Thematic Report

Strategy Note: December Rebalancings

26/11/2020 11:35:00 AM

FTSE Vietnam & MVIS estimated changes

Macro Note: Banks

24/11/2020 03:42:00 PM

Credit growth picks up in first half of November

Strategy Note: Portfolio Recommendations

13/11/2020 04:04:00 PM

Add GAS & remove VJC

Strategy Note: October Rebalancings

14/10/2020 03:34:00 PM

VN30 Index, VNFin Lead Index & VNDiamond Index

Macro Note: Policy rate cuts

01/10/2020 04:59:00 PM

Deposit rates expect to dip with slower pace

Strategy Note: FTSE prospects

25/09/2020 05:04:00 PM

Hopes dashed until September 2021

Strategy Note: September Rebalancings

01/09/2020 04:39:00 PM

FTSE Vietnam & MVIS estimated changes

Macro Note: August Industrial Production

01/09/2020 04:38:00 PM

Clear impacts of Covid-19 second wave

Macro Note: VND undervaluation

27/08/2020 04:52:00 PM

Risk of being labeled as currency manipulator

Strategy Note: Fund flows

14/08/2020 04:15:00 PM

Optimistic on capital flows

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