 bn (9.5% of total loans) in NPLs is due to...
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Frontier Markets: GEM Fund Allocations Hit New Highs - Vietnam Sparks into Life
In this report, we highlight how Frontier Market allocations among global EM managers have reached a new peak. Argentina is by far the largest...
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If Japan Drops the Casino Ball, Vietnam Is Ready to Run with It Faster than Many Observers Think
Vietnam's new Decree #3, while not perfect, clarifies and encourages IR investment that aims to bring minimum $2 billion investors into the...
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