Thematic Report

Macro Note: November Industrial Production

01/12/2020 02:55:00 PM
Firm rebound in customer goods production
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Strategy Note: December Rebalancings

26/11/2020 11:35:00 AM
FTSE Vietnam & MVIS estimated changes
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Macro Note: Banks

24/11/2020 03:42:00 PM
Credit growth picks up in first half of November
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Strategy Note: Portfolio Recommendations

13/11/2020 04:04:00 PM
Add GAS & remove VJC
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Strategy Note: October Rebalancings

14/10/2020 03:34:00 PM
VN30 Index, VNFin Lead Index & VNDiamond Index
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Macro Note: Policy rate cuts

01/10/2020 04:59:00 PM
Deposit rates expect to dip with slower pace
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Strategy Note: FTSE prospects

25/09/2020 05:04:00 PM
Hopes dashed until September 2021
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Strategy Note: September Rebalancings

01/09/2020 04:39:00 PM
FTSE Vietnam & MVIS estimated changes
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Macro Note: August Industrial Production

01/09/2020 04:38:00 PM
Clear impacts of Covid-19 second wave
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Macro Note: VND undervaluation

27/08/2020 04:52:00 PM
Risk of being labeled as currency manipulator
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