Thematic Report

Strategy Note: October Rebalancings

14/10/2020
VN30 Index, VNFin Lead Index & VNDiamond Index
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Macro Note: Policy rate cuts

01/10/2020
Deposit rates expect to dip with slower pace
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Strategy Note: FTSE prospects

25/09/2020
Hopes dashed until September 2021
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Strategy Note: September Rebalancings

01/09/2020
FTSE Vietnam & MVIS estimated changes
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Macro Note: August Industrial Production

01/09/2020
Clear impacts of Covid-19 second wave
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Macro Note: VND undervaluation

27/08/2020
Risk of being labeled as currency manipulator
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Strategy Note: Fund flows

14/08/2020
Optimistic on capital flows
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Macro Note: SBV rate cuts

07/08/2020
Lower pressure on State budget spending
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Macro Note: July credit growth

07/08/2020
Slowing down and signal of another policy rate cut
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Macro Note: July Industrial Production

03/08/2020
Signs of slowing down
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