Daily BriefsMacro

Macro: Vietnam: A Bullish Case Centred On Production Relocation and more

In today’s briefing:

  • Vietnam: A Bullish Case Centred On Production Relocation
  • CX Daily: Trouble at Crypto Hedge Fund Sparks Contagion Fears

Vietnam: A Bullish Case Centred On Production Relocation

By Manu Bhaskaran

  • Vietnam stands to gain the most in the region from supply chain relocation given its multiple competitive advantages and its growing capacity to move up the value chain.
  • However, success is not pre-ordained and hinges on two key conditions. First, Vietnam has to upgrade the skills of its labour force and its physical infrastructure.
  • Second, more policies are needed to increase the spillovers from the foreign investment sector to the overall economy.

CX Daily: Trouble at Crypto Hedge Fund Sparks Contagion Fears

By Caixin Global

  • Cover Story: China’s climate envoy says nations must deliver on their commitments (Part 1)

  • Sinopec Shanghai plant blaze leaves one dead, one injured

  • In Depth: Trouble at crypto hedge fund sparks contagion fears


Before it’s here, it’s on Smartkarma